According to @QCompounding, the core trading takeaway is to buy healthy companies and avoid those with weak balance sheets to reduce the risk of large equity drawdowns, source: @QCompounding on X, Dec 6, 2025. The post emphasizes that the biggest losses in stocks typically come from companies with poor balance sheets, reinforcing a risk-first selection process for portfolios, source: @QCompounding on X, Dec 6, 2025. Direct quote: Buy healthy companies. The biggest losses in stocks come from companies with poor balance sheets, source: @QCompounding on X, Dec 6, 2025.