Letters to Investors
“Don’t tell me what you think, tell me what you have in your portfolio.”- NNT
Taleb doesn't tell us about the time.
We show our portfolios at our convenience.
Some show it at 52W highs
We, at SSS, at 52W lows.
A 🧵on what we wrote to our investors today.
— Smart Sync Services (@SmartSyncServ) June 21, 2022
Story of Copart from “Junk to Gold”
From one auto scrap yard to a Multibillion-Dollar Business.
From salvage to the world’s largest online auto auction
Selling a car every 5 SEC!
“Junk to Gold” is a goldmine.
A 🧵to share the incredible story of Copart from the book.
“Retweet” if you find it useful.🙏
— Smart Sync Services (@SmartSyncServ) April 17, 2022
Terry Smith Letters
“Almost every time we sell a position in a quality company we get to regret it in terms of subsequent share price performance. The good news is that we don’t do it very often.”- Terry Smith
Condensed into a Mega 🧵
— Smart Sync Services (@SmartSyncServ) April 7, 2022
Nomad Partnership’s Letters
"It was not the cake that gratified us. What we found gratifying was the process."- Nick Sleep
Nomad Partnership Letters are a treasure trove.
A Mega 🧵 on a few key lessons.
Show us your love & Retweet generously. 🙂🙏
— Smart Sync Services (@SmartSyncServ) March 30, 2022
“Numbers Don’t Lie”
1st thread of 2022.
Top 11 Numbers from the book, "Numbers Don't Lie" that will blow your mind.
A curious investor will get enough clues to not fall for the narratives & dwell more on facts.
Retweet to help us reach out to maximum investors.🙂🙏
— Smart Sync Services (@SmartSyncServ) January 2, 2022
Impactful quotes on Platform businesses
Love it or hate it, you just can't ignore it!
If you wish to learn about platforms you cannot miss reading "Modern Monopolies".
21 Impactful Quotes from the book in this thread
Grab a 🍿Here we go
Retweet to help us reach out to maximum investors
— Smart Sync Services (@SmartSyncServ) December 25, 2021
Elon Musk’s take on Rich vs Poor
Are you Rich or Poor?
You don't have to check your bank balance to answer this question.
Read this interesting take by Elon Musk on the same topic.
And then answer it for yourself.🙂
Here we go.
Retweet to help us reach out to maximum people.🙏
— Smart Sync Services (@SmartSyncServ) November 7, 2021
Top 10 points from “A Short History of Financial Euphoria”
A Roaring bull market is out there.
We don't want to be a spoilsport.😃
However, it's time to temper some exuberance.😄
Top 10 points from “A Short History of Financial Euphoria” By John Kenneth Galbraith
Grab a 🍿
Here we go!
Hit Retweet if you find value.🙂🙏
— Smart Sync Services (@SmartSyncServ) October 17, 2021
“100 to 1 in the Stock Market” by Thomas W Phelps
To make money in stocks you must have
~VISION TO SEE THEM
~COURAGE TO BUY THEM
~PATIENCE TO HOLD THEM
“100 to 1 in the Stock Market” by Thomas W Phelps is arguably the best source to understand how to hold businesses for decades.
Top 20 learnings
Grab a 🍿
Here we go. 🙂
— Smart Sync Services (@SmartSyncServ) October 3, 2021
The Little Book That Builds Wealth
"A truly great business must have an enduring moat that protects excellent returns on invested capital."- WB
The Little Book That Builds Wealth by Pat Dorsey is arguably the best source to understand Moats.
Grab a popcorn 🍿
We'll take you through some of the learnings🙂 pic.twitter.com/2mLK9slcZe
— Smart Sync Services (@SmartSyncServ) September 19, 2021
18 lessons from One Percent Show with Mohnish Pabrai
Happy Teachers' Day!
To all our Gurus in Life & Investing!
A good day to share a few things we have learned from 2 gurus.
So here we go!
The top 18 lessons from the One Percent Show.
— Smart Sync Services (@SmartSyncServ) September 5, 2021
23 takeaways from One Percent Show with Sanjay Bakshi
Top 23 takeaways from The Latest One Percent Show.
And yes, also on Investing!
Grab a popcorn and here we go.
— Smart Sync Services (@SmartSyncServ) August 22, 2021
17 takeaways from One Percent Show with Morgan
Top 17 takeaways from The Latest One Percent Show
Morgan talking to Vishal about Seeking Simplicity in the Complex World.
Hit Retweet & spread the word. 🙂🙏
Fasten your seatbelts and here we go.
— Smart Sync Services (@SmartSyncServ) August 8, 2021
Sapiens, Chapter 16, How we started trusting the future
Sapiens: A Brief History of Humankind
By Yuval Noah Harari
Review of Chapter 16: The Capitalist Creed
"How credit was born and how we started trusting the future"
Fasten your seatbelts for this enjoyable ride on a weekend.
Retweet to share and learn together🙂🙏
— Smart Sync Services (@SmartSyncServ) July 25, 2021
A short History of Financial Euphoria by John Kenneth Galbraith
"A Short History of Financial Euphoria"
By John Kenneth Galbraith
A book full of wisdom captured in 4 tweets.
Hit Retweet and let's share with all.🙂
— Smart Sync Services (@SmartSyncServ) July 11, 2021
10 learnings from One Percent Show with Vinod Sethi
One Percent Show is 100% Recommended!
The best host in one who just shut up & let the guest do all the talking.
Rarely do you find such hosts. Vishal (@safalniveshak) is one such rare one.
Top 10 learnings from the Vinod Sethi show.
— Smart Sync Services (@SmartSyncServ) June 27, 2021
The Almanack of Naval Ravikant
The Almanack of Naval Ravikant is a delightful read. It is probably the best you can find and relate to the subject of Wealth & Happiness.
— Smart Sync Services (@SmartSyncServ) December 13, 2020
Alchemy: “The Dark Art and Curious Science of Creating Magic in Brands” by Rory Sutherland
Some lovely quotes from the book, “Alchemy: The Dark Art and Curious Science of Creating Magic in Brands” by Rory Sutherland.
If you read them, you will not be able to stop yourself from buying the book and read it.
Here you go
— Smart Sync Services (@SmartSyncServ) December 6, 2020
Delivering Happiness – “A Path to Profits, Passion & Purpose” by Tony Hsieh
Tribute to Tony Hsieh, who is no more due to an unfortunate accident recently.
His company, Zappos, was acquired by Amazon (valuing it at $1.2 Billion).
This thread is on some of the quotes from his bestselling book,
Delivering Happiness- A path to
Profits, Passion & Purpose
— Smart Sync Services (@SmartSyncServ) November 29, 2020
“Basic Economics” by Thomas Sowell
If you haven't liked Economics in your school or college, pick up the book, "Basic Economics" by @ThomasSowell and you will change your mind.
There's not a single equation or chart. Simple words with lots of examples.
A thread on some of the quotes in no particular order.
— Smart Sync Services (@SmartSyncServ) November 22, 2020
“Essentialism” by Greg Mckeown
Some mindblowing Quotes from the book, "Essentialism" by Greg Mckeown.
— Smart Sync Services (@SmartSyncServ) November 16, 2020
“The Scam” by Sucheta Dalal and Debashis Basu
Scam 1992- The Harshad Mehta Story is trending for a while.
Some snippets from the book, The Scam, by Madam @suchetadalal & Sir Debashish (@Moneylifers) that probably needs more attention from investors’ point of view than the emotional chords the series touched.
— Smart Sync Services (@SmartSyncServ) October 17, 2020
Platforms, Ecosystems and Aggregators
Platforms, Ecosystems, & Aggregators
Like any book review, this 10 point takeaway thread only gives a glimpse.
For best understanding:https://t.co/Ej6i74ByEB
— Smart Sync Services (@SmartSyncServ) July 19, 2020
“The Anatomy of a Rally” by Howard Marks
The Anatomy of a Rally by Howard Marks
In this thread, we will share the learnings from the Memo.
While we cannot match what’s there in the original document, we have compressed the 9-page doc into a few tweets which can save you some time.
— Smart Sync Services (@SmartSyncServ) June 19, 2020
Manish Sabharwal’s interview
Manish Sabharwal in a recent interview has a lot to offer to students of business & investing.
“If you want to annoy a poet, explain his poetry.” says Taleb.
— Smart Sync Services (@SmartSyncServ) June 13, 2020