Brian_Feroldi
Brian_Feroldi
🔎 I Teach Investors How To Analyze Businesses
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Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading ideas with you! 1 Time Value of Money $S&P 500(.SPX)$ 2 Balance Sheet Yellow Flags 🇳🇺🇳🇺🇳🇺 Watch out for these 8 warning signs: 3 "Don't just do something, sit there." 4 The$Airbnb, Inc.(ABNB)$ cheat sheet Phase 4 of 5 · Business 3.8/5 · Valuation 4/5 5 TAM vs SAM vs SOM 6 Is $Procter & Gamble(PG)$a buy at $157? Solid business, good valuation. Phase 4 of 5 · Business 3.7/5 · Valuation 4/5 7 I have an MBA in finance. Yet, 99% of my investing knowledge was acquired outside of school. You don't need a degree to learn how to invest. You need: 1) A thirst for invest
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading ideas with you! 1 Ray Dalio Investing Rules $S&P 500(.SPX)$ 2 Warren Buffett’s Income Statement Rules of Thumb: $Berkshire Hathaway(BRK.A)$ 3 The $e.l.f. Beauty Inc.(ELF)$ cheat sheet Phase 3 of 5 · Business 3/5 · Valuation 2/5 4 8 Types of Investors 5 Is $Spotify Technology S.A.(SPOT)$ a buy at $526? Average business, good valuation. Phase 3 of 5 · Business 3.3/5 · Valuation 4/5 6 To build wealth quickly, concentrate your portfolio and add leverage. To destroy wealth quickly, concentrate your portfolio
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading skills with you! 1 Depreciation Explained Simply $S&P 500(.SPX)$ 2 Switching Costs 3 Is $Uber(UBER)$ a buy at $70? Average business, fair valuation. Phase 4 of 5 · Business 3.2/5 · Valuation 3/5 4 A stock isn’t a "winner" because its price is up this day, week, or quarter. A stock is a winner when it consistently executes against its opportunity, widens its moat, outperforms its own expectations, and sets itself up for sustainable long-term growth. 5 The $Hasbro(HAS)$ cheat sheet Phase 4 of 5 · Business 2.3/5 · Valuation 3/5
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading skills with you! 1 Time Value of Money Formulas: $S&P 500(.SPX)$ 2 How to analyze a company in less than 5 minutes: Study these ratios: 3 My investing journey matched the Dunning-Kruger Effect perfectly 4 When you leave a company, roll your 401k into an IRA. You'll pay less in fees, expand your investment choices, and will have one less account to keep track of. 5 Sell Side vs Buy Side 6 Is $GE Aerospace(GE)$a buy at $313? Great business, bad valuation. Phase 4 of 5 · Business 4/5 · Valuation 2/5
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading skills with you! 1 How to invest by age: $S&P 500(.SPX)$ 2 Quality of Earnings (QoE) Not all "earnings" are created equally... Before you applaud a company's profits, ask: "Are these profits backed up by cash flow"? If yes, they are high-quality earnings. 3 4 Peter Lynch returned 29% annually between 1977 and 1990. That turned $10k into $260k. Yet, during that AMAZING run, his fund dropped: 📉 10%: 15 times 📉 15%: 6 times 📉 20%: 4 times 📉 35%: 1 time AND was below its recent high more than 50% of the time. Volatility is normal. 5 The Darden Restaurants cheat sheet Phase 4 of 5 · Business 2.7/5 · Valuation 2/5 Follow me to learn more about analysis!!
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading ideas with you! 1 How to Read an Annual Report $S&P 500(.SPX)$ 2 𝗪𝗵𝗮𝘁 𝗶𝘀 the 𝗔𝗹𝘁𝗺𝗮𝗻 𝗭-𝗦𝗰𝗼𝗿𝗲? Here's everything you need to know: 3 The Wingstop cheat sheet Phase 4 of 5 · Business 3.2/5 · Valuation 4/5 4 5 Is Taiwan Semiconductor Manufacturing a buy at $430? $Taiwan Semiconductor Manufacturing(TSM)$ Exceptional business, bad valuation. Phase 4 of 5 · Business 4.7/5 · Valuation 2/5 6 The lululemon cheat sheet $Lululemon Athletica(LULU)$ Phase 4 of 5 · Business 2.3/5 · Valuation 5/5
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading ideas with you! 1 The lululemon cheat sheet Phase 4 of 5 · Business 2.3/5 · Valuation 5/5 $S&P 500(.SPX)$ 2 Investing Lessons by John Bogle 3 Underappreciated Wealth Hacks: ▪️Avoiding debt ▪️Minimzing risk ▪️Finding your "enough" ▪️Keeping the same car ▪️Resisting lifestyle creep ▪️Keeping the same house ▪️Keeping the same spouse 4 Ratios every investor should know: 5 The stock market is a reliable wealth-creation machine (when measured over the appropriate time period) 6 Capital Allocation Framework 7 Is ASML a buy at $1,692? $ASML Holding NV(ASML)$ Exceptional business, bad valuation. Phase 4 of 5 · Business 4.5/5 · V
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading skills with you! 1 How to Research a Company: $S&P 500(.SPX)$ 2 Stock Splits Explained Simply 3 4 Is Visa a buy at $389? Great business, good valuation. Phase 4 of 5 · Business 4.2/5 · Valuation 4/5 $Visa(V)$ 5 University: Pay up, learn slow, forget Mentorship: Pay nothing, learn fast, remember Entrepreneurship: Get paid, learn at hyper-speed, lessons seared into your brain forever Follow me to learn more about analysis!!
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading skills with you! 1 Margin of Safety by Seth A. Klarman $S&P 500(.SPX)$ 2 P&L Statement, Visualized If you're in business, you MUST understand how a Profit & Loss Statement works. 3 →Rent vs. Buy →Big Emergency Fund vs. Small Emergency Fund →Pay Off Debt vs. Keep It And Invest More →Cash On The Sideline vs. Always Fully Invested There are no "right" answers to these debates. Personal finance is personal. 4 The Chipotle Mexican Grill cheat sheet Phase 4 of 5 · Business 3.7/5 · Valuation 4/5 5 KPIs every investor should know 6 Is $Apple(AAPL)$ a buy at $337? Great business, bad valuation. Phase 4 of 5 · Business 4/
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading ideas with you! 1 Valuation by Stage: $Cboe Volatility Index(VIX)$ 2 From 1980 to 2014, a JP Morgan study found: ▪️ 40% of stocks lose money ▪️ 64% of stocks underperform ▪️ ~7% of stocks accounted for nearly ALL of the gains One reason indexing investing works so well is all of this chaos is invisible 3 What is Deferred Revenue? Here's everything you need to know 👇 4 The Home Depot cheat sheet Phase 4 of 5 · Business 2.7/5 · Valuation 5/5 5 Terry Smith Investing Rules 6 IFRS vs GAAP - CHEAT SHEET
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading skills with you! 1 Seth Klarman Investing Rules $S&P 500(.SPX)$ 2 20 Most Confusing Finance Terms - Explained Simply💡 See the infographic for more! 3 The McDonald's cheat sheet Phase 4 of 5 · Business 4.2/5 · Valuation 3/5 4 Emergency funds protect you from surprise home repairs, medical emergencies, or car repairs. But, they're also useful for another kind of emergency: A new boss that you can't stand 5 Is Shopify a buy at $165? Exceptional business, fair valuation. Phase 3 of 5 · Business 4.5/5 · Valuation 3/5
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading ideas with you! 1 Peter Lynch Investing Rules 2 Margin vs. Markup Knowing the difference can improve profits! 3 DCF: Perpetual Growth vs Exit Multiple 4 Is Netflix a buy at $70? $Netflix(NFLX)$ Solid business, fair valuation. Phase 4 of 5 · Business 3.8/5 · Valuation 3/5 4 The stock market is either: 1) A gambling machine 2) A reliable wealth-creation machine The only difference between 1 & 2 is your holding period. 5
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading ideas with you! 1 Bill Ackman Investing Rules $Cboe Volatility Index(VIX)$ 2 Cash Accounting vs Accrual Accounting 3 I always buy with the intention of holding forever. I actually hold until: 1: The thesis is busted 2: The thesis has played out 3: I want to use the capital for something else 4 The Delta Air Lines cheat sheet Phase 4 of 5 · Business 3.5/5 · Valuation 3/5 5 Rule of 40
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading skills with you! 1 Why Does the Stock Market Go Up? By Brian Feroldi $S&P 500(.SPX)$ 2 50 Unfortunate Truths About Investing 3 4 Follow me to learn more about analysis!!
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading ideas with you! 1 The Joys of Compounding by Gautam Baid $S&P 500(.SPX)$ 2 Trading vs Investing 3 4 Shopify 1-page overview: $Shopify(SHOP)$ Follow me to learn more about analysis!!
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading skills with you! 1 The Dhandho Investor by Mohnish Pabrai $S&P 500(.SPX)$ 2 Short investing lessons I learned the hard way: 3 4 Categories of Assets 4 Follow me to learn more about analysis!!
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading skills with you! 1 The 5 Rules for Successful Stock Investing by Pat Dorsey $S&P 500(.SPX)$ 2 Not all "earnings" are created equally... Before you applaud a company's profits, ask: "Are these profits backed up by cash flow"? This is why investors use the Quality of Earnings (QoE) test. 3 4 The Intelligent Investor by Benjamin Graham 5 Bad investing thinking I'm 100% guilty of: "It’s so cheap -- it can’t go lower." "It’s so expensive -- it can’t go any higher." "I'm too late -- I missed it." "When it rebounds to my purchase price, I’ll sell." 6 Learn How The 3 Financial Statements Link! Follow me to learn more about analysis!!
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading ideas with you! 1 One Up On Wall Street by Peter Lynch $S&P 500(.SPX)$ 2 Amortization vs Depreciation vs Impairment What's the difference? 3 Warren Buffett: 6 Signs of a Great Investor 4 The stock market is the greatest wealth-creation machine of all time but we don't teach anything about it in school. That's wrong. 5 Follow me to learn more about analysis!!
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading ideas with you! 1 Common Stocks and Uncommon Profits by Philip Fisher $Cboe Volatility Index(VIX)$ 2 How to analyze a business, FAST: Study these 12 accounting ratios. 3 What is EVA? 4 Wall Street: ✅Access to management ✅Better information ✅Faster computers ✅Trading priority ❌ Can't invest for the long-term Individual investors: ✅ Can invest for the long-term Don't waste your biggest advantage. Follow me to learn more about analysis!!
Trading Ideas: Investing Wisdom

Trading Ideas: Investing Wisdom

Hello everyone! Today i want to share some trading ideas with you! 1 Public Company vs Private Company $Cboe Volatility Index(VIX)$ 2 Every investor should memorize this: 3 Debt: Selling your future income at a discount. Cash: Creates options for your future self. Pay off your debts & build a cash cushion. Your future self will thank you. 4 Active income: Income earned by working Ex: Salary, bonus Passive income: Income that is not directly tied to active work Ex: Dividends, interest, capital gains To become wealthy, spend your free time learning how to convert active income into passive income. 5 50% gain on $100: $50 5% gain on $10,000: $500 In the beginning, focus on saving & investing more, not on maximizing returns
Trading Ideas: Investing Wisdom

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