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As mentioned above, the community has more than doubled in just a few short months. Given our community’s growth, I thought summarizing the topics we’ve covered would be valuable.

• For newcomers, this will help you easily navigate to topics of particular interest.

• For our regular readers, this serves as a handy “table of contents” available on our website whenever you need it.

Summary of What We Have Discussed (Thus Far)

1. Don’t Try to Predict the Future: In this article, I discuss a common mistake among investors: trying to predict trends. I use the example of Tomi Environmental Solutions (TOMZ), a decontamination company I invested in, believing that disinfection would become a lasting trend post-pandemic. I was wrong, as the world quickly reverted to old habits.

2. Where To Invest Your Money: Only 12% of professional fund managers in the US have outperformed the market over the last 15 years. I show you how easy it is to outperform almost 90% of the pros by investing in index-tracking funds. I also explain why I don’t 🤫!

3. How to Find New Stocks to Invest In: For those not investing in index funds, I discuss using stock screeners, fund letters, 13F filings, forums, and insider buying to find new investment ideas.

4. Know When to Sell: One of the most common concerns in investing is knowing when to sell a stock. I outline the three scenarios that dictate when I sell a company, using Legacy Housing Corporation (LEGH) as an example.

5. Investing Risk: Investing in the stock market is often perceived as very risky, especially by those unfamiliar with investing. I discuss common misconceptions about investment risk and how I view and mitigate it.

6. 5 Steps to Analyzing a Company: Understanding risk is crucial, and knowing a company’s true value helps us reduce that risk. Here, I share my five-step approach to evaluating a business’s value.

7. Economic Moats: Finding companies with durable competitive advantages is considered the “Holy Grail” to investing success as it dramatically reduces our risk. I explain economic moats and why they matter and provide examples, including The St. Joe Company (JOE).

8. We Can Beat the Pros: Investing is a unique endeavor as it is one of the instances in which the individual has an advantage over professional money managers. In this newsletter, I explain why and provide a valuable resource to help individuals beat the market and outperform the pros.

9. Principles I Follow for Better Investing: I share five fundamental principles I look for in every business I invest in. Sticking to these principles has significantly increased my success in both my professional and personal investing.

10. How to Avoid Emotional Investing: If you want to be a great investor, you must learn to leave your emotions out of it. I believe the key to this is having realistic goals and expectations. Let’s discuss.

11. Liquidation Value of a Business: In a previous newsletter, we discussed the concept of a margin of safety. Here, we delve into the liquidation value of a business as a safety net—what it is and how to calculate it, using Legacy Housing Corp (LEGH) as a real-life example.

12. The Value of a Business: At its core, investing is about laying out money today with the expectation of receiving more in the future. Therefore, estimating a company’s future earnings rather than its past is essential. I use Innoviva (INVA) as a case study to illustrate how to do this.

13. Correlation Between Earnings and Share Price: We have discussed how a company’s value is its future earnings. In this newsletter, I give you proof showing how a company’s share price closely correlates to its future earnings growth and discuss why this is significant.

14. Please invest for the Long-term: Many people invest for the thrill of it, yet this is often a losing game. When done right, investing should be boring because it isn’t going to give you an adrenaline rush. This week, I will show you why long-term investing significantly increases your chances of increasing your wealth.

15. The Benefit of Spin-offs: I’ve shared resources to help you find your next great investment. Another potential investment strategy is looking at spin-offs. I discuss what they are and why they can be exciting opportunities, using Illumina’s (ILMN) spin-off of its cancer-detecting business, Grail (GRAL), as an example.

16. What Is The Best Way to Grow Your Wealth: In this newsletter, I discuss why you should consider the stock market for growing your wealth and provide practical steps about the best ways to maximize your returns when investing in shares.

This newsletter is here to help you become a better investor. If you have any topics you want to dive into or burning questions about investing, I want to hear from you!

What topics or questions are on your mind?

Simply reply to this email with your thoughts or questions, and let’s make our next newsletter even better together.

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