Got my $BRK meeting credentials! Less than a month left, excited.

Will be my third time, first since 2018.

Buffett once wrote about Jamie Dimon's letters: 'I recommend that you read his annual letter.'

In the latest letter, Dimon seems to be quite cautious, although this is to be expected from the CEO of one of the largest financial groups.

Here are some interesting points 🧵👇🏽…

Joe Tsai, co-founder and chairman of Alibaba, recently spoke to Nicolai Tangen CEO of Norges.

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✅“When we look internally and kind of self-reflect over the last several years, we have fallen behind because we forgot about who our real customers are. Our customers are the…

What’s behind a truly successful investment? Seven ideas inspired by the visit to the Barcelona Zoo.

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1⃣ Avoid group thinking.

7⃣ If you follow these steps, you should be able to discover many Hidden Value Gems 😀

“Men are not prisoners of fate, but only prisoners of their own minds.”

- Franklin D. Roosevelt

'To do things right, first you need love, then technique'
- Antoni Gaudí

My latest portfolio review
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hiddenvaluegems.com/newsletter/tpo…

✅“Remember, a simple 2 percentage point increase in rates essentially reduced the value of most financial assets by 20%, and certain real estate assets, specifically office real estate, may be worth even less due to the effects of recession and higher vacancies. Also remember…

This may be another reason why markets have been so strong:

➡️ “The global supply of public equity is shrinking at its fastest pace in at least 25 years, as economic and geopolitical uncertainty weighs on new share sales while companies keep buying back large volumes of their…

6⃣ In the meantime, attend shareholder meetings to learn more about the business.

2⃣ Don't waste energy on random stuff, wait for the best opportunity.

Lin 🚢 Kyle Grieve Stay Winning | A Financial Health Podcast Marc Rundquist FundamentalSage Dom Loves Investing | Road to 100K Italo Mendonca🚢 Destination Investing Oliver | MMMT Wealth (CPA) Alexis Hidden Value Gems You can grab my cheat sheet with 40 financial metrics for fundamental analysis here:
stoicvalue.com/newsletter/cur…

8️⃣ Curiosity is a great quality of successful investors.

By some measures, current markets are more concentrated than ever before.

Lower concentration seems to have been historically good for stocks.

5⃣ Have patience to let your investment compound over many years, don't rush to sell your winners.

✅“When we purchased First Republic in May 2023…we thought that the current banking crisis was over. If long-end rates go up over 6% and this increase is accompanied by a recession, there will be plenty of stress — not just in the banking system but with leveraged companies and…

3⃣ Don't look for opportunities in the most common place where everyone else is hunting.

Hey folks, could you recommend some top-notch newsletters focused on investing and fundamental analysis?

I'll go first:
- Compounding Quality offers insightful analysis and impressive visuals on financial fundamentals;
- Hidden Value Gems is an outstanding Twitter account;
-…