Stonks Value
@DeepValueStonks
Followers
6K
Following
4K
Media
261
Statuses
2K
Hunting mispriced equities like Buffett in the ‘50s. I run a concentrated family portfolio with 25% CAGR since inception 6 years ago. Not investment advice.
Graham-and-Doddsville
Joined March 2023
Found yet another gem! Alice Schroeder, author of The Snowball, says that Buffett’s biggest edge was, by and large, effort. He simply worked harder, longer, and more consistently than anyone else: 🧵[1/7]
8
95
586
Excited to share that the Berkel Partnership has completed a successful spin-off. Newco might be loss-making for a while but has bright future prospects.
27
1
192
Profiles in Investing A very interesting interview with Martin J. Whitman, founder of the legendary Third Avenue Value Fund (+16.8% CAGR from 1990 to 2007).
2
1
10
Buying and then not looking at that stock/company for some arbitrary amount of time has to be one of the most self-harming rules value investors ever came up with.
9
4
56
Wrote a case study on a special situation I did in 2017 — Forward Pharma A/S (FWP). 50% absolute return in a few months with very minimal risk. Too bad they don’t all come this easy. https://t.co/Ii7SiaIDTg
ryanlundeen.com
Introduction This was a situation I got into in 2017 that resulted in ~50% absolute return in a few months, and is one of the few times I feel comfortable saying the market was inefficient and there...
1
3
16
Another advice for young folks and myself: Having 2-3 jobs, School, actively investing for yourself can be mentally and physically devastating. Make breaks, pause at right moments when symptoms occur. Listen to your body even if your mind does not want to. Hard but neccessary
Advice to older myself and young ambitious folks here: Never sacrifice relationships for the work. The life is much more than the money. Find the balance. Sometimes you think you have the balance until circumstances prove that you dont. Listen carefully before it is too late.
0
5
73
"Try To Remain Calm" A short article by Price Value Partners on why you shouldn't let emotions invest for you. Worth reading - especially today. 🧵[1/6]
1
0
11
Beginners' Guide to Asset Allocation Published by the SEC in March 2011. Great starting point for every investor: 🧵[1/5]
1
5
14