Investing resourses
After numerous conversations with investors and market entrants seeking guidance, we decided to compile our most valued resources. We believe wealth creation is a marathon, not a sprint, and the reference material in this guide is a reflection of our core principles.
Core Principles
1. Diversification: We spread risk across multiple asset classes, sectors, and geographies to protect against concentrated losses.
2. Income Generation: Dividend collection is a core feature of our portfolio, providing steady cash flow and compounding opportunities.
3. Long-Term Perspective: Our investment decisions are made with a multi-year horizon, allowing us to benefit from compounding and ride out short-term market volatility.
4. Quality First: Emphasis on companies with strong balance sheets, competitive advantages, and predictable cash flows
5. Rational Decision Making: Evidence-based investing decisions, not emotional reactions to market movements
Essential Learning Resources
Foundational Books
The Psychology of Money by Morgan Housel
100 Baggers by Christopher Mayer
Quality Investing by Lawrence A. Cunningham
The Most Important Thing by Howard Marks
One Up On Wall Street by Peter Lynch
After you cover the basics
Poor Charlie Almanack
Great to audiobook
All “The Little Books,” Common Sense Investing, That Still Beats the Market, Valuation
The Richest Man in Babylon
Online Courses
Aswath Damodaran's Valuation @ NYU Stern
Brian Feroldi's Long-Term Mindset course
YouTube Channels & Podcasts
On Youtube
Joseph Carlson was the first YouTube analyst we paid attention to. His investing style is influenced by the same masters we inspire. You will get value from his main channel and secondary after-hours thoughts.
Ben Felix provides evidence-based investing principles that will hurt the beginner's investor brain. Take it as a personal challenge and growth path to comprehend his thinking.
Brian Feroldi was a Motley Fool contributor who took his own path and delivered great content to the community. Start with the Cash flow statement, Income statement, Balance sheet, and How the 3 financial statements link together
On Podcasts
The Best One Yet, previously Robinhood Snacks, is our daily podcast, which provides 15 minutes of market news entertainment.
The Memo by Howard Marks, incredible thinking worth sitting back and taking notes.
Financial Publications & Research
Seeking Alpha, deep-dive analysis from diverse contributors
Financial Times, global market coverage, and premium market insights
Motley Fool Stock Advisor, long-term focused stock recommendations, and educational content
Compounding Quality, Pieter and I started writing Compounding Quality in July 2022
Research & Analysis Tools
Qualtrim, portfolio tracking and analysis, dividend monitoring, performance metrics, and KPIs
Finviz, market visualization
Finchat, AI features for conversational analysis
TipRanks, analyst consensus & price target
“More than I want big returns, I want to be financially unbreakable. And if I’m unbreakable I actually think I’ll get the biggest returns, because I’ll be able to stick around long enough for compounding to work wonders.”
