Investment Principles from the Greatest Investors

📈📖 Joel Greenblatt

High Return on Capital

Companies that earn high returns on capital are usually better businesses. Quality matters.

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⚠️📖 Jeremy Grantham

Manage Career Risk

The biggest risk for professional investors is career risk, not investment risk. This distorts behavior.

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📊📖 John Neff

Woebegone Stocks

Buy stocks Wall Street has given up on. Neglected stocks often offer the best values.

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🧠📖 Li Lu

Long-Term Thinking

Think in decades, not quarters. The best returns come from long-term compounding.

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📌📖 Jim Rogers

Supply and Demand

Understand supply and demand fundamentals. Prices ultimately follow these basics.

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📌📖 Stanley Druckenmiller

Macro Matters

Understand the macroeconomic environment. It determines which sectors and assets will perform.

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📜📖 George Soros

Human Uncertainty Principle

Our understanding of the world is inherently imperfect. We must accept fallibility as a fundamental human condition and ...

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📌📖 Jim Simons

Continuous Improvement

Markets evolve and patterns decay. Your models must constantly improve. What worked yesterday may not work tomorrow. Nev...

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📏📖 David Swensen

Rebalancing Discipline

When markets move, rebalance back to target allocations. This forces you to buy low and sell high systematically. Rebala...

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👔📖 Duan Yongping

Management Quality Matters

Invest with honest, capable management who treat shareholders as partners. Bad management can destroy the best business....

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📌📖 William Gann

Trend Definition

A trend is defined by higher highs and higher lows in an uptrend, lower highs and lower lows in a downtrend. Never trade...

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📉📖 Julian Robertson

Short Selling Discipline

Short selling requires even more rigor than going long. Shorts can run against you indefinitely. Always have a thesis, a...

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⚠️📖 Carl Icahn

Leverage Wisely

Debt is a powerful tool when used correctly. Leveraged buyouts can create enormous value, but overleveraging destroys it...

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📉📖 Paul Tudor Jones

Cut Losses Quickly

The most important rule is to play great defense. Im always thinking about losing money, not making money. Cut losses fa...

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💵📖 Jesse Livermore

Let Profits Run

Cut losses short and let profits run. Most traders do the opposite and wonder why they lose.

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👔📖 Bill Ackman

Aligned Management

Invest with management teams whose interests are aligned with shareholders through significant ownership.

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💼📖 Joel Greenblatt

Hold a Portfolio

Hold 20-30 positions to reduce single-stock risk while maintaining concentration in best ideas.

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📊📖 Jeremy Grantham

Quality Stocks

High-quality stocks with strong balance sheets outperform over time with less risk.

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📉📖 John Neff

Selling Discipline

Sell when a stock reaches fair value or the thesis breaks. Dont fall in love with winners.

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🛡️📖 Li Lu

Margin of Safety

Always demand a margin of safety. Pay less than intrinsic value to protect against errors.

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📖📖 Jim Rogers

Travel and Research

Travel to see investments firsthand. Ground-level research reveals what reports cannot.

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💰📖 Stanley Druckenmiller

Price Confirmation

Wait for price to confirm your thesis before sizing up. The market provides feedback.

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📌📖 George Soros

Back Against the Wall

When you have a high-conviction trade and the market moves against you initially, that is often the best time to add to ...

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📌📖 Jim Simons

Remove Human Bias

Human traders are subject to fear, greed, and cognitive biases. Automated systems execute without emotion, following the...

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📖 David Swensen

Avoid Market Timing

Market timing is extremely difficult and usually counterproductive. Stay fully invested according to your strategic allo...

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📌📖 Duan Yongping

Don't Predict Macro

I don't have the ability to predict macroeconomic trends, and neither does anyone else consistently. Focus on understand...

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📌📖 William Gann

Percentage Retracements

Markets typically retrace 50%, 33%, or 25% of a move before continuing. The 50% retracement is the most important level ...

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⚔️📖 Julian Robertson

Competitive Intensity

Invest in industries where competition is limited and rational. Avoid commoditized businesses with intense price competi...

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🤝📖 Carl Icahn

Return Cash to Shareholders

Companies sitting on excess cash should return it to shareholders through dividends or buybacks.

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📍📖 Paul Tudor Jones

Position Sizing

Never risk more than a small percentage of your capital on any single trade. Proper position sizing ensures no single lo...

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