Yorrin van der Graaf

Ok i’ve been rereading @naval this week and honestly half of his stuff is better investing advice than most investing books so here are 15 lessons from naval that every investor should hear. some of these hurt a little 🧵

Genuinely curious. Knowing the history of AdTech businesses. Why would it be different this time for $APP? Why can $APP remain the outlier for years to come and not end up like other businesses... down the gutter?

I had a blast reading Ian Cassel his book and listening to his talks. I broke down his playbook so you can learn from the man who lost it all, gained it back, and started living (and caring for his family) off his portfolio. The link is in my bio. 👇

Here are some stocks with a 10-year average FCF margin of 60%+ $IBKR Interactive Brokers Group, Inc. $PSA Public Storage $O Realty Income Corporation $OHI Omega Healthcare Investors, Inc. $GLPI Gaming and Leisure Properties, Inc. $ADC Agree Realty Corporation $HASI HA Sustainable Infrastructure Capital, Inc. $FCPT Four Corners Property Trust, Inc. $COF Capital One Financial Corporation $DNB Bank ASA $CBK Commerzbank AG

In my view, the biggest investment risk is not the volatility of prices, but whether you will suffer a permanent loss of capital. Not only is the mere drop in stock prices not risk, but it is an opportunity. Where else do you look for cheap stocks? — Li Lu

$APP ripped 30%+ on earnings. Is there still value, or has the discount evaporated?

Why's nobody talking about the fact that $ACN is up almost a whopping 100% since June lol

To $NOVO or not to $NOVO?

$MCD > $MU

What's actually a bear thesis on $UBER right now? Been digging some more into Uber, but I struggle to see the true bear thesis. Slight biases, since I am bullish. Educate me.

''Risk comes from not knowing what you're doing, and the best investment you can make is in yourself'' - Warren Buffett

Why's the market loving it that the US voted blue, not red? Look at $GOOGL, $AMZN, $V, $MA, $AAPL and even $JPM lol

$ORCL is backing off from cash burning. Saw this coming from a mile away. They're getting cash at loan shark rates, lol. Their bonds are on the verge of a junk rating.

FYI if something is 'free to use'. You're the product.

Is the AI buildout a prisoner's dilemma for hyperscalers? $AMZN $GOOGL $ORCL $BABA $META $MFST

When you discover leverage for the 1st time:

This unknown man is trusted with Berkshire's next move, admired by Warren Buffett, and loved by Charlie Munger. He worked with the greatest investors, got to speak to them on a regular basis, learned from them, and practically became them He dropped the formula. Link in bio.