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

Lloyds Metals & Energy Ltd

Driving critical projects throughout group companies.

Assistant General Manager

Senior Manager

Co.Lab 🚀   joincolab.io

Link to certificate: https://www.joincolab.io/certificate/ankit-ranjan
Attended the Co.Lab Product Manager Bootcamp and learned the fundamentals of product management through professional mentorship and solving real-world problems.

Product Management Fellow

FedEx Express Canada

Worked on multiple projects across marketing disciplines and assisted marketing operations by:
- Cleaning and structuring data to create an ideal customer profile based on retail shipments out of the Greater Toronto Area
- Supporting peak time operations by collecting, synchronizing, and distributing store hours to keep store hours updated across FedEx's systems
- Designing and conducting a store survey to gain customer insights from a high volume location
- Synthesizing and presenting the expansion strategy for FedEx's locker box systems by analysing competitors, vendors, and customer experiences

Associate Marketing Specialist

Loadlink Technologies

Assisted marketing operations by:
- Providing operational support at Truck World 2022 by helping set up the booth
- Developed product and company PR messaging to be used in corporate communications
- Building a lead nurture pipeline by designing and implementing an email nurture program
- Mentoring a new hire in marketing operations 

- Award Recipient: Best Collaborator

Marketing Assistant

Assisted marketing efforts and operations by:
- Building a strategic offline demand generation channel
- Delivering market segmentation intelligence by cleaning and structuring customer data
- Increasing Google Ads conversions by 50% by analyzing customer behavior data and helping optimize targeted KWs

Digital Marketing Intern

Freshworks

Led a three-member team across organic growth, demand generation and operations lines to deliver 112% lead achievement and 300% YoY growth over 3 years:

- Planned, produced, and promoted segment-specific content to enable sales and generate leads through organic traffic
- Designed and implemented an email nurture journey to engage and nurture 5,000+ cold leads, resulting in 200+ engagements and 21 SQLs
- Wrote SEO content that resulted in position 2 on SERP 1 and gained 40,000 unique views
- Ran the blog newsletter by scheduling emails to contacts and maintaining the contacts list
- Ran Conversion Rate Optimization (CRO) experiments on the product website with one such experiment delivering a 25% increase in conversions
- Executed the Remote IT Support campaign by hosting webinars with industry and company leaders to develop thought leadership content around remote IT service, resulting in 10,000 unique views
- Co-owned the 2020 SME strategy by pivoting content and messaging to suit a remote-first environment, leading to 112% lead target achievement
- Improved the website user experience by analyzing the user journey and simplifying the website navigation through A/B testing navigation buttons, resulting in a 25% increase in conversions
- Owned product messaging by executing the weekly blog newsletter, growing the subscriber base by 230%, developing product messaging among an engaged following

Segment Marketing Associate

Joined as a Content + Operations generalist.

Under content responsibilities, wrote outward-facing, product-related content: 
- KW driven content 
- Thought-leadership content 
- Onboarding emails 
- Nurture emails
- Social Media posts

Operational responsibilities included:
- Scheduling Social Media posts
- Building landing pages
- Optimizing landing pages for conversions
- Migrating product website

Key Achievements:
- Increased the website's traffic by 20% through KW and content optimization efforts
- Increased conversions by 35% on specific landing pages
- Increased contact collection by 75%

Content Writer

Generalist at Lloyds Metals and Energy Ltd with duties across business development and strategy.

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