When people argued that Buffett’s performance was just luck, this was his response:
We talk about this in today’s article 👇
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On X
Posts about investing.
Posts about investing: companies, valuation, markets and how I manage my portfolio.
123 posts
This week's post is ready for anyone who wants to take a look.
I’ll probably stop writing as often over the next few weeks so I can focus on my new project and go on vacation.
I’m really sorry to those of you who enjoy my financial thought dumps
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I just launched [🏷️ Deals] on Find My Moat.
💰 35+ discounts and promos for investing tools ⏰ Some expire soon, so hurry! 🔁 Updated every week with new deals 💎 Some exclusive deals only available on Find My Moat
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👉 findmymoat.com/deals
Like ❤️ and RT the first tweet if you find this useful, so it reaches more people
☀️ The FactSet $FDS thesis is now available for anyone interested
Did this company really deserve to be down 50%? 🩸
The market usually makes two mistakes: overvaluing mediocre businesses or undervaluing great franchises when a real threat emerges.
My article for this week is ready!
I think this is one of my favorites 💪
It’s a good example of why I decided to start my own blog, so I could write higher-quality articles.
This week’s topic is: “Diversification isn’t about counting stocks”
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@idafegonzalez it’s fresh out of the oven 🥧
Let me know what you think and whether you like the format / content
New ranking on Find My Moat:
🥇 [Dividend companies]
This time the benchmark is Dividend Stocks ($DVY), and the ranking delivers a substantial improvement over it across all metrics.
Link 👇
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🩸 $EVO -5% after reporting results
To start with, the results look optically bad. We’re almost getting used to it getting beaten up quarter after quarter:
New 100% FREE ranking on Find My Moat:
🏰 [Defensive companies]
I think this ties in really well with this week’s post about diversification. It’s similar to the MSCI USA Minimum Volatility, but with a few improvements:
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An especially relevant article on protecting yourself from market downturns
It's short, informative, and gets straight to the point
Take a look 👇
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There are over 300 investing tools included in Find My Moat. Which are your favorites that I'm missing?
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