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Kyle G

100-Baggers Mindset

4y ago

Collecting high quality businesses | I build and manage my portfolio to get 15% CAGR w/ minimal risk | Tweets & threads about timeless principles and analysis.

I love learning about investing in publicly traded companies.

Unfortunately, when I first got interested in investing, I had a hard time figuring out how and where to start.

So, if you are trying to learn more about investing, here's the best way to get started:

Read: "The Warren Buffett Way" by Robert Hagstrom. This will give you a lay of the land, and is a helpful way to get your bearings. Its a must-read beginner resource for anyone interested in intelligent investing.

You'll learn:

  • Why you should think of stocks as business

  • How lower prices offer more safety

  • The difference between price and value

  • Why you should welcome price declines

And a tonne more of instantly use information.

Honorable mention: One Up On Wall Street - Peter Lynch

Watch: "Trying to Solve the Investment Puzzle" by Chuck Akre on YouTube.

This video will help you understand:

  • The qualities of a good business

  • The power of compounding

  • The importance of returns on owners capital

Honorable mention: Mohnish Pabrai discussing Buffett's Coca-Cola investment

Listen to: "Invested: The Rule #1 Podcast."

If you really want to start going down the rabbit hole, listen to Episode 4:

  • A great listen on understanding competitive advantages.

  • What returns on equity shows us about companies moat

Honorable mention: The Investors Podcast Episode 1-4

These 3 resources will exponentially accelerate your learning process.

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