Masters of Compounding
@masterscompounding.bsky.social
Professional investor sharing investing insights while my portfolio compounds.
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Every time I buy, sell, or do nothing, I ask whether that move really serves the long-term performance I’m aiming for.
Answering that with total honesty is a brutally effective filter.
Answering that with total honesty is a brutally effective filter.
January 12, 2026 at 11:00 PM
Every time I buy, sell, or do nothing, I ask whether that move really serves the long-term performance I’m aiming for.
Answering that with total honesty is a brutally effective filter.
Answering that with total honesty is a brutally effective filter.
The top performers in 2025 were:
- the biggest winners of 2024 $PLTR, $HOOD, $APP, etc.
- and the biggest losers of 2024 $INTC, $MRNA, etc.
It feels meaningful, but I don’t really know why.
Let’s see if 2026 gives us more insight.
- the biggest winners of 2024 $PLTR, $HOOD, $APP, etc.
- and the biggest losers of 2024 $INTC, $MRNA, etc.
It feels meaningful, but I don’t really know why.
Let’s see if 2026 gives us more insight.
January 12, 2026 at 9:04 PM
The top performers in 2025 were:
- the biggest winners of 2024 $PLTR, $HOOD, $APP, etc.
- and the biggest losers of 2024 $INTC, $MRNA, etc.
It feels meaningful, but I don’t really know why.
Let’s see if 2026 gives us more insight.
- the biggest winners of 2024 $PLTR, $HOOD, $APP, etc.
- and the biggest losers of 2024 $INTC, $MRNA, etc.
It feels meaningful, but I don’t really know why.
Let’s see if 2026 gives us more insight.
Laugh at me if you want, but I want to spend my life trying to get on this chart.
Whether I ever make it or not doesn’t really matter. The trying is what excites me.
Whether I ever make it or not doesn’t really matter. The trying is what excites me.
January 12, 2026 at 6:59 PM
Laugh at me if you want, but I want to spend my life trying to get on this chart.
Whether I ever make it or not doesn’t really matter. The trying is what excites me.
Whether I ever make it or not doesn’t really matter. The trying is what excites me.
During the dot-com crash, $AMZN share price fell more than 95%.
Yet in his shareholder letter, Bezos wrote: “The company is in a stronger position now than at any time in the past.”
From there, Amazon compounded at 33% per year.
Post-euphoria panic is a phenomenal source of opportunity.
Yet in his shareholder letter, Bezos wrote: “The company is in a stronger position now than at any time in the past.”
From there, Amazon compounded at 33% per year.
Post-euphoria panic is a phenomenal source of opportunity.
January 12, 2026 at 5:04 PM
During the dot-com crash, $AMZN share price fell more than 95%.
Yet in his shareholder letter, Bezos wrote: “The company is in a stronger position now than at any time in the past.”
From there, Amazon compounded at 33% per year.
Post-euphoria panic is a phenomenal source of opportunity.
Yet in his shareholder letter, Bezos wrote: “The company is in a stronger position now than at any time in the past.”
From there, Amazon compounded at 33% per year.
Post-euphoria panic is a phenomenal source of opportunity.
Productivity gets diluted as companies scale.
But Nvidia is the clear standout among mega caps.
But Nvidia is the clear standout among mega caps.
January 12, 2026 at 2:58 PM
Productivity gets diluted as companies scale.
But Nvidia is the clear standout among mega caps.
But Nvidia is the clear standout among mega caps.
Have a great and disciplined day.
January 12, 2026 at 12:59 PM
Have a great and disciplined day.
This is pretty much all your biases and how they affect you.
That’s why doing nothing is often the best solution in investing.
$AMZN in 2000. $NFLX in 2022. $GOOGL in 2025. And there are plenty more examples.
That’s why doing nothing is often the best solution in investing.
$AMZN in 2000. $NFLX in 2022. $GOOGL in 2025. And there are plenty more examples.
January 11, 2026 at 7:49 PM
This is pretty much all your biases and how they affect you.
That’s why doing nothing is often the best solution in investing.
$AMZN in 2000. $NFLX in 2022. $GOOGL in 2025. And there are plenty more examples.
That’s why doing nothing is often the best solution in investing.
$AMZN in 2000. $NFLX in 2022. $GOOGL in 2025. And there are plenty more examples.
Sometimes you know you’re wrong, you know exactly why you’re wrong, yet you’re still wrong.
Predictions say more about the person making them than about what’s being predicted.
Predictions say more about the person making them than about what’s being predicted.
January 11, 2026 at 4:18 PM
Sometimes you know you’re wrong, you know exactly why you’re wrong, yet you’re still wrong.
Predictions say more about the person making them than about what’s being predicted.
Predictions say more about the person making them than about what’s being predicted.
Have a great day.
January 11, 2026 at 1:47 PM
Have a great day.
Behind every great investor, there’s usually a high Rationality Quotient.
Fortunately for us, RQ is a skill set you can practice and improve
Below is a simple structure to help you do exactly that:
Fortunately for us, RQ is a skill set you can practice and improve
Below is a simple structure to help you do exactly that:
January 10, 2026 at 10:16 PM
Behind every great investor, there’s usually a high Rationality Quotient.
Fortunately for us, RQ is a skill set you can practice and improve
Below is a simple structure to help you do exactly that:
Fortunately for us, RQ is a skill set you can practice and improve
Below is a simple structure to help you do exactly that:
Tell me your age, and I’ll tell you what you own.
(On average.)
(On average.)
January 10, 2026 at 8:02 PM
Tell me your age, and I’ll tell you what you own.
(On average.)
(On average.)
Have a great day.
January 10, 2026 at 4:06 PM
Have a great day.