Twitter-Thread Archive

Here is an archive of all the Twitter Threads that I’ve written:

• How to Analyze the 3 Financial Statements

• How to read a Balance Sheet

• A Summary of Joel Greenblatt’s Columbia Class Notes

• Learnings from Howard Marks Investment Memos

• Timeless Wisdom from Li Lu

• An Investment Psychology Checklist

• How to read a Cash Flow Statement

• How to Read an Annual Report

• 5 Biases from “Thinking, Fast and Slow”

• Valuation Lessons from Aswath Damodaran

• The Key Concepts of Seth Klarman’s Investment Philosophy

• Learnings from David Rubenstein’s “How to Invest”

• A List of Charlie Munger’s Favorite Books

• The Investment Strategy of Walter Schloss

• A Summary of Bruce Greenwald’s Class Notes

• Why P/E Ratios can be Misleading

• Rakesh Jhunjhunwala’s Investment Strategy Explained

• 9 Rules of Stoic Philosophy that Make You a Better Investor

• Book Recommendations by Charlie Munger

• Book Recommendations by Warren Buffett

• The Problem with Investing Based on Ratios

• Bill Miller Investing Strategy

• The 7 Most Powerful Psychological Razors

• The Da Vinci Principle for Genius

• The Most Important Thing by Howard Marks - Visualized

• How Investors Should Think About Risk

• Book Recommendations for Beginners, Intermediates, and Professionals

• Charlie Munger’s USC Speech

• Biases and Human Misjudgment (Long Tweet)

• The Characteristics of Superinvestors (Long Tweet)

• 9 Mental Models to Level Up Your Thinking