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💰Data-Backed Investing Plan for 2025
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Hey Reader, Warren Buffett has expressed high regard for Howard Marks' memos. He once said, "When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something, and that goes double for his book." In today's issue:
💸Sponsored by: Tired of losing to the market? It's probably time to transform your portfolio. Get rich steadily—with stock picks hidden in plain sight, & too reliable to ignore. Featured monthly, only at Value Spotlight. 💎NUGGETS My Favorite Finds Brian Feroldi breaks down how he will set up his investing plan for 2025. As always, tons of great ideas and suggestions. Geoff Gannon shows us how to think about getting to a "fair value" for a company. Howard Marks dishes on his thoughts on the latest "bubble watch." If Warren Buffett says to read Mark's Memos, who am I to disagree? Great advice on building an emergency fund from Safal Niveshak. It's not sexy, but it's great foundational advice from a smart guy. Great explainer on the capital cycle and AI. Helps explain why the "big boys" are spending big money on building out for AI. Looking for some good reading, check out Michael Mauboussin's writing from 2017 - 2020. You're welcome.
📖Knowledge Tidbits
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Unlock the mysteries of the stock market with us! We break down complex topics into simple, easy-to-understand language. Join over 21,000 readers, including professionals from Visa, Wells Fargo, and Moody's, who receive our insights every Tuesday.
Hey Reader,One of my favorite Charlie Munger quotes and it still resonates: Over the long term, it's hard for a stock to earn a much better return than the business which underlies it earns. If the business earns 6% on capital over 40 years and you hold it for that 40 years, you're not going to make much different than a 6% return -- even if you originally buy it at a huge discount. Conversely, if a business earns 18% on capital over 20 or 30 years, even if you pay an expensive-looking price,...
Hey Reader,Did you know that Buffett's initial American Express investment returned 124% in just 2.5 years - While the broader market (Dow Jones) declined by 6% during the same period, Buffett's contrarian bet paid off dramatically by 1967 when the stock more than doubled from his average purchase price of $41.22 to $92.50. In today's issue: Brian Stoffel breaks down how to read the cash flow statement. Warren Buffett's thoughts on tariffs and trade from 2003. Pricing and peer groups from...
Hey Reader, Charlie Munger viewed market swings as opportunities, not threats. He dismissed volatility as risk, instead focusing on business quality and maintaining emotional discipline during market swings. He once said, "we don't give a damn about lumpy results." In today's issue: Warren Buffett and Charlie Munger's thoughts on risk and volatility. Important words in today's markets. Howard Marks on tariffs and credit spreads What is the strongest moat from Nick Sleep Everything about the...