Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “We don't have to be smarter than the rest. We have to be more disciplined than the rest.”
— Warren Buffett 🗣️
This profound quote highlights the crucial role of discipline in investing. It's not about being the most intelligent or having the best market insights; it's about cultivating the mental toughness to stick to your strategy, even when emotions run high.
In investing, discipline is often the greatest advantage. It allows you to:
1️⃣ Stay focused on long-term goals
2️⃣ Ignore short-term market fluctuations
3️⃣ Avoid impulsive decisions
4️⃣ Benefit from compounding returns
Consider Amazon $AMZN as a prime example. Over the past decade:
❌UNDISCIPLINED Investors may have:
•Sold shares during moments of volatility
•Missed out on substantial gains
• Rebought shares at higher prices
✅ DISCIPLINED Investors may have:
•Bought shares 10 years ago and held
• Weathered market downturns
•Benefited from Amazon's explosive growth (10-year return: ~1,000%)
•Harnessed the power of compounding returns
___
THE DIFFERENCE in results is staggering:
•A $10,000 investment in Amazon 10 years ago would be worth around $110,000 today
•Conversely, an undisciplined investor may have realized significantly lower returns or even losses
___
Warren Buffett's quote serves as a reminder that investing success is often more about temperament than intellect 🧘🏽♂️
#stocks #investing
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RT @DimitryNakhla: “We don't have to be smarter than the rest. We have to be more disciplined than the rest.”
— Warren Buffett 🗣️
This profound quote highlights the crucial role of discipline in investing. It's not about being the most intelligent or having the best market insights; it's about cultivating the mental toughness to stick to your strategy, even when emotions run high.
In investing, discipline is often the greatest advantage. It allows you to:
1️⃣ Stay focused on long-term goals
2️⃣ Ignore short-term market fluctuations
3️⃣ Avoid impulsive decisions
4️⃣ Benefit from compounding returns
Consider Amazon $AMZN as a prime example. Over the past decade:
❌UNDISCIPLINED Investors may have:
•Sold shares during moments of volatility
•Missed out on substantial gains
• Rebought shares at higher prices
✅ DISCIPLINED Investors may have:
•Bought shares 10 years ago and held
• Weathered market downturns
•Benefited from Amazon's explosive growth (10-year return: ~1,000%)
•Harnessed the power of compounding returns
___
THE DIFFERENCE in results is staggering:
•A $10,000 investment in Amazon 10 years ago would be worth around $110,000 today
•Conversely, an undisciplined investor may have realized significantly lower returns or even losses
___
Warren Buffett's quote serves as a reminder that investing success is often more about temperament than intellect 🧘🏽♂️
#stocks #investing
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Offshore
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Librarian Capital
"Liberty Broadband $LBRDA Submits Counterproposal to Charter $CHTR for Proposed Business Combination"
"In response to an initial merger proposal sent by the Charter Special Committee"
Counterproposal is for each Liberty to receive 0.2900 CHTR share https://t.co/R4MnoAjJkf
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"Liberty Broadband $LBRDA Submits Counterproposal to Charter $CHTR for Proposed Business Combination"
"In response to an initial merger proposal sent by the Charter Special Committee"
Counterproposal is for each Liberty to receive 0.2900 CHTR share https://t.co/R4MnoAjJkf
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Librarian Capital
"Visa Faces Justice Department Antitrust Case on Debit Cards" (Bloomberg)
"Allegations include that Visa made exclusive agreements to hinder the expansion of competing networks and thwarted efforts by technology companies to enter the market"
$V $MA $AXP
h/t @CharterhouseSq
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"Visa Faces Justice Department Antitrust Case on Debit Cards" (Bloomberg)
"Allegations include that Visa made exclusive agreements to hinder the expansion of competing networks and thwarted efforts by technology companies to enter the market"
$V $MA $AXP
h/t @CharterhouseSq
The US Justice Department plans to allege that Visa illegally monopolized the US debit card market https://t.co/qMv6MKpTnN tweet
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Offshore
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Hidden Value Gems
One of the fastest-growing small cap in the UK - $YU.L delivering +60% revenue growth / +52% EPS in H1 24. Expects further growth in 2024.
Net cash at £86.8mn, a third of the market cap!
Trading at 8x P/E! 🚀 https://t.co/cUTUfC5kES
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One of the fastest-growing small cap in the UK - $YU.L delivering +60% revenue growth / +52% EPS in H1 24. Expects further growth in 2024.
Net cash at £86.8mn, a third of the market cap!
Trading at 8x P/E! 🚀 https://t.co/cUTUfC5kES
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Offshore
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Librarian Capital
Visa $V US debit card anti-trust lawsuit
Visa's US debit volume is 2.7x that of Mastercard $MA ($984bn vs. $370bn as of Apr-Jun 2024) https://t.co/LQGJ4DPO3B
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Visa $V US debit card anti-trust lawsuit
Visa's US debit volume is 2.7x that of Mastercard $MA ($984bn vs. $370bn as of Apr-Jun 2024) https://t.co/LQGJ4DPO3B
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Stock Analysis Compilation
Arauca Capital on Moberg Pharma $MOB SS
Moberg Pharma’s MOB-015 shows strong market leadership and growth potential in Europe, with promising prospects for wider commercialization in the coming years
(Extract from their Q2 letter) https://t.co/9YhHJr70aT
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Arauca Capital on Moberg Pharma $MOB SS
Moberg Pharma’s MOB-015 shows strong market leadership and growth potential in Europe, with promising prospects for wider commercialization in the coming years
(Extract from their Q2 letter) https://t.co/9YhHJr70aT
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Hidden Value Gems
Robinhood has one of the highest option trading costs if bid/offer spreads are included which are 7% in their case.
I think cash equity brokers should also be judged on this, especially for small-caps.
$HOOD https://t.co/X9TUOaIpn3
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Robinhood has one of the highest option trading costs if bid/offer spreads are included which are 7% in their case.
I think cash equity brokers should also be judged on this, especially for small-caps.
$HOOD https://t.co/X9TUOaIpn3
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Librarian Capital
Nicotine pouches: Finnish parliamentary committee supports changing the Tobacco Act to include pouches
Nicotine pouches will thus be subject to sales permits, nicotine limits, flavor limits, age restrictions, etc.
Regulation is catching up
$PM $BATS $HAYPP https://t.co/Y91TgBO1HQ
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Nicotine pouches: Finnish parliamentary committee supports changing the Tobacco Act to include pouches
Nicotine pouches will thus be subject to sales permits, nicotine limits, flavor limits, age restrictions, etc.
Regulation is catching up
$PM $BATS $HAYPP https://t.co/Y91TgBO1HQ
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Offshore
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Hidden Value Gems
Exor to host H1 2024 conference call tomorrow 👇🏼
I hope they keep things simple - we want higher value per share, not new structures, committees, VC investments, more new faces and so on.
#Exor $EXO.AS https://t.co/DtgsYK9XRO
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Exor to host H1 2024 conference call tomorrow 👇🏼
I hope they keep things simple - we want higher value per share, not new structures, committees, VC investments, more new faces and so on.
#Exor $EXO.AS https://t.co/DtgsYK9XRO
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