Thanks for that visual about the unfortunate balance in life between time, energy, and money! I remember being a young transfer when this dawned on me. Sobering but also motivating.
Yes I feel like as long as 80 or 90% of your investments are quality, you’d be leaving a bit too much on the table to not invest in one or two growth stocks. But of course quality investing is always at the forefront.
As a chinese student,it's hard to believe that China's top 50 companies are worth only a little more than Apple. But I believe there must will be some great companies like Apple in china, because China has the second largest market in the world.
Out of all the great financial advice given on your twitter feed...this was the worst. A lot of these are good innovative companies that are knocked down by FUD and the need for liquidity. “Be fearful when others are greedy, be greedy when others are fearful.” - Warren Buffett -
I wrote this article from the Quality investment philosophy. In this philosophy, you only want to invest in companies that have already won. These companies are the best of the best with a wide moat, plenty of reinvestment opportunities, high margins, ...
For me personally, the risk of the companies mentioned in the list is too high. However, you can surely have another opinion yourself.
My point of view is like when you go to buy a new car model. Many customers want a new model right away. They become happy owners and test riders at the same time. The wiser ones will buy the new model no sooner than one year after the start of production.
Obviously some of the companies in the list will turn out to be great investments. However, investors should be aware that the risk they take is very high.
Thanks for that visual about the unfortunate balance in life between time, energy, and money! I remember being a young transfer when this dawned on me. Sobering but also motivating.
It's all about balance in life!
Always excellent stuff!
Thank you very much, Matthew! It's an honor.
Very nice
Thank you very much, Ahmed!
Yes I feel like as long as 80 or 90% of your investments are quality, you’d be leaving a bit too much on the table to not invest in one or two growth stocks. But of course quality investing is always at the forefront.
As a chinese student,it's hard to believe that China's top 50 companies are worth only a little more than Apple. But I believe there must will be some great companies like Apple in china, because China has the second largest market in the world.
Exactly.
Valuations in China are also way cheaper. If you know the market well, interesting opportunities can be found in Asia and China.
Out of all the great financial advice given on your twitter feed...this was the worst. A lot of these are good innovative companies that are knocked down by FUD and the need for liquidity. “Be fearful when others are greedy, be greedy when others are fearful.” - Warren Buffett -
I hear your argument.
I wrote this article from the Quality investment philosophy. In this philosophy, you only want to invest in companies that have already won. These companies are the best of the best with a wide moat, plenty of reinvestment opportunities, high margins, ...
For me personally, the risk of the companies mentioned in the list is too high. However, you can surely have another opinion yourself.
My point of view is like when you go to buy a new car model. Many customers want a new model right away. They become happy owners and test riders at the same time. The wiser ones will buy the new model no sooner than one year after the start of production.
Nice analogy.
Agree. The same was said (ironically) about Apple years ago.
Was Apple's moat as wide as it was today?
Obviously some of the companies in the list will turn out to be great investments. However, investors should be aware that the risk they take is very high.