Investing - The Basics 02 (Jul 16 - Dec 27)

[behappyalways]

Why is Warren Buffett optimistic about BYD?
Chen Fengxin reveals that Wang Chuanfu is Berkshire

股神巴菲特為何看好比亞迪？陳鳳馨揭王傳福是波克夏「甜蜜意外」【Yahoo TV#風向龍鳳配 】

https://m.youtube.com/watch?v=OgYsoWL-CF0

[behappyalways]

10 valuation ratios investors should know
https://twitter.com/Mayhem4Markets/stat ... 7336803524

[behappyalways]

A few of my #investing rules:

· Plan in Advance for Both Directions and Stick to It
· Buy/Sell in Stages in Small Quantities
· Only Use Limit Orders
· Never Risk More Than You Can Lose ENTIRELY
· Plan to be WRONG
· Never Go All-In or Get All-Out
· Buy on Red Days, Sell on Green

https://twitter.com/GetIrked/status/1705224951907979631

[winston]

My 5 Tips to Set Your Portfolio Up for the Long Haul

by Louis Navellier

1. Invest in high margin companies that dominate their business .

2. Along these lines, companies that have margin expansion tend to post bigger earnings surprises.

3. Invest in companies with strong forecasted sales and earnings .

4. Look for companies that see positive analyst revisions in the past three months, as these typically post earnings surprises .

5. If you’re a dividend investor, focus on companies that are consistently raising their dividends.

Source: Investor Place

[behappyalways]

flows > macro > technical analysis
https://twitter.com/WifeyAlpha/status/1 ... 7110139066

[winston]

7 Investing Lessons From 2023
 
Lesson 1: Quality Outperforms During Periods Of Uncertainty

Lesson 2: Ignore The Predictions

Lesson 3: Markets Do A Pretty Good Job Of Discounting The Future

Lesson 4: It’s Often A Bumpy Road For New Industries

Lesson 5: Investors Need To Pay Close Attention To Their High Yield Stocks

Lesson 6: Companies Can Also Be Over-Concentrated

Lesson 7: Great Companies Continuously Reinvent Themselves

Source: Simply Wall St

[winston]

The Simplest Way to Get Rich

by Porter Stansberry

First, the amount of capital that’s invested is important. Thus, the cardinal rule is: Don’t lose money. Money lost cannot be invested and will not compound.

Second, time matters. The duration an investment may be held continuously with dividends reinvested is critical.

And the third important factor is the rate of compound growth.

Buy capital-efficient businesses that have long-lived products and are capable of increasing payouts year after year.

Source: DailyWealth.com

https://dailytradealert.com/2023/12/21/ ... -get-rich/

[winston]

How to Find Great Businesses and Avoid Bad Ones

by Porter Stansberry

Your goal as an investor should simply be to purchase, at a rational price, a part interest in an easily understandable business whose earnings are virtually certain to be materially higher five, 10, and 20 years from now.

The most obvious characteristic of a great business is high profit margins.
1. Cash operating profit margin: cash from operations/revenue (should be greater than 20%).

The next “mile marker” you’re looking for is something we call capital efficiency…
2. Shareholder payout ratio: capital returned to shareholders/capital expenditures (should be greater than 1).

The third part of our four-part litmus test for great businesses is “return on invested capital.”
3. Return on invested capital: net income/long-term debt + shareholder equity (should be greater than 20%).

The last part of our “great business” test is called return on net tangible assets.
4. Returns on net tangible assets: net income/net tangible assets (should be greater than 20%).

Source: DailyWealth.com

https://dailytradealert.com/2024/02/01/ ... -bad-ones/

[behappyalways]

Optimistic Mindset Linked To Poor Decision Making
https://www.zerohedge.com/political/opt ... ion-making

[winston]

This is the Ultimate Wealth-Building Tool

by Sean Michael Cummings

Sometimes, growing your wealth is as simple as owning great businesses over time.

You don’t need to buy at the bottom… and you don’t need to sell at the top.

All you need to do is invest in quality businesses… and have the discipline to let your investment grow.

Source: Daily Wealth

https://dailytradealert.com/2024/04/09/ ... ding-tool/