Anand Chokkavelu, CFA’s Tweets

Jul 3, 2021

My 11 most useful Tweets: • Greenlight Framework - The scale - Examples • Top 100 lessons • 2021 stock picks • How to: - Build a portfolio - Grow patience - Deal with📉 - Think about cash • Multi-bagger math • Why I hate margin • The real goal! 1/12

298

Apr 17

As a Twitter shareholder, I’m happy to give Elon Musk a discount bc I’m also a Twitter citizen.

Feb 20

Love this exercise…such a great way to force big-picture thinking.

Quote Tweet

Brian Feroldi (

)

@BrianFeroldi

· Feb 16

Megatrends (and who I think will capture most of the value):

Jan 16

Excited to dive into my early copy of

@BrianFeroldi

’s new book (out in April). I’ve seen him put in the daily work over the course of years to hone a system and get better and better and better. As readers, we get his distilled answers to dozens of investing questions!

200

Anand Chokkavelu, CFA Retweeted

Jan 8

The best Spider-Man isn’t Tobey Maguire, Andrew Garfield, or Tom Holland. Somewhere in the Spider-Verse, there’s a Back To the Future-era Michael J. Fox slinging webs.

Brian Stoffel

@Brian_Stoffel_

Jan 6

Investing can be tough. You aren't alone⤵️

2:07

30.2K views

380

Jan 2

The details... Step 1: Enroll in your company's 401k. Step 2: Your company matches according to their rules. Fine print: I used $1,000 and a 1-for-1 match as an illustrative example. Bonus: You're probably eligible for much more than a $1,000 total company match. :)

Jan 2

New Year's Resolution offer... For new investors willing to put $1,000 into the stock market... Act immediately to claim an additional $1,000 ABSOLUTELY FREE. Details below.

What about for 2022 and beyond? Owning stocks is a long-term game, so we'll have to see how these stocks do over a longer term, like 5 years. I still like the long-term prospects for most of these now-cheaper stocks above. Expect many of these names on my 2022 list.

In my personal portfolio, I'm even more grateful for diversification...the index portion felt like a weight in 2020 but a lift in 2021.

Diversification kept these numbers from being even worse. I often comment that I believe in Berkshire AND Bitcoin as an example of two ends of a spectrum. Weirdly, they BOTH did pretty well in 2021 (60% for Bitcoin, 29% for Berkshire) and much better than general growth.

This was a growth-tilted group of stocks. For growth stocks, 2021 was kind of the flip side of an amazing 2020.

The original tweet:

Quote Tweet

· Jan 1, 2021

My 21 stocks for 2021: Smallest to largest... $IRBT $UPWK $FVRR $RDFN $BYND $ETSY $TDOC $ZG / $Z $PINS $ROKU $MO $MELI $ISRG $SQ $SE $PM $CRM $DIS $BRK.B #Bitcoin $AMZN Bonus baskets: $ARKG A basket of the @chamath alphabet SPACS ( $SPCE, $OPEN, $IPOC, $IPOD, $IPOE, $IPOF)

Show this thread

A lookback on my 21 stocks for 2021. In a word, brutal. The average stock below was down 14% (the S&P 500 was UP 27%). Would be worse with dividends. Thoughts threaded below.

110

Dec 20, 2021

Spider-Man: No Way Home…$253 million in opening weekend domestic box office.

Dec 20, 2021

Superheroes: The FAMGA of movies?

It's not a perfect process (maybe not even a great one), but it helps me to at least slow down a little and put context thoughts in my head. Would be curious how others figure out which stocks to add more to (in practice vs. theory). /end

That shortcut allows me to at least remind myself of all the options in my personal ownership universe and to quickly compare and contrast basic metrics to see which ones pop out for further research/consideration. 10/

I don't have infinite time (or inclination), so what I find myself doing is updating a spreadsheet that includes high-level things like position size, market cap, P/S, 1-yr growth rate, 1-year gross margin, and drop vs. 52-week high. 9/

The Cadillac solution for my system would be to run/re-run ALL the stocks I own through my Greenlight Framework, rank them by score, by how much I already own (and want to own), by some measure of current opportunity, etc. 8/

The key here is to be systematic about buying...to get a high-level view of your whole personal universe of stocks. We all have different systems/processes. Which one you use matters less than taking the time to use it vs. buying willy nilly. 7/

If you're like me, it's easy to see a company you own that's down a bunch and do a hair-trigger buy (I've done the research already, seems fine still, better price). But then what about the next day when you're reminded about a second stock and wish you'd bought it instead? 6/

When one of our stocks is down 40%, 50%, 80%...one of two things kicks in: 1) Yuck, this was a mistake OR 2) Ooh, this is an opportunity to buy more. A lot depends on conviction and on individual mindset. And whether the company is just a "baby out with the bathwater." 5/

Going to talk specifically about picking some of our stocks over others (ignoring stuff like asset allocation and diversification and "should I be buying new stocks and index funds vs. the ones I already have?"). 4/

First of all, love the mentality of continually adding money into the market in good times and bad...and the "greedy when others are fearful" instinct. 3/

Backstory: I was on The Morning Show on Motley Fool Live last week. A member asked this question (I'm paraphrasing). Others answered it, but we ran out of time before I could. Here are my thoughts... 2/

"With so many of my stocks down so much, how do I decide which ones to add more money to?" (thread)

Dec 18, 2021

If I was doing a self-assessment, I'm great at adding to savings regularly and owning a lot of companies. Great at holding during down periods, weaker during run-ups and for big winners (i.e. more nervous in good times than bad). Long-term oriented but can work on FOMO.

Dec 18, 2021

The 6 Principles of the Motley Fool Investing Philosophy 1) Buy 25+ companies over time 2) Hold stocks for 5+ years 3) Add new savings regularly 4) Hold through market volatility 5) Let winners run 6) Target long-term returns

126

Dec 16, 2021

An example of why content is king for streamers. Note: Tyson/HBO stat from

@JimMiller

’s HBO book “Tinderbox.”

Dec 16, 2021

Mike Tyson’s fights: Why one-fifth of HBO’s subscribers subscribed back in 1989.

Dec 11, 2021

Eating out has always been my big luxury, but this one is bugging me a bit, especially as the daily cup starts slipping from being a cherished treat (and excuse to get out of the house) to just being. We'll see if I get a Keurig machine soon...love those things.

Dec 11, 2021

What happened? In 2020, we were both making our own coffee in the morning. Now, excited to be out of the house a bit, I pick up two coffees for us each day, often after dropping off the kids at school. Increase that when we get the kids bagels or if family's over.

Dec 11, 2021

My family's current annual Starbucks run rate is equal to our monthly mortgage payment.

Dec 2, 2021

So I’m not misunderstood, I believe in diversification regardless of style (I’m heavily growth myself). Just a good day to point it out on the growth side.

Dec 1, 2021

Days like today are a wonderful argument for diversification beyond growth stocks.

Nov 30, 2021

Example of why the Dow needs to be ignored… It doesn’t include: Amazon Meta Alphabet Nvidia Tesla No Berkshire Hathaway either.

Nov 29, 2021

Has there been a more brutal Twitter trolling ever than... Reports of Jack Dorsey stepping down as CEO causing $TWTR shares to jump 10%?

Nov 26, 2021

For those freaking out about the market today... If you can make it one more hour without doing something you might regret, you've got two-and-a-half days to calmly and rationally assess the situation.