⁠Invest In Assets 📈
This is Charlie Munger.

Munger is said to have the best 30-second mind in the world

His deep knowledge on psychological biases and mental models gave him a competitive advantage.

Here are 6 lessons that will make you a more effective thinker: https://t.co/ef7TTix2Gp
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⁠Quality Stocks
☁️ Cloud is expected to grow above 15% a year by 2030

Here is a 🧵 with 1️⃣0️⃣ stocks well positioned to benefit from it
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⁠Librarian Capital
Bloomberg: "HSBC Exit Makes Matos One of Europe’s Most Sought-After Banker"

$HSBA makes more than ½ of its profits from Hong Kong, where it earns super-returns from dominant market share

Possession is not the same as ability, except the ability to manuover yourself into jobs https://t.co/eLsnKE0DRt

Rejected for HSBC’s top job, Nuno Matos may now be one of the world’s most sought-after bankers https://t.co/klpkZGQdh4 - Bloomberg
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⁠Librarian Capital
Eugene Fama appearance in "Lunch with the FT" series

"Not actually drawing a salary from Chicago (University) any more ... the (85-year-old) professor is still producing papers"; "Fama’s students were recently in class"

"I do it because I like it"

"Efficient markets is a hypothesis. It’s not reality," Gene Fama concedes in his Lunch with the FT. But he has a pretty good rejoinder to those that think EMH is a lot of bunkum. https://t.co/0a3r1HMyMY https://t.co/OyJKlhrPgG - Robin Wigglesworth
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⁠Invest In Assets 📈
Wide moat businesses according to Counterpoint Global: https://t.co/p8M7uPgJKv
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⁠Investing visuals
Alphabet $GOOGL has dropped -14% in the last month, making its valuation more appealing.

Here's the company at a glance👇🔍 https://t.co/oE1w4tbWTx
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⁠Dimitry Nakhla | Babylon Capital®
Winners & Losers: The BEST & WORST 20 Performing Stocks in the S&P 500 in 2024 📈📉

Note the change in their respective multiples from the beginning of the year to current levels & please keep in mind that this comparison is not intended to imply attractive or unattractive valuations, as these depend on various factors such as growth rate, competitive moat, expected returns on capital, balance sheet strength, among other things 🧐
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5 Best: $NVDA $VST $HWM $TRGP $CEG

5 Worst: $WBA $INTC $LULU $DXCM $LW

#stocks #investing
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⁠Bourbon Capital
Never trust a bank; their books are fake, their balances are fake, and when they collapse, we pay for this

Signature Bank $SBNY repurchased $55 million of common stock just days before its collapse in March 2023. The bank had also recently announced a 25% increase in its common stock dividend. These actions led many to believe that the bank was financially sound.
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⁠Librarian Capital
"Smokeless tobacco & cancer" (CDC)

Most of the risk factors listed (nitrosamines, polonium, hydrocarbons, heavy metals) are associated with tobacco (its growing, curing, etc.)

We know snus / moist snuff present little cancer
And nicotine pouches have little/no tobacco

cc $PM https://t.co/BECT24sI4h
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⁠Bourbon Capital
"I was long Cocoa, said no one" https://t.co/oulE2eFS47
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⁠Invest In Assets 📈
RT @InvestInAssets: 8 Elite Dividend Growth stocks💎

1. ICE
2. Visa
3. MSCI
4. ASML
5. Zoetis
6. Mastercard
7. Lam Research
8. Texas Instrument

What else?
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