Kyle Grieve
@IrrationalMrkts · Listen In ➡️ · joined 27 Apr 2020
Host of We Study Billionaires podcast | Empowering retail investors to compound wealth with stocks | '20-'25: 19% Compound Annual Gain
31 078Followers
411Following
18 388Posts total
745.9KViews on collected posts
Ultimi post
Cerchiamo nuovi post…
Looking forward to reading this!
Thanks @SteadyCompound https://t.co/W4rXXJhMk7
5.5K views · 21 likes
· 2 reposts · 2 replies
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Fan of Richer, Wiser, Happier and want to deeply apply the lessons from that book to yourself?
Then you just might be right for the Masterclass 👇🏽
2.4K views · 4 likes
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I'm very excited to announce that I'm launching a new Richer, Wiser, Happier Masterclass for a small, intimate group of keen investors & passionate learners who'd like to study with me over the course of a year. We'll meet monthly over Zoom to discuss the most important themes in
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SpaceX is down 38% from its all-time high and trading below its IPO price.
Is it an intriguing investment now?
Let's dig in:
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@IrrationalMrkts https://t.co/1GXrZ1KZeu
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GIF
@IrrationalMrkts Great numbers. Expectations were lofty.
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Another W for Aritzia shareholders:
• Revenue up 43%
• Net Income up 98%
• EPS up 175%
• No debt
US expansion plans exceeded my expectations by a long shot at 55% revenue growth!
$ATZ.TO $ATZAF
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@IrrationalMrkts Warren Buffett's No. 1 holding, Apple doesn't tick many of these boxes!
And it never did tick the management integrity one...Steve Jobs backdated options to himself
WB is great at marketing, but much of what he does from investing in derivatives to selling most
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TL;DR - 8 Warren Buffett approved investing red flags:
1. No moat
2. Erratic profits
3 No pricing power
4. Low profit margins
5. Low returns on equity
6. Highly competitive industry
7. Excess production capacity
8. Too much reliance on good management
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There are exceptions to all of these rules.
But the exceptions are few.
If you spent your investing career avoiding these as much as possible, you'd STILL do very well.
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No identifiable competitive advantage
If you can't identify a company's moat put it in the too-hard pile.
Maybe you'll figure it out down the road, but don't feel the need to waste too much time thinking about it.
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Low returns on equity
Investing is a game of capital allocation.
If a business cannot allocate capital efficiently, it has no place in Buffett's portfolio (or yours).
You can look at ROE to get a good idea of how efficient a business and management is with capital allocation.
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Erratic profits
Great investments have predictable cash flows.
If a business has erratic profits, it means it will be very hard to predict how successful it will be from year to year.
Skip these, you'll have a lot less headaches.
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No pricing power
Buffett loves businesses that he can increase prices on without seeing a mass exodus of customers.
When you find one of these businesses that can do it for decades, hold on tight, you'll expose yourself to some incredible gains.
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Highly competitive industry
There can be great businesses in highly competitive industries.
But... usually, they live a short life of excellence before their competitive advantages get withered away by additional capital that enters the industry.
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Low profit margins
If a business can barely convert its revenue into profits, that signals a few things:
1. If revenue were to decrease, the business more easily become unprofitable.
2. It's in a highly competitive industry, where margin expansion is unlikely
25.4K views · 79 likes
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Warren Buffett famously said, "The difference between successful people and really successful people is that really successful people say no to almost everything."
Here are Buffett's 8 easily identifiable red flags to say "no" to: https://t.co/czQEXAnTsS
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Excess production capacity
If competitors can easily flood the market with supply, then you have a commodity-like product.
It's hard to succeed in these industries as there will be a lack of product differentiation.
25.6K views · 94 likes
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Rispetto ad account della stessa dimensione
7 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a molti, ma pochi di loro reagiscono.
Visualizzazioni mediane5 489questo account924mediana per 10K–100K
Copertura, %17.66%questo account3.62%mediana per 10K–100K
Interazione, %0.33%questo account1.52%mediana per 10K–100K
| Metrica | Questo account | Mediana per 10K–100K | Rapporto |
|---|---|---|---|
| Visualizzazioni mediane per post | 5 489 | 924 | 5.94× |
| Copertura (visualizzazioni ÷ follower) | 17.66% | 3.62% | 4.88× |
| Tasso di interazione | 0.33% | 1.52% | 0.22× |
Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
22.5K16 Sep
20.7K
16.1K
17.2K
14.5K
15.8K
4K17 Sep
10.3K9 Jul
223
608
7.2K19 Jul
6.3K27 Jul
2.4K28 Jul
5.5K31 Jul
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.41%16 Sep
0.34%
0.38%
0.34%
0.30%
1.24%
0.68%17 Sep
0.49%9 Jul
0.00%
0.33%
0.22%19 Jul
0.70%27 Jul
0.21%28 Jul
0.47%31 Jul
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes51.6%2 358 in total
Reposts6.7%305 in total
Replies1.7%76 in total
Quotes0.4%17 in total
Bookmarks39.7%1 811 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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