masterscompounding.bsky.social
Professional rock-turner. Finding the companies the market hasn't found yet, but can't ignore for long. 10+ years in the markets. Deep dives in the newsletter ↓ Join +1.2K Readers: https://www.undiscoveredcompounders.com/
👤 Joined on 10 January 2026
Followers
Following
Total Posts
@masterscompounding.bsky.socialEarnings transcripts are a fresh layer of institutional flow. They sit alongside the calendar at the 12-hour horizon in volatility models, where rebalancing events dominate predictability.
Show PostInteresting chart. The thing you have to know is beating the market by 5% over 20 years is great. These people beating the market by 10+% for 20+ years is incredible; hard not to get rich. Doing it for 30+ years is amazing. For 20 years could be say 38x versus 7x (if S&P up 10% per year).
Show PostThe "Touch Grass" effect is now proven. No more excuses.
Show PostI'm smart enough to know that I'm dumb enough not to try to compete with thousands of cleverer investors around the world. That's not humility. Just pragmatism and a desire to win, even if it means playing alone.
Show PostIndexes are a landfill and a gold mine in the same bag. Small caps have more landfill. And more gold. The difference only matters if you know how to dig.
Show Post