Thrilled to be joining The Intrinsic Value Podcast and the awesome team! I remember how I started listening to The Investors Podcast (The Investor's Podcast) back in 2017, so it feels surreal to be part of it now. Can’t wait to break down businesses with Shawn and uncover some great

This is David Tepper. He is worth over $20 billion and is the Founder and CEO of the Appaloosa Hedge Fund. He has had tremendous returns of 20%+ annually for decades and is famous for delivering 120% returns in 2008. Here are his Top 7 Investing Rules:

7. Understand Central Bank Policy As a hedge fund manager, he focuses more on macroeconomics than renowned value investors. He once said never to fight the FED. He pays close attention to the decisions of the FED.

What's your take on his current China positioning? Thanks for reading! 1. Please Like and Retweet if you enjoyed it! 2. Follow me for more Daniel and get the best investment deep dives at The Intrinsic Value Podcast. Have a great day! x.com/MnkeDaniel/sta…

Life and Investing advice by Charlie Munger: What’s the one thing you learned from him that comes to your mind? For me, it’s Mental Models.

As individual investors, one of our biggest advantages is not to be pressured by clients. But we often pressure ourselves. To avoid this, I like to read about Psychology and Behavior. Here are some of my favorites: (Bookmark for later) What's your favorite on this topic?

Charlie Munger wasn’t just one of the greatest investors of all time — he was also one of the wisest thinkers. Many years ago, he gave a legendary speech at USC. Here are 6 timeless lessons from it — for building a successful life 👇

6. "You do not want to drift into self-pity!" Self-pity has never improved any situation. It's a destructive mode and very hard to escape once you enter. Life can come at you in unexpected ways that might feel unfair. But self-pity is never the right answer.

Thanks for reading! If you like this post, please Like and Retweet it! Follow me Daniel for more. Follow The Intrinsic Value Podcast for the best Stock Deep Dives. Have a great day!

Sign up for Free Weekly Company Breakdowns: intrinsicvalue.beehiiv.com/?utm_source=Al… Yesterday, we released our Nike Write-Up:

Bill Ackman sold his Nike stock. But he didn't close his bet! Instead, he doubled down! Buying $1.4 worth of deep in-the-money calls! Since he entered Nike, the stock is down another 28%. Is it a good time to buy now? Let's take a look at Nike's Valuation: $NKE 👇

6. Intrinsic Value (simplified approach) Do I have high conviction in Nike? No, I don't. Is it a bargain at these prices? No, it's not. Where is bargain territory for Nike? Probably in the mid $40s. Do I believe in the long-term turnaround? Yes, I do. What about you? Get

If you enjoyed this company breakdown, please like and Retweet it. Leave a comment on what you think about Nike. I know there are a lot of different opinions... Looking forward to your opinion, but be kind and respectful!

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