Background
I found this account on twitter, and the lessons they provided were incredible, so I saved the tweet threads which I went through. I’ll save down more threads as I go through more of their content.
Notes
Notes on 10-K Diver2022 Threads
Protecting Ourselves From InflationMy Favourite Charlie Munger Quote: Why Quality Trumps PriceHow Inflation Can Bring Down Business ReturnsLuck vs Skill, Certainty vs UpsideHow Cash Flow Timing Impacts Shareholder ReturnsHow Businesses DieThe Trouble with Debt to Equity RatiosThe Devil’s Card GameThe Art and Science of ValuationThe Economics of Internet NewslettersThe Elements of a Cockroach PortfolioIncome StatementsKey Concepts Related to Compounding and Exponential GrowthThe Magic of Retained EarningsWhat Can Horse Racing Teach us About Value Investing?Why and How to Read a Balance SheetThe Volatility TaxNew Year, Old Financial Independence Concepts