Why The Thinking Investor?
The Thinking Investor helps you identify great investment opportunities and improve your investing thinking.
The main focus is on identifying 5x-100x stocks, company analysis, quality business characteristics, investing philosophies, market psychology, and discussing useful mental models. I’ll draw knowledge and wisdom from the best investors I research. Additionally, I’ll add my own experience through 6+ years of success and failures.
Content is posted every Wednesday afternoon.
Every Sunday morning a discussion thread will be posted with some thought-provoking questions for you to chime in on!
Topics discussed for paid subscribers include:
Deep dives into interesting companies I want to add to my watchlist, and companies I already own.
My circle of investable businesses is wide in terms of market caps. All I care about is getting as many companies with multi-bagger potential into my portfolio as possible. Some of them may only be 5-10 baggers, others 50 baggers and a select few have 100-bagger potential.
Personal portfolio updates.
Three quarterly updates, and my annual update at the end of each year. This might be different than what most people do as I won't be reporting quarterly results. Why? It's irrelevant to my investing goals. What is relevant is how I'm viewing specific holdings, my thoughts on my holdings management, capital allocation skills, reinvestment skills, changes in competitive advantages, and growth prospects.
On top of this, you’ll receive regular content on:
Mistakes the greats have made and the mistakes that I’ve made on my investing journey. Here is where you get to learn what not do to!
In-depth looks at market psychology and how you can take advantage of it (like Buffett and Munger have been doing for decades)
Highly informative and engaging weekly discussion threads on all things investing.
Breakdowns of great investors from history and the lessons we can learn from them.
Useful mental models applicable to investing
Actionable tips on investing frameworks
When you go premium with The Thinking Investor and integrate things you read you may experience the following benefits:
More wealth
Earlier retirement
Financial freedom
Less fear of investing
Ability to use your money for great causes
Topics discussed for free subscribers include:
Mistakes the greats have made and the mistakes that I’ve made on my investing journey. Here is where you get to learn what not do to!
In-depth looks at market psychology and how you can take advantage of it (like Buffett and Munger have been doing for decades)
Highly informative and engaging weekly discussion threads on all things investing.
Breakdowns of great investors from history and the lessons we can learn from them.
Useful mental models applicable to investing
Actionable tips on investing frameworks
If you want to get a feel for my writing, check out some of my most popular posts:
Where else you can find me?
If you enjoy my writing you’ll probably enjoy my Twitter feed as well. I post 3 tweets a day (including one thread) on subjects related to the above.
Commonstock is arguably my favourite social platform. It’s Twitter for investors without any trolls or annoying people. “Sign me up,” right? If you’re on there, please follow me and shoot me a DM so I can follow you back!
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