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/

-----------------------

FREE RESOURCES:

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

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?

Follow Brian Feroldi for more content like this.

If you found this post useful, please repost ♻️ to share with your audience.

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 

Follow Brian Feroldi for more content like this.

If you found this post useful, please repost ♻️ to share with your audience.

Valuation Cheat Sheet by Turshare Kore

PACE Aerospace & IT

Aviation Specialist Consultant

XFLASH Airline Systems

Enhancing airline revenues & reducing airborne pax credit card fraud (duty-free, food & bev, seat upgrades). Advanced nav/comms & monitoring, VR training, alerting & approach safety services for airlines

COEGA Sunwear

My role is Brand Management & Marketing oversight at our leading Middle-East based manufacturer of COEGA branded swimwear & fashion sportswear. Collaborating with Disney, Marvel, Warner Brothers & based in Dubai, COEGA Sunwear provides branded garments to leading sports retailers in the Middle-East & Asia. www.coegawear.com

Co Founder

Tata Group

VP Flight Operations Engineering - Air India

Specialist to Senior Management & the airlines of Tata Group, including; Air India, Vistara, Air Asia (India) & Air India Express. Assisting the four airlines of the Group, in their new, unified chapter; enhancing safety & efficiency in Airbus & Boeing flight operations, new training technologies, all-new commercial revenues & several areas of new business, safety & profitability

Lasker Cross-Media GmbH

Ancillary Revenue Systems, VR, Advanced Communications for Transportation Industries, Exterior Aircraft Graphics, In-Flight Publications

Director - Airborne Solutions

Emirates Airline

As A380 Captain & RNAV Project/Fleet Technical Pilot for Emirates Airline I co-ordinated; advanced navigation, advanced air/ground comms (with human-factors automation we design & develop in-house) cold wx ops technologies & Flt Ops corporate publicity projects for Emirates Airline. Working with a team of Emirates professionals, we enhance; instrument approach & departure safety, air/ground comms process automation & many other aspects of flight operations for our Airbus & Boeing aircraft.

We have achieved a great deal of success (see video below)  in the areas of; RNAV, Pilot-Dispatch Communication Automation, RNP-AR & GLS operations, making Emirates a leading airline in these fields over the past 20-years. As a result of our work, Emirates Airline received the 2014 Institute of Risk Management (IRM) award for; delivering value through risk management.

A380 Captain / RNAV Project Pilot

AdWords Secrets / BetterClix.com

Created dedicated ad campaigns in a variety of markets for my own acct and others

Google Certified Professional / Author

Canada 3000 Airlines

A320 Captain

Canadian Armed Forces

Pilot Instructor & Aircraft Commander, C130 Hercules. 426 Transport Training Sqn, 436 Sqn, 429 Sqn

C-130 Hercules Aircraft Commander, Pilot Instructor

I help build teams & systems proven to excel; business dev, A380 Captain, specialist consultant & author/video producer in the following areas: aviation (airlines), increasing pax revenues, reducing credit card fraud, biofuels, enviro protection; sportswear; airline safety/comm/nav/data, advanced navigation; staff insurance & pension benefits.

21-years+ experience in Emirates Airline Flight Operations Management & A380 Captain for the leading international airline; Emirates (based in Dubai, UAE). Project Lead: Emirates RNAV Group (advanced navigation).

VP Flight Operations Engineering, Tata Group airline, Air India; planning & executing safe, profitable growth towards 450 aircraft.

Also; airline comm / monitoring systems, airline policy & procedure development. Airline contract negotiation, legal & due-diligence.

As well as having started a number of my own successful businesses in; sportswear, cosmetics, online security. 

Qualified Captain on A380/A340/A330/A320/Boeing 757/Lockheed C130 - over 20,000 hours without a scratch.

Founder XFLASH Systems - boosting airline pax revenues, reducing airborne pax credit card fraud in; duty-free, entertainment, food & bev. Aviation AI & ML systems. Info comms, flight monitoring & advanced navigation.

Co-founder COEGA Sunwear; brand management, marketing; specialty sportswear & footwear production, manufacturing co-branded items with Disney, Marvel & Warner Brothers, and distributing to over 500 sports & fashion retail locations (GoSport, Royal Sporting House, Decathlon) in the Middle-East, India & across Asia.

Solid experience creating, developing & optimizing products & services in many markets. Through field-tested experience, I've learned what it takes to successfully lead & manage effective teams in a friendly manner, where we all win.

Author of book 'Top 37 AdWords Pay-Per-Click Secrets Exposed' (Google it... there are thousands of free copies of my work available, online!)

Roger Hall

He's Not Crazy - He's Avoiding a Departure Delay via Manual Override of Start Valve... this professional ground engineer is trained to access the engine start valve, via special access-door under the engine.

Why? Electrical control of the engine start valve - from cockpit - has failed, for some reason.

So, the engineer uses a special tool (a "key") to manually hold-open the start valve thereby providing high-pressure bleed air (typically from the APU) to the starter (in co-ordination with the flight crew), he then closes the valve once engine is on-speed, closes the access-door again & moves clear.

Remember: when he positioned himself, the engine was NOT running. There are manufacturer-defined, safe-zones to the side of the engine, to exit the area after start. A safe procedure when performed by a professional, which this gentleman clearly is.

Aircraft is a 767-300. Other engines have start valve access on the side - which is easier-access & better.

Nice work, Sir 🫡.

Next VIDEO: why safety doesn't appear on your radar; https://lnkd.in/gamJpc6S

Video: chopmeup130

Advancing Airborne Efficiency, Airbus & Boeing Ops, A380 Captain, Consultant for IATA, Leasing, New Space & Ground-based Revenues, Specialist Adv Nav & Comms/STL, Biofuel Ops, Ancillary Rev, VR/AR

taplio

The Battle

Brian Feroldi

Roger Hall

Followers

Posts

Engagements

Likes

Performance ScoreBrian Feroldi's LinkedIn Performance

Performance ScoreRoger Hall's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Brian Feroldi

Roger Hall

Followers

Posts

Engagements

Likes

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

Performance ScoreRoger Hall's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreBrian Feroldi's LinkedIn Performance