Most investors are too scared to leave the colony 🐧 They seek safety in numbers. They survive, but they never build real wealth. Munger taught us that alpha comes from doing what the penguin did: turning your back on the crowd when it feels most uncomfortable 📉 Stop

TAB Gıda DEEP DIVE is live on Patreon. 🍔 📌patreon.com/posts/tab-gida…

“The best way to get what you want is to deserve what you want.” 💡 Improve your skill set 📚 Build reputation 🏛️ Do the work when no one is watching 🧱 Stack that with Munger’s Lollapalooza Idea and outcomes don’t add up… they multiply 📈

The penguin understands. 🐧🧠 #RYSAS #RYGYO

"Succession is the greatest drama about business ever made." 👔 Me, an intellectual: 🧐🍷🤌

Druckenmiller and Munger Explain Position Sizing, Bet Big on Your Best Idea: youtu.be/HBiaknVh_0U?si…

New video on #TABGD : youtu.be/75EzwnnSiQA

Investing is not that complex, just follow Graham's playbook👇 1- Treat a share of stock as a proportional ownership of the business. 2- Buy at a significant discount to intrinsic value to create a margin of safety. 3- Make a bipolar Mr. Market your servant rather than your

I see a Turkish company making data center investments and analysts are celebrating the EBITDA boost. Sure, EBITDA will look great. Wait until depreciation kicks in and you'll remember what EBITDA really stands for: Earnings Before I Tricked Dumb Analysts.

Part 1 of my new analysis on Patreon: patreon.com/posts/turkish-…

Ben Graham told a story forty years ago that illustrates why investment professionals behave as they do. An oil prospector, moving to his heavenly reward, was met by St. Peter with bad news. “You’re qualified for residence,” said St. Peter, “but, as you can see, the compound

"The iron rule of nature is that you get what you reward for. If you want ants to come, put sugar on the floor." -Charlie Munger.

The beef between Cassandra Unchained and some of the tech investment content creators is peculiar. On one side, a successful investor who's proven himself for decades. On the other, guys riding the post-Covid bull market. Palantir is trading at around 75 times revenue (according to

👀#RYSAS