Casey Donaldson @donaldsonfunds Twitter profile

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Casey Donaldson

@donaldsonfunds

2 years

25 Insights from Nassim Taleb:

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Casey Donaldson

@donaldsonfunds

10 months

Billionaire “Old School” Investors: 1. Carl Icahn 2. Warren Buffett 3. Charlie Munger 4. Howard Marks 5. Nick Sleep Billionaire Day Traders: 1. 2. 3. 4. 5. The second list isn't blank on accident.

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Casey Donaldson

@donaldsonfunds

1 year

Billionaire "Old School" Investors: 1. Carl Icahn 2. Warren Buffett 3. Charlie Munger 4. Howard Marks 5. Nick Sleep Billionaire Day Traders: 1. 2. 3. 4. 5. The second list isn't blank by accident.

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Casey Donaldson

@donaldsonfunds

2 years

Peter Lynch achieved a legendary 29% return between 1977 and 1990 in the Magellan Fund. Here are his 20 rules for investment:

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Casey Donaldson

@donaldsonfunds

2 years

Investment Themes by the Decade: 1950s: European stocks 1960s: Nifty Fifty 1970s: Emerging markets 1980s: Japenese Stocks 1990s: American Technology 2000s: Emerging markets/Commodities 2010s: American Mega Caps What will be the theme for the 2020s?

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Casey Donaldson

@donaldsonfunds

4 years

6 Daily Success Habits: 1. Plan your day the night before. 2. Set up a morning routine. 3. Spend some alone time thinking. 4. Read at least 30 minutes. 5. Exercise. 6. Practice gratitude.

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Casey Donaldson

@donaldsonfunds

1 year

"I could end the deficit in 5 minutes. You just pass a law that says that anytime there is a deficit of more than 3% of GDP all sitting members of congress are ineligible for re-election." --Warren Buffett

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Casey Donaldson

@donaldsonfunds

1 year

Billionaire “Old School” Investors: 1. Stan Druckenmiller 2. Warren Buffett 3. Charlie Munger 4. Howard Marks 5. Peter Lynch Billionaire Day Traders: 1. 2. 3. 4. 5. If you think I accidentally left the second list blank, reread it.

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Casey Donaldson

@donaldsonfunds

1 year

"In weak companies, politics wins. In strong companies, best ideas win." --Steve Jobs

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Casey Donaldson

@donaldsonfunds

1 year

"People who use EBITDA are either trying to con you, or they're conning themselves." --Warren Buffett

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Casey Donaldson

@donaldsonfunds

2 years

Billionaire “Old School” Investors: 1. Carl Icahn 2. Warren Buffett 3. Charlie Munger 4. Howard Marks 5. Leon Cooperman Billionaire Day Traders: 1. 2. 3. 4. 5. The second list isn't blank on accident.

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Casey Donaldson

@donaldsonfunds

2 years

Carl Icahn paid his way through college by playing poker with the owners of the country club he worked at. After the first week, he lost his entire paycheck. Two weeks later, things changed. Carl Icahn manages $20 billion for Icahn Capital Management. His top 5 positions:

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Casey Donaldson

@donaldsonfunds

2 years

Warren Buffett's Ten Longest Held Stocks: 1. Coca-Cola: 34 years 2. American Express: 29 years 3. Moody's: 22 years 4. Globe Life: 21 years 5. P&G: 17 years 6. J&J: 16 years 7. US Bancorp: 16 years 8. UPS: 16 years 9. Mondelez Int'l: 15 years 10. BYD: 13 years

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Casey Donaldson

@donaldsonfunds

4 years

6 Habits to Develop for Success: 1. Start early ⏰ 2. Learn daily 📚 3. Spend less than you earn. 📈 4. Exercise 🏋️‍♂️ 5. Take time to think. 🤔 6. Help Others🆘 Success is a result of powerful habits.

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Casey Donaldson

@donaldsonfunds

2 years

David Einhorn is one of Wall Street's most watched investors due to his bold calls. Also, playing in the world poker series doesn't allow you to fly under the radar. He placed 9th in 2019. Einhorn manages $1.4 billion for Greenlight Capital. Here are his top five positions:

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Casey Donaldson

@donaldsonfunds

1 year

“It’s an easy game if you can control your emotions.” —Warren Buffett

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Casey Donaldson

@donaldsonfunds

1 year

"Be a business analyst, not a market, macroeconomic, or security analyst." --Charlie Munger Nine ways a business analyst thinks from Charlie Munger:

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Casey Donaldson

@donaldsonfunds

1 year

Terry Smith is known as one of the world's greatest quality investors and the 'English Warren Buffett.' Terry Smith manages $21 billion for Fundsmith. Here are his top five positions:

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Casey Donaldson

@donaldsonfunds

11 months

What Peter Lynch looks for when investing: Trailing PE: < 25 Forward PE: < 15 Debt/Equity: <35% EPS Growth: >15% Market Cap: <$5 billion

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Casey Donaldson

@donaldsonfunds

1 year

Investing rules: 1. Slow is fast 2. Less is more 3. Patience is priceless

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Casey Donaldson

@donaldsonfunds

1 year

20 Investment lessons from the "Father of Value Investing" himself, Ben Graham:

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Casey Donaldson

@donaldsonfunds

2 years

"When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something." --Warren Buffett Marks manages over $7 billion for Oaktree Capital Management. Here are his top five positions:

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Casey Donaldson

@donaldsonfunds

1 year

"All the math you need in the stock market you get in the 4th grade." --Peter Lynch

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Casey Donaldson

@donaldsonfunds

2 years

"I bought a company in the mid-90's called Dexter Shoe and paid $400 million for it. And it went to zero. And I gave about $400 million of Berkshire stock, which is probably now worth $400 billion. But I've made a lot of dumb decisions. That's part of the game." --Warren Buffett

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Casey Donaldson

@donaldsonfunds

2 years

"The single most important decision in evaluating a business is pricing power. If you've got the power to raise prices without losing business to a competitor, you've got a very good business." --Warren Buffett

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Casey Donaldson

@donaldsonfunds

4 months

"Intelligent people make decisions based on opportunity costs." --Charlie Munger

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Casey Donaldson

@donaldsonfunds

2 years

"In investments, you have to first survive in order to succeed. People somehow miss this basic idea completely." --Warren Buffett

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Casey Donaldson

@donaldsonfunds

1 year

Never give up in the first few years. These are the hardest. Wealth grows slowly. You have to give it at least a decade.

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Casey Donaldson

@donaldsonfunds

2 years

Michael Burry is one of the most famous investors of today. His fund made $700 million shorting the housing market in 2008 and is one of the main stories in the movie 'The Big Short.' Burry manages $41 million for Scion Asset Management. Here are his top five positions:

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Casey Donaldson

@donaldsonfunds

1 year

"Buying a cyclical after several years of record earnings and when the PE ratio has hit a low point is a proven method for losing half of your money in a short period of time." --Peter Lynch

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Casey Donaldson

@donaldsonfunds

11 months

Charlie Munger is a Republian. Warren Buffett is a Democrat. They have been best friends and business partners for five decades. This is how politics should be.

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Casey Donaldson

@donaldsonfunds

2 years

Charlie Munger trusts only one person with his capital other than Warren Buffett. This person is Li Lu. Li Lu manages $1.7 billion for Himalaya Capital Management. Here are his top five positions:

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Casey Donaldson

@donaldsonfunds

2 years

Seth Klarman is sometimes known as "The Next Warren Buffett" or "The Oracle of Boston," yet he still thinks Buffett is the better investor. Klarman manages roughly $30 billion for Baupost Group. Here are his top five positions:

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Casey Donaldson

@donaldsonfunds

2 years

Warren Buffett’s 12 investment principles: The Business 1. The business must be simple and understandable. 2. The business must have a consistent operating history. 3. The business must have favorable long-term prospects.

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Casey Donaldson

@donaldsonfunds

2 years

1. The only problem with the last laugh is that the winner has to laugh alone. 2. Intelligence without imagination is a deadly combination. 3. There is no more unmistakable sign of failure than a middle-aged man boasting of his successes in college.

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Casey Donaldson

@donaldsonfunds

4 months

"Finance has three simple rules: maintain a clear mind, figure out asymmetries, never talk to idiots." --Nassim Taleb

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Casey Donaldson

@donaldsonfunds

10 months

"Focus on return on equity, not earnings per share." --Warren Buffett

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Casey Donaldson

@donaldsonfunds

3 years

Successful people invest in: Skills 📖 Family home 🏘️ Real estate 🏢 Health 🍎 Stock market 📈 Relationships 👩‍❤️‍👨 Personal balance sheet 💳

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Casey Donaldson

@donaldsonfunds

1 year

François Rochon has beaten the market by a mile every year. He has returned his investors 6000% over 30 years. Here are his 8 pillars of investing:

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Casey Donaldson

@donaldsonfunds

1 year

99% of Warren Buffett’s wealth came after retirement age. Quit trying to rush things at 25.

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Casey Donaldson

@donaldsonfunds

3 years

If you've ever bought a stock, you have: 1. Saved. 2. Made the decision to invest. 3. Opened an account. 4. Funded an account. 5 Found an investment. 6. Placed an order. 7. Put your capital at risk. No matter the outcome, you've taken action to better yourself financially.

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Casey Donaldson

@donaldsonfunds

4 years

How to invest like a millionaire💰: 1. Minimize tax exposure. 2. Always keep costs low. 3. Pay attention to the world around you. 4. Take calculated risks. 5. Buy appreciating assets.

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Casey Donaldson

@donaldsonfunds

2 years

Charlie Munger is 98 and has longer investment outlooks than most 28 year old's. Thinking in decades is an advantage.

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Casey Donaldson

@donaldsonfunds

11 months

Investors that got rich with concentration: Charlie Munger Warren Buffett Phil Fischer Jeff Bezos Bill Gates Joel Greenblatt Mark Zuckerberg Diversification is for when you don’t know what you’re doing.

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Casey Donaldson

@donaldsonfunds

2 years

The 10 Most Popular Food Brands by Sales: 1. McDonald's: $46B 2. Starbucks: $24.3B 3. Chick-Fil-A: $16.7B 4. Taco Bell: $12.6B 5. Wendy's: $11.1 B 6. Dunkin: $10.4B 7. Burger King: $10B 8. Subway: $9.4B 9. Dominos: $8.6B 10. Chipotle: $7.5B Which is your favorite?

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Casey Donaldson

@donaldsonfunds

1 year

"We want to buy companies with no increase in shares outstanding over the last 10 years." --Nick Sleep

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Casey Donaldson

@donaldsonfunds

2 years

"Investors can only earn what companies themselves can earn. How can you get anything more out of a farm than what it grows?" --Warren Buffett

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Casey Donaldson

@donaldsonfunds

2 years

Bill Miller invested in Amazon in 1999 and rode it down from $107 to $5.50. While Barron's was calling Jeff Bezos 'Just Another Middleman,' Miller built the investment of a lifetime. Bill Miller manages $1.7 billion with Miller Value Partners. Here are his top 5 positions:

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Casey Donaldson

@donaldsonfunds

4 years

If a stock goes from $100 to $500, does it really matter if you got in at $99.56 or $101.79? If you find a high-quality business with a huge growth potential, don't haggle over pennies. Buy it.

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Casey Donaldson

@donaldsonfunds

1 year

"I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines." --Charlie Munger

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Casey Donaldson

@donaldsonfunds

2 years

Charlie Munger played bridge every Friday at the LA Country Club and often called on Mohnish Pabrai as a substitute if one of the older guys couldn’t get out of bed. Pabrai manages roughly $100 million for Pabrai Investments. Here are his top three positions:

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Casey Donaldson

@donaldsonfunds

1 year

'There are three ways a smart person can go broke: liquor, ladies, and leverage." --Charlie Munger

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Casey Donaldson

@donaldsonfunds

1 year

Be aggressive with your savings and patient with your investments.

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Casey Donaldson

@donaldsonfunds

4 years

2011: Europe debt crisis 2012: Fiscal cliff 2013: Government shutdown 2014: Ebola 2015: Brexit 2016: U.S. Election 2017: Tropical Storms Harvey/Irma/Maria 2018: 2 Government shutdowns 2019: Impeachment inquiry 2020: COVID-19 2021: TBD S&P 500: +353% STAY INVESTED!

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Casey Donaldson

@donaldsonfunds

9 months

Charlie Munger didn't quit when he was divorced, broke, and burying his 9 year old son. You have no excuses.

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Casey Donaldson

@donaldsonfunds

1 year

"It's a good habit to trumpet your failures and be quiet about your successes." --Charlie Munger

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Casey Donaldson

@donaldsonfunds

1 year

"I just sit in my office and read all day." --Warren Buffett

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Casey Donaldson

@donaldsonfunds

1 year

"If a stock is down, but the fundamentals are positive, you should buy more of it." --Peter Lynch

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Casey Donaldson

@donaldsonfunds

1 year

"Get toxic people out of your life. Do it fast." --Charlie Munger

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Casey Donaldson

@donaldsonfunds

1 year

"Reading an hour a day is only 4% of your day. But that 4% will put you at the top of your field within 10 years. Find the time." --Patrick Bet-David

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Casey Donaldson

@donaldsonfunds

2 years

Warren Buffett always carries $400 in his wallet to make purchases in cash. How many people do you know that still pay with cash? There is a lesson in there.

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Casey Donaldson

@donaldsonfunds

5 months

"Everything we do in life compounds." --Charlie Munger

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Casey Donaldson

@donaldsonfunds

2 years

Bill Ackman doesn't drink caffeine or eat cheese because he understands you'll have to live a long time to beat Buffett. Ackman manages $7 billion with Pershing Square Capital Management. Here are his top 5 positions:

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Casey Donaldson

@donaldsonfunds

1 year

“The best chance to deploy capital is when things are going down.” —Warren Buffett

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Casey Donaldson

@donaldsonfunds

2 years

Charlie Munger didn't give up when he was divorced, broke, burying his nine-year-old son, and crying while walking the streets alone. What's your excuse?

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Casey Donaldson

@donaldsonfunds

10 months

Warren Buffett's top five positions still comprise 75% of his portfolio. Badass.

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Casey Donaldson

@donaldsonfunds

11 months

“I succeed because I have a long attention span.” —Charlie Munger

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Casey Donaldson

@donaldsonfunds

10 months

Old-school investment mindsets: - Hold for 10+ years - One idea per year is plenty - Buy great companies at fair prices - Understanding the business is a must - Look at a stock as a share of ownership This is the real road to riches

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Casey Donaldson

@donaldsonfunds

2 years

Jeff Bezos would have been a billionaire without Amazon Here's how: 🧵

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Casey Donaldson

@donaldsonfunds

1 year

"The young man knows the rules, while the old man knows the exceptions." --Charlie Munger

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Casey Donaldson

@donaldsonfunds

2 years

4. Never trust a journalist unless she's your mother. 5. If someone is trying to ignore you, they are not ignoring you. 6. The danger of reading financial & other news is that things that don't make sense start making sense to you after progressive immersion.

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Casey Donaldson

@donaldsonfunds

2 years

Top 10 Oil Producers in the World: 1. US 2. Saudi Arabia 3. Russia 4. Canada 5. Iraq 6. United Arab Emirates 7. Iran 8. China 9. Brazil 10. Kuwait Which surprised you the most?

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Casey Donaldson

@donaldsonfunds

3 years

Books that will change your life: 📚Your Money or Your Life 📚Poor Charlie's Almanack 📚Snowball 📚Education of a Value Investor 📚Margin of Safety 📚The Intelligent Investor 📚Common Stocks & Uncommon Profits What book would you add?

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Casey Donaldson

@donaldsonfunds

7 months

RIP Charlie Munger Heroes are remembered, but legends never die.

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Casey Donaldson

@donaldsonfunds

1 year

"Interest rates power everything in the economic universe. Interest rates are to asset prices like gravity is to the apple. When there are very low interest rates, there’s a very small gravitational pull on asset prices." —Warren Buffett

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Casey Donaldson

@donaldsonfunds

1 year

"At Berkshire, we have a very simple estate planning. Just hold the goddamn stock." --Charlie Munger

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Casey Donaldson

@donaldsonfunds

1 year

Rich men use money to get richer. Poor men use money to look richer.

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Casey Donaldson

@donaldsonfunds

11 months

Warren Buffett's net worth = $100 billion Charlie Munger's net worth = $2 billion They are equal partners in every sense. There is zero jealousy from Munger's side. Otherwise, the best business duo of all time wouldn't have killed it for seven decades and still going strong.

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Casey Donaldson

@donaldsonfunds

9 months

"The best way to minimize risk is to think." –Warren Buffett

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Casey Donaldson

@donaldsonfunds

1 year

"Cash combined with courage in a crisis is priceless." --Warren Buffett

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Casey Donaldson

@donaldsonfunds

9 months

“Charlie and I haven’t bought an IPO since 1955.” —Warren Buffett

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Casey Donaldson

@donaldsonfunds

3 years

The highest levels of risk is when the stock market looks the most safe. The safest time to invest is when the market looks the most risky.

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Casey Donaldson

@donaldsonfunds

1 year

"After 25 years of buying and supervising a great variety of businesses, Charlie and I have not learned how to solve difficult business problems. What we have learned is to avoid them." --Warren Buffett

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Casey Donaldson

@donaldsonfunds

2 years

Don't be the guy with 6 screens glued to every little market move. Be the guy reading newspapers, books, and annual reports who spends most of their time thinking about what the crowd is blatantly missing.

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Casey Donaldson

@donaldsonfunds

2 years

"A debt free company can't go bankrupt." --Peter Lynch How a manager handles debt will tell you all you need to know.

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Casey Donaldson

@donaldsonfunds

2 years

Jeff Bezos would have been a billionaire without $AMZN. His investment in $GOOGL in 1998 shows he is as good an investor as an entrepreneur. 15 investment lessons from the best entrepreneur of our generation:

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Casey Donaldson

@donaldsonfunds

2 years

Becoming a millionaire takes 3 decades on average in the US. Quit acting like it's going to take 3 months.

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Casey Donaldson

@donaldsonfunds

1 year

"There is no such thing as a 100% sure thing when investing. Thus, the use of leverage is dangerous. A string of wonderful numbers times zero will always equal zero. Don't count on getting rich twice." --Charlie Munger

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Casey Donaldson

@donaldsonfunds

1 year

To grow wealth, you have to be concentrated. To maintain wealth, you have to be diversified.

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Casey Donaldson

@donaldsonfunds

2 years

16. Injuries done to us by others tend to be acute, and self-inflicted ones tend to be chronic. 17. We often benefit from harm done to us by others but rarely from self-inflicted injuries. 18. You will never know if someone is an asshole until he becomes rich.

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Casey Donaldson

@donaldsonfunds

1 year

“ It’s difficult to buy a great business once, let alone twice. Don’t cut your flowers and water your weeds.” —Charlie Munger

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Casey Donaldson

@donaldsonfunds

1 year

"A cryptocurrency is not a currency, not a commodity, and not a security. It is an investment in nothing." --Charlie Munger

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Casey Donaldson

@donaldsonfunds

2 years

7. Worrying about showing signs of weakness is a sign of weakness. 8. I wonder if someone has computed how much would be saved if we shut down the universities' economics and political science departments. Those who need to research these subjects can do so alone.

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Casey Donaldson

@donaldsonfunds

1 year

In investing, always remember Rome wasn't built in a day. In trading, remember that Hiroshima and Nagasaki were destroyed in a day.

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Casey Donaldson

@donaldsonfunds

1 year

"Patience can be learned. Having a long attention span and the ability to concentrate on one thing for a long time is a huge advantage." --Charlie Munger

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Casey Donaldson

@donaldsonfunds

2 years

Warren Buffett 5/25 Rule: 1. Write down 25 goals you want to achieve 2. Circle your top 5 goals. 3. Never think about the other 25 again. Otherwise the other goals take away time from the ones that matter. This is how you get ahead quickly.

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Casey Donaldson

@donaldsonfunds

11 months

Buy one stock for ten years, not ten stocks in one year.

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Casey Donaldson

@donaldsonfunds

1 year

The life of Abraham Lincoln: Failed in business 1831 Fiancee died 1835 Nervous breakdown 1836 Defeated US congress 1843 Father died 1851 Defeated US Senate 1855 Defeated Vice President 1856 Defeated US Senate 1858 Elected president in 1860 You can't fail unless you quit.

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Casey Donaldson

@donaldsonfunds

1 year

20% of your stocks will create 80% of your wealth. Focus on gems, not trends.

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Casey Donaldson

@donaldsonfunds

1 year

If analysts were good investors, they wouldn’t be analysts.

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