Matthew Harbaugh (@themattharbaugh) 's Twitter Profile
Matthew Harbaugh

@themattharbaugh

Quality GARP Investor | Trying to buy wonderful businesses at fair prices | Sharing my journey at matthewharbaugh.substack.com

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linkhttps://linktr.ee/themattharbaugh calendar_today19-04-2023 01:47:45

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Matthew Harbaugh (@themattharbaugh) 's Twitter Profile Photo

How Tom Valenzuela picks high-quality stocks (3 steps) 1. Create a small investment universe & estimate the 5 year stock price 2. Concentrate and weight stocks with the highest appreciation potential at the top 3. Keep turning over new rocks, but keep a low investment turnover

How Tom Valenzuela picks high-quality stocks (3 steps)

1. Create a small investment universe & estimate the 5 year stock price

2. Concentrate and weight stocks with the highest appreciation potential at the top

3. Keep turning over new rocks, but keep a low investment turnover
Matthew Harbaugh (@themattharbaugh) 's Twitter Profile Photo

François Rochon on $CSU "You're struck by the transparency, the focus, the humility and the authenticity. We're not being sold, but are treated like partners."

François Rochon on $CSU

"You're struck by the transparency, the focus, the humility and the authenticity. We're not being sold, but are treated like partners."
Matthew Harbaugh (@themattharbaugh) 's Twitter Profile Photo

Drew Cohen of Speedwell Research on $GOOG $GOOGL 3 main risks 1. Product encroachment 2. Form function changes 3. AI changes competitive landscape "AI is like a heat wave: it's not impossible, but it seems unlikely something doesn't catch fire."

Drew Cohen of <a href="/Speedwell_LLC/">Speedwell Research</a> on $GOOG $GOOGL 3 main risks

1. Product encroachment 
2. Form function changes
3. AI changes competitive landscape

"AI is like a heat wave: it's not impossible, but it seems unlikely something doesn't catch fire."
Speedwell Research (@speedwell_llc) 's Twitter Profile Photo

Finished recording our Airbnb company episode 🔷~🔷~🔷 It’s currently 4.5 hours long… As we edit it, check out our other company episodes below! These are like Acquired + Business Breakdowns podcast episodes combined Find them all in the directory below 👇

Finished recording our Airbnb company episode 

🔷~🔷~🔷

It’s currently 4.5 hours long… 

As we edit it, check out our other company episodes below! 

These are like Acquired + Business Breakdowns podcast episodes combined 

 Find them all in the directory below 👇
Matthew Harbaugh (@themattharbaugh) 's Twitter Profile Photo

4 ways you can take advantage of behavioral inefficiencies by Michael Mauboussin 1. Be mindful of Mr. Market 2. Lean on facts, facts rule the day 3. Rely on valuation, markets follow intrinsic value 4. There are different time cycles; large bubbles take years to pop

4 ways you can take advantage of behavioral inefficiencies by Michael Mauboussin 

1. Be mindful of Mr. Market
2. Lean on facts, facts rule the day
3. Rely on valuation, markets follow intrinsic value
4. There are different time cycles; large bubbles take years to pop
Leandro (@invesquotes) 's Twitter Profile Photo

Peter Lynch on investing in turnarounds in a 1994 article: "Missing the bottom on the way up won't cost you anything. It's missing the top on the way down that's always expensive." This has been one of my top 5 learnings over the past few years.

Peter Lynch on investing in turnarounds in a 1994 article:

"Missing the bottom on the way up won't cost you anything. It's missing the top on the way down that's always expensive."

This has been one of my top 5 learnings over the past few years.
Speedwell Research (@speedwell_llc) 's Twitter Profile Photo

Bernard Arnault on how to weather $LVMH during economic slowdowns: And when the economic climate becomes more challenging, as is the case now, a portion of the customer base has a greater difficulty in acquiring products than the affluent customers that is less affected. And

Bernard Arnault on how to weather $LVMH during economic slowdowns: 

And when the economic climate becomes more challenging, as is the case now, a portion of the customer base has a greater difficulty in acquiring products than the affluent customers that is less affected.

And
Matthew Harbaugh (@themattharbaugh) 's Twitter Profile Photo

Naval Ravikant on why you need ownership in a business to become rich "If you don't own a piece of a business, you don't have a path towards financial freedom."

Naval Ravikant on why you need ownership in a business to become rich

"If you don't own a piece of a business, you don't have a path towards financial freedom."