SEE ACT WIN TWITTER THREADS

An ongoing index of all SEE ACT WIN Twitter Threads

Twitter: twitter.com/SEEACTWIN @SEEACTWIN

1. HOW TO SEE BUBBLES, ACT ON OPPORTUNITY, WIN

SEE, ACT, WIN @SEEACTWIN

HOW TO SEE BUBBLES, ACT ON OPPORTUNITY, WIN - There's a lot of talk of market bubbles recently - Often a normal correction is called a bubble - But bubbles are rare & brutal, even to long term investors See how to profit from the euphoria & get out without undue risk THREAD 👇

2. VALUATION MULTIPLES FROM FIRST PRINCIPLES

SEE, ACT, WIN @SEEACTWIN

VALUATION MULTIPLES FROM FIRST PRINCIPLES • There is a lot of misunderstanding & misapplication of valuation multiples, both among retail and institutional investors • Get clarity on this by revisiting the 1st principles here Prerequisites: • Finance 101 knowledge THREAD 👇

3. FUNDAMENTAL ANALYSIS VS TECHNICAL ANALYSIS

SEE ACT WIN @SEEACTWIN

FUNDAMENTAL ANALYSIS VS TECHNICAL ANALYSIS This is a poem about how: • I started off as a fundamental analyst • Discovered technical analysis • Realized and exploited the HARMONY in both Tune inspired by the Fresh Prince of Bel Air rap: youtube.com/watch?v=1nCqRm… THREAD👇

4. MACHIAVELLIAN LESSONS FROM THE COWBIRD

SEE ACT WIN @SEEACTWIN

MACHIAVELLIAN LESSONS FROM THE COWBIRD The Cowbird is a true Machiavelli This THREAD 🧵shows you why And what you can learn from the Cowbird

5. BULLS & BEARS IN THE FINANCIAL MARKETS

SEE ACT WIN @SEEACTWIN

BULLS & BEARS IN THE FINANCIAL MARKETS This is a very short THREAD on the Bulls and the Bears Their underlying characteristics And how this relates to the financial markets 👇

6. TRUE LOYALTY & VIRTUOUSNESS

SEE ACT WIN @SEEACTWIN

TRUE LOYALTY AND VIRTUOUSNESS What is True Loyalty? What is needed for True Loyalty? How do you attract True Loyalty? How do you detect True Loyalty? Why True Loyalty is not necessarily best for Oneself Thread 🧵👇

7. A QUALITY-STOCK INDEX THAT OUTPERFORMS THE MARKET

SEE ACT WIN @SEEACTWIN

A QUALITY-STOCK INDEX THAT OUTPERFORMS THE MARKET I share research on a COMPLETE and VIABLE strategy to beat the market It is for investors who want an easier route to good returns If it gets too technical, don't worry: Focus on the simple Blue Box summaries

8. LONG SHORT EQUITY: LONG WYNN RESORTS, SHORT LAS VEGAS SANDS

SEE ACT WIN @SEEACTWIN

LONG SHORT EQUITY: LONG WYNN RESORTS $WYNN, SHORT LAS VEGAS SANDS $LVS This is summary thesis thread on a Long-Short equity idea from a proven investment process 🧵👇