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Luke

@SnowballInv

Value investor, looking for long-term compounders.

 Melbourne, Australia
snowballinvesting15.substack.com/
Joined December 2021
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Photo by Luke (@SnowballInv)Photo by Luke (@SnowballInv)Photo by Luke (@SnowballInv)Photo by Luke (@SnowballInv)Photo by Luke (@SnowballInv)Photo by Luke (@SnowballInv)Photo by Luke (@SnowballInv)Photo by Luke (@SnowballInv)Photo by Luke (@SnowballInv)Photo by Luke (@SnowballInv)
Great piece by Charlie Munger The Art of Soft Picking
Image from Finding Compounders (@F_Compounders)
Image from Finding Compounders (@F_Compounders)
Image from Finding Compounders (@F_Compounders)
Image from Finding Compounders (@F_Compounders)
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Mirrored reciprocity is one of the most powerful mental models It spans physics, biology and human behavior Fear of looking foolish prevents many from harnessing it Go positive and go first until it’s habitual Take this simple idea and take it seriously
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Not only are you repeating what you think you know… you’re drilling it in
Image from Brad Kaellner (@bkaellner)
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If everyone is thinking alike, then no one is thinking -Benjamin Franklin
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I’ve read through Seth Klarman’s Investment Letters from 1995-2001. Here are the Key Learnings, his Investment Strategy back then and today. Let’s go👇🏼
Image from Daniel Mahncke (@MnkeDaniel)
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