Brian Feroldi

Long Term Mindset

We teach stock pickers how to analyze businesses so they can manage their own money. Join 100,000+ investors who read our Wednesday newsletter. It's read by people who work at Andreessen Horowitz, Google, Microsoft, Morningstar, and more.

Founder

The Motley Fool

Helping the world invest. Better.

Covering the healthcare & technology industries for Fool.com.

Contract Writer & Contributor

Insulet Corporation

Growing sales, servicing existing accounts and expanding business relationships

Territory Manager

Creating and launching the website, creating and launching the trade show booth, controlling the labeling and documentation that supports the product

Product Manager

I demystify the stock market | Author, Speaker, Creator | 90,000+ investors read my free newsletter (see link)

Are you an investor?

Imagine if you could...

🔎 Find great businesses
🎯 Analyze them like Warren Buffett
⚖️ Value them to know if they are a "buy" or "sell"

If you could do this, then you could:

✅ Build a rock-solid portfolio
✅ Skyrocket your net worth
✅ Invest with confidence

The only problem: learning how to invest well can be incredibly confusing!

I should know. I've investing in individual stocks for 20+ years. 

I've made just about every investing mistake you can make.

Here are *some* of the challenges I faced along the way (can you relate?).

❌ Learning how to analyze financial statements
❌ Figuring out if a business was good, great, or gruesome
❌ Valuing a business to know if it is a buy or a sell

If you're facing these same challenges, I can help.

I teach investors just like you how to analyze businesses so you can invest with confidence.

I can say this with conviction because this is exactly what I've done for myself over the last 20 years.

I've built a market-beating portfolio from scratch, which has skyrocketed my net worth.

Now, I help other investors how to do the same thing by showing them how to analyze businesses like a pro.

Here's how I can help you:

🔎 ACCOUNTING: Find, read, and analyze a company's financial statements, fast
🧮 QUALITY: Use a simple checklist to tell if a business is good, great, or gruesome 
⚖️ VALUATION: Calculate the price of a business to know if it is a buy, sell, or hold
🧑‍🤝‍🧑 COMMUNITY: Connect with other investors to share ideas, lessons, and stories

Whether you’re just starting out on your investing journey or want to bring your skills to a new level, I’m here to help. 

Begin your investing journey today: longtermmindset.co

To get started, download my FREE accounting infographic ebook:
🔗 longtermmindset.co/fssebook/

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FREE RESOURCES:

🎥 Youtube Videos: youtube.com/c/brianferoldiyt
📖 Accounting eBook: longtermmindset.co/fssebook/
✅ Investing Checklist: ngtermmindset.co/checklist/
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Questions? Comments?

Email: brian@longtermmindset.co

Warren Buffett’s "Rules of Thumb":
📚 FREE investing ebook: https://lnkd.in/ep2N32B3

1: Gross Margin
🧮 Equation: Gross Profit / Revenue
👍 Rule of Thumb: 40% or higher
🤔 Buffett's Logic: A consistently high gross margin signals that the company isn’t competing exclusively on price.

2: SG&A Margin
🧮 Equation: SG&A Expense / Gross Profit
👍 Rule of Thumb: 30% or lower
🤔 Buffett's Logic: Wide-moat companies don’t need to spend a lot on overhead to operate & get consumers to buy.

3: R&D Margin
🧮 Equation: R&D Expense / Gross Profit
👍 Rule of Thumb: 30% or lower
🤔 Buffett's Logic: Buffett doesn't want to own companies that need to constantly invent the next great product to do well.

4: Depreciation Margin
🧮 Equation: Depreciation / Gross Profit
👍 Rule of Thumb: 10% or lower
🤔 Buffett's Logic: Buffett doesn't like businesses that constantly need to invest in depreciating assets to maintain their competitive advantage.

5: Interest Expense Margin
🧮 Equation: Interest Expense / Operating Income
👍 Rule of Thumb: 15% or lower
🤔 Buffett's Logic: Great businesses have such wonderful economics that they don’t need debt to finance themselves.

6: Income Tax Expenses
🧮 Equation: Taxes Paid / Pre-Tax Income
👍 Rule of Thumb: Current Corporate Tax Rate
🤔 Buffett's Logic: Great businesses make so much money that they are consistently forced to pay their full share of taxes.

7: Net Margin (Profit Margin)
🧮 Equation: Net Income / Sales
👍 Rule of Thumb: 20% or higher
🤔 Buffett's Logic: Companies that consistently convert 20% of their revenue into net income are more likely to have a durable competitive advantage.

8: Earnings Per Share Growth
🧮 Equation: Year 2 EPS / Year 1 EPS
👍 Rule of Thumb: Positive & Growing
🤔 Buffett's Logic: Great companies consistently generate profits and increase them every year regardless of the operating environment.

3 Important notes:

1⃣ These “rules of thumb” are only useful when a company is mature and fully optimized for profits.

2⃣ CONSISTENCY is key. The real test is if a company generates good numbers over multiple years & various economic cycles.

3⃣ There are PLENTY of exceptions & nuances to these rules. Many of Buffett’s largest holdings do not pass every rule of thumb. That’s because investing & accounting have TONS of nuances.

What "rules of thumb" do you use to make investing decisions?

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I teach investors how to analyze businesses so they can invest with confidence. Follow me for posts about accounting & investing. Grab my free investing eBook (See Link) ⬇️

𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐂𝐡𝐞𝐚𝐭 𝐒𝐡𝐞𝐞t
📚 FREE investing ebook: https://lnkd.in/eT3Xrjt8

Learn the essential methods:
• DCF
• Comparable Company Analysis 
• Precedent Transaction Analysis

Plus get clarity on: 
• How to calculate discount rates
• Terminal values
• Sensitivity analysis. 

Source: Tushar Kore 

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Valuation Cheat Sheet by Turshare Kore

The Financial Gym

•Successfully upsold current clients to additional services within The Financial Gym ecosystem, including FG Advisory, leading to the acquisition of $1M in assets under management by effectively pitching the benefits of our no-minimum asset advisory and its impact on clients' investment and retirement strategies.
•Leverage a deep understanding of personal finance, including budgeting, cash management, and general investment knowledge. Act as the go-to resource for clients seeking sound financial education.
•Develop and deliver comprehensive financial plans tailored to clients' individual financial goals, covering budgeting, savings strategies, debt management, and optimized recommendations for 401(k) and retirement options, generating over $4,500 in revenue per month for the company (to date). 
•Facilitate financial transformation for clients across diverse income brackets, ranging from higher earners to those striving to achieve financial equilibrium, resulting in enhanced confidence and tangible improvements (40,000+ in debt pay down to date) in their financial behaviors within the initial two weeks post-plan delivery.
• Acknowledged by management for consistently demonstrating exceptional care and attention to clients, as evidenced by the quality and effectiveness of financial plans delivered, ensuring sustained value addition to the organization and its clientele.
•Functioning as a proactive and motivational accountability partner, guiding clients through their financial journeys with personalized support and actionable insights, fostering a culture of empowerment and progress.
• Cultivate a client-centric approach to financial coaching, fostering a supportive environment conducive to positive financial outcomes, thereby fostering long-term client satisfaction and loyalty while contributing to the overall growth and reputation of The Financial Gym.

Financial Trainer / Financial Coach

Finance Content Writer/ Social Media Manager

•Developed Marketing Content advertising to 1000+ online community members to book 500+ class attendees
 •Establish brand style of voice and content pillars to create effective written content with  CTAs (call to action) that engages target audience
• Develop online platform centered on financial content (investing, financial & economic news, financial markets  etc) to engage and build audience utilizing and maintaining brand's editorial style/ voice.
• Create and schedule weekly & monthly content that expresses brand voice via Instagram 
• Identify and source finance industry and specific social media platform trends to generate content
that engages target audience.
• Analyze profile /post(s) data and insights to interpret opportunities for growth along with further optimization of aligned content for the channel's audience.
• Manage and develop user content to increase reach by 179% , engaged accounts by 384%, and following by 42% in a thirty day period.
•Topics discussed: Stock market investing/ trading, long term investing, finance, financial news, dividend investing, REIT investing, lifestyle, personal finance, etc

Social Media Manager

Google via GlobalLogic

Content Engineer / Content Analyst

NYC Department of Education

•	Arrange interviews with prospective teachers from database, managing the referral and candidate qualification process 
•	Coordinate pre-survey administration for students and parents to optimize timeline of individual education plan meetings 
• Increased rate of student progress and achievement towards success plan goals by 30% through built course curricula, targeted intervention, and progress monitoring.
• Serve on School Leadership Team engaging in change management providing ongoing evaluations of educational programs and the impact on student and school achievement
• Instrumental in developing streamlined system to coordinate scheduling of 100+ individualized education plan meetings with all key stakeholders
• Instrumental in inspiring use and developing daily EdTech product/ platform use plan for Math Team increasing classroom utilization by 10%

Special Educator | School Success

The College of New Jersey

• Sourced, screened, hired, and trained over 20 campus community advisors through three stage interview and training centered on conflict resolution.
• Spearheaded coordination of educational event(s) of 100+ attendees centered on difficult discussions.
• Enhanced and delivered solution oriented educational training programs for community advisor team members by applying evaluation of on-boarding needs

Community Advisor | First Year Resident Success

"Your enthusiasm and commitment to what we do is infectious and inspiring," a coworker once remarked, capturing the essence of my approach. This sentiment resonates deeply with me, reflecting my journey from education to finance. During a pivotal sales training, I encountered the phrase "service is at the core of sales," a mantra that ignited my passion for serving clients authentically. I embraced this philosophy wholeheartedly, focusing on their best interests and fostering trust. This approach has driven significant milestones, including helping clients achieve financial growth, culminating in the acquisition of $1M in assets. I continue to bring this passion for service and innovative thinking to every opportunity, striving to redefine success through genuine client partnerships.

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Brian Feroldi's LinkedIn Performance

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