Dennis Hong has emerged as one of the most talented young investors on Twitter and he has a lot to teach us. If you have not listened and re-listened to Dennis Hong’s interview on Good Investing, you are missing a lot of gold investing nuggets. It’s not surprising that Dennis worked at Altimeter, because the… Continue reading @DennisHong17 Gets the Process of Investing
Month: September 2021
Ram Parameswaran’s “No-Brainer” stock list.
On the latest Panic With Friends podcast, Ram Parameswaran @_ram_ of Octahedron Capital gave his “No-Brainer” stock list. $ZM $SHOP $SQ $PYPL $PTON $CVNA $TWLO $U $AMZN $GOOGL Also mentioned: $NKE Solid list. Great research list if you don’t own these already.
A Checklist of Buffett’s Investing Process
This simple checklist was produced by inverting Warren Buffett’s classic article on GEICO. What mental or written checklist can we imagine Buffett used to think about GEICO and write the article? Relative performance of industry (Is Mr. Market presenting an opportunity?) Recent performance of industry Nature of the industry Advantages Disadvantages History (brief) of the company… Continue reading A Checklist of Buffett’s Investing Process