According to @QCompounding, Seth Klarman compounded at 17% annually over multiple decades and his book Margin of Safety is listed at $1,999 on Amazon, source: @QCompounding on X. @QCompounding adds that Klarman’s shareholder letters are being shared for free today, providing direct access to primary materials, source: @QCompounding on X. This free access lowers research barriers for traders seeking to study Klarman’s approach, source: @QCompounding on X.

According to @QCompounding, John Bogle argues that the most reliable way to build wealth is to own the market through low-cost index funds rather than trying to beat it, as outlined in The Little Book of Common Sense Investing (source: @QCompounding; John C. Bogle, The Little Book of Common Sense Investing). Bogle emphasizes that investor net returns equal market returns minus fees, taxes, and trading costs, so minimizing expense ratios and turnover is critical for compounding (source: John C. Bogle, The Little Book of Common Sense Investing). Long-horizon scorecards show most active funds underperform their benchmarks, reinforcing a passive, buy-and-hold approach for superior odds of success (source: S&P Dow Jones Indices, SPIVA U.S. Scorecard 2024). For traders, this translates into prioritizing broad-market exposure, low fees, automated contributions, and scheduled rebalancing over frequent stock picking or market timing (source: John C. Bogle, The Little Book of Common Sense Investing). The arithmetic of active management indicates the same pre-cost zero-sum and post-cost negative-sum dynamics across asset classes, a principle investors also apply to digital assets when index-like products are available (source: William F. Sharpe, The Arithmetic of Active Management, 1991).

According to @QCompounding, quality investing has delivered more than 18% per year since 2010 and is positioned as one of the best-performing strategies for shareholders, source: @QCompounding on X, Dec 2, 2025. The post directs readers to learn how to find quality stocks but does not disclose specific tickers, screening metrics, or methodology in the text provided, source: @QCompounding on X, Dec 2, 2025. No cryptocurrencies are mentioned in the post, indicating no direct crypto market impact is referenced by the source, source: @QCompounding on X, Dec 2, 2025.

According to @QCompounding, Seth Klarman’s maxim that when sellers must unload at ridiculous prices it can be a good time to buy highlights the opportunity created by forced selling, source: Compounding Quality on X, Dec 2, 2025. In crypto, forced selling typically clusters around derivatives liquidations and margin-driven exits, identifiable via sudden spikes in forced liquidations and sharp open-interest drawdowns, source: CME Group education on margin and liquidation; Kaiko Research derivatives market updates 2023–2024. Traders monitor funding-rate resets and futures basis compression in BTC and ETH during liquidation cascades as positioning stress signals for potential mean-reversion setups, source: Binance Research reports on funding and basis dynamics 2023–2024. Dislocations such as large discounts to NAV in crypto trusts or closed-end funds (for example, GBTC’s discount before ETF conversion) reflect structural selling pressure and can create arbitrageable windows until mechanisms normalize, source: Grayscale GBTC 2023 shareholder communications; CFA Institute coverage of closed-end fund discounts. Spot BTC ETF primary market redemptions and outsized outflows can transmit sell pressure to underlying BTC via AP hedging and basket exchanges, making flow shock days key watchpoints, source: iShares Bitcoin Trust (IBIT) prospectus and capital markets materials. Court-supervised disposals in crypto bankruptcies can create concentrated supply events; tracking court dockets and estate wallets helps quantify overhang and absorption timing, source: U.S. Bankruptcy Court for the District of Delaware filings in major crypto cases 2022–2024; Arkham Intelligence on-chain monitoring.

According to @QCompounding, the post spotlights Charlie Munger’s warning that smart men go broke three ways—liquor, ladies, and leverage—framing leverage as a clear danger for traders and investors (source: @QCompounding on X, Dec 1, 2025). The author signals an educational thread to teach key points about leverage, effectively cautioning traders to treat leverage use conservatively to protect capital (source: @QCompounding on X, Dec 1, 2025).

According to @QCompounding, a Nov 30, 2025 post highlights a resource titled "Balance Sheet Red Flags by Gary Jain" but does not disclose the specific metrics, thresholds, or examples, so no actionable screening rules or trading signals can be derived from this post alone, source: @QCompounding on X, Nov 30, 2025. According to @QCompounding, traders seeking to refine equity quality filters, risk models, or balance sheet manipulation screens will need additional primary details before implementation, as the post provides no ticker-level implications, sector guidance, or ratio definitions, source: @QCompounding on X, Nov 30, 2025. According to @QCompounding, the post does not mention cryptocurrencies or digital assets, indicating no identified impact on BTC, ETH, or broader crypto market flows from this item, source: @QCompounding on X, Nov 30, 2025.

According to @QCompounding, a new post highlights a curated list of 20 investing books aimed at people who want to build wealth but do not know where to start, positioning the collection as an actionable starting roadmap for investors, source: @QCompounding on X. The thread names The Intelligent Investor by Benjamin Graham as the first pick and calls it the bible of value investing, source: @QCompounding on X. It also notes Warren Buffett’s praise that the book is by far the best investing book ever written, reinforcing its relevance for disciplined, fundamentals-driven strategies, source: @QCompounding on X.

According to @QCompounding, traders should reread Poor Charlie's Almanack annually and can review the detailed summary thread they shared for key takeaways (source: @QCompounding on Twitter, Nov 29, 2025). The book compiles Charlie Munger's speeches and mental models emphasizing inversion, probabilistic thinking, and checklist discipline to improve market decision quality (source: Poor Charlie's Almanack, edited by Peter D. Kaufman). Practical trading applications include using a pre-trade checklist, insisting on a margin of safety on entries, and evaluating setups by expected value rather than single outcomes (source: Poor Charlie's Almanack, edited by Peter D. Kaufman). Munger's guidance to stay within one's circle of competence and avoid cognitive biases supports stricter risk controls and fewer low-quality trades (source: Poor Charlie's Almanack, edited by Peter D. Kaufman).

According to @QCompounding, current stock market conditions are unusual, so traders should avoid emotion-driven decisions and rely on a rules-based process, supported by 15 quotes curated as a behavioral checklist for turbulent sessions; source: @QCompounding. The practical takeaway is to prioritize execution discipline for entries, exits, and position sizing to reduce drawdown risk during uncertainty; source: @QCompounding. While framed around equities, this emphasis on emotional control is equally applicable to high-volatility assets in crypto, where unchecked sentiment can amplify risk and slippage; source: @QCompounding.

According to @QCompounding, Fundsmith has lagged the market for almost five years, but since 2010 the fund still leads global stocks on a cumulative basis, source: @QCompounding, Nov 27, 2025. According to @QCompounding, the post also shares Terry Smith's current market views for investors tracking the strategy, source: @QCompounding, Nov 27, 2025. According to @QCompounding, the source does not mention cryptocurrency or digital assets, source: @QCompounding, Nov 27, 2025.

According to @QCompounding, François Rochon shares a 7-page document titled Affordable Quality that explains how quality investors can buy wonderful companies at a fair price, source: @QCompounding. The post characterizes Rochon as an amazing investor and points readers to the guide for practical insights on executing quality-focused stock selection, source: @QCompounding.

According to @QCompounding, it is time to buy quality stocks, signaling a direct buy call on high-quality equities today; source: @QCompounding on X, Nov 25, 2025. The post did not provide specific tickers, sectors, entry levels, or a time horizon; source: @QCompounding on X, Nov 25, 2025. No crypto assets or BTC/ETH implications were mentioned in the post; source: @QCompounding on X, Nov 25, 2025.

According to @QCompounding, Chapter 20 of Benjamin Graham’s The Intelligent Investor on Margin of Safety is being shared for free today, spotlighting a core risk-management principle relevant to trading decisions and entry discipline (source: @QCompounding). Graham makes Margin of Safety the central concept of sound investing, urging investors to buy only when there is a clear discount to a conservatively estimated intrinsic value to protect against valuation errors and unforeseen shocks (source: Benjamin Graham, The Intelligent Investor, Chapter 20). He emphasizes practical safeguards—such as insisting on adequate earnings and asset coverage and maintaining diversification—to reduce drawdown risk and improve risk-adjusted outcomes, guidelines traders can adapt to position sizing and timing in volatile markets (source: Benjamin Graham, The Intelligent Investor, Chapter 20).

According to @QCompounding, Charlie Munger advised under-spending income and investing the difference—a discipline traders can translate into automated, rules-based contributions to their portfolios; source: https://twitter.com/QCompounding/status/1992185352618909985. Research shows dollar-cost averaging reduces the probability and magnitude of short-term losses versus lump-sum investing while lowering expected return, a risk-return trade-off relevant when allocating to volatile assets such as BTC and ETH; source: Vanguard, Dollar-cost averaging just means taking risk later, https://personal.vanguard.com/pdf/s315.pdf. Behavioral data indicate timing mistakes drive long-run investor underperformance, so systematic, pre-committed contributions can help reduce timing decisions when building crypto exposure; source: DALBAR, Quantitative Analysis of Investor Behavior, https://www.dalbar.com/Products/QAIB. To control portfolio risk, pre-commit to scheduled rebalancing back to target weights after contributions or at set intervals, a practice shown to maintain intended risk levels without market forecasts; source: Vanguard, Best practices for portfolio rebalancing, https://advisors.vanguard.com/insights/article/bestpracticesforportfoliorebalancing.

According to Compounding Quality (@QCompounding), Nicolas Boucher and Christian Martinez shared a resource titled How to become an AI CFO on Nov 21, 2025, but the announcement tweet provides no quantitative metrics, vendor details, case studies, or tickers and makes no mention of cryptocurrencies, offering no direct, tradeable signals at this time (source: @QCompounding tweet, Nov 21, 2025). For traders, the current actionable insight is limited to awareness of the topic’s relevance; the source itself does not supply adoption data, revenue impacts, or enterprise spend figures that could be mapped into AI software equities or crypto markets (source: @QCompounding tweet, Nov 21, 2025).

According to @QCompounding, Francois Rochon is quoted that owning great companies and avoiding attempts to predict the stock market is the key to beating the index over the long run; source: @QCompounding on X, Nov 21, 2025. For traders and investors, this points to prioritizing a quality buy-and-hold equity strategy over short-term market timing when seeking benchmark outperformance; source: @QCompounding on X, Nov 21, 2025.

According to @QCompounding, Peter Lynch advises adding to positions when a stock drops but fundamentals remain positive, reinforcing an averaging-down strategy anchored in fundamentals, source: @QCompounding on X. For traders, this means only averaging down after re-validating core fundamentals such as profitability, balance-sheet strength, and growth drivers, while enforcing predefined position sizing and risk limits to avoid averaging into deteriorating names, source: @QCompounding on X. Actionably, the rule translates into add-on entries at valuation discounts versus intrinsic value estimates and confirmation that earnings trends remain intact before increasing exposure, source: @QCompounding on X.

According to @QCompounding, George Soros’s 2009 Central European University lecture is a standout resource for traders focused on cutting losses early and adapting quickly. source: Twitter/@QCompounding Soros’s framework emphasizes fallibility and reflexivity—biases and price action feed back into fundamentals—requiring predefined exits, dynamic position sizing, and strict stop-losses to survive regime shifts. source: Central European University 2009 lecture by George Soros Applied to crypto markets such as BTC and ETH, reflexivity means narratives and leverage can amplify momentum and liquidation cascades, so traders should prioritize fast error recognition and hard risk caps over prediction. source: Central European University 2009 lecture by George Soros Practically, this implies cutting losing positions promptly, scaling into strength cautiously, and reducing exposure when crowding and volatility spike to avoid reflexive blowups. source: Central European University 2009 lecture by George Soros Soros’s maxim "I'm only rich because I know when I'm wrong" encapsulates this playbook and reinforces process discipline over conviction. source: Twitter/@QCompounding

According to @QCompounding, Joel Greenblatt averaged about 40% annual returns for over 20 years and shared the method in The Little Book That Still Beats the Market. Source: @QCompounding on X, Nov 17, 2025. The Magic Formula ranks stocks by earnings yield (EBIT divided by enterprise value) and return on capital (EBIT divided by net working capital plus net fixed assets), then buys a basket of the highest combined ranks. Source: Joel Greenblatt, The Little Book That Still Beats the Market, revised edition 2010. Implementation in the book calls for buying 20 to 30 stocks spaced across 12 months, holding roughly one year for tax efficiency, equal-weighting positions, and rebalancing annually as ranks change. Source: Joel Greenblatt, 2010. The universe excludes financials and utilities due to accounting differences, applies a minimum market cap to avoid very small illiquid names, uses pre-tax EBIT, and computes enterprise value including debt and cash. Source: Joel Greenblatt, 2010. Greenblatt emphasizes that multi-year underperformance streaks are normal and that strict discipline in following the rules is required to realize the strategy’s edge. Source: Joel Greenblatt, 2010. For crypto market participants, this is an equity strategy and does not directly apply to crypto assets such as BTC or ETH, though it can be used to evaluate publicly listed crypto-related companies that report standard financials. Source: Joel Greenblatt, 2010. Actionable takeaway: build a screener that ranks by percentile of EBIT/EV and return on capital, selects the top 20 to 30 names, staggers entries monthly, and rebalances annually while accounting for slippage and taxes. Source: Joel Greenblatt, 2010.

According to @QCompounding, waiting, doing nothing, and holding are valid trading decisions that prioritize discipline over constant buying and selling in stock markets (source: @QCompounding on X, Nov 17, 2025).