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

Harris Fanaroff

Linked Revenue

Founders, senior executives, and sales leaders turn to us when they want to turn their network into revenue.

By maximizing your LinkedIn presence and activity, we cut through the noise, expand your reach, and build consistent deal flow.

That means content that builds trust, targeted outreach that starts real conversations, and strategic networking that drives results.

Our team is laser-focused on turning your existing relationships—and the ones you haven’t made yet—into high-quality sales meetings.

Learn more at https://linked-revenue.com/

Founder & CEO

Pontoon Solutions

Pontoon is a people-first organization. We architect innovative solutions that enable our clients to achieve optimal business outcomes and stay ahead of future challenges. 

Pontoon delivers transparent and data-driven MSP and RPO solutions that make our clients’ businesses fit for the future and support them to achieve their business goals. Backed by the power of the Adecco Group ecosystem we architect our clients' workforce of the future.

We architect innovative workforce solutions to achieve your business objectives. Through bigger thinking, bigger innovation, and bigger reach, we help you reimagine your way forward: www.pontoonsolutions.com.

Global Head of Client Relations

OKA (Otto Kroeger Associates)

OKA is a training and consulting company specializing in leadership and team development located in Fairfax, Virginia near Washington, DC. Since 1977, OKA has been changing the way you live and work through greater self-awareness and better self-management. Currently the nation's leader in EQ-i Certification, we use today's most effective assessment tools as foundations for our highly engaging, actionable presentations and training programs designed to develop greater individuals, leaders, teams, and organizations.

OKA partners across the government and commercial sectors and is a GSA schedule holder: GS-10F-0015R

Certification & Train the Trainer Workshops
• Emotional Intelligence EQi 2.0/ 360
• DRiV - Values, Motives, and Behaviors
• Pearman Personality Integrator
• Team Performance Inventory
• Hardiness Resilience Gauge
• Change Style Indicator
• Influence Style Indicator
• Decision Style Profile
• DLP/ELP 360
• Advanced Type and Emotional Intelligence
• MBTI Master Practitioner

Leader and Team Development Programs
• Developing Emotional Intelligence
• Understanding Your Values, Motives, and Behaviors
• Custom Leadership Development Programs
• High Performing Teams
• 360 Assessments
• Working Effectively Across Generations
• Developing Resilience
• Creating Safe to Speak Cultures and Teams
• Leveraging the Power of Personality Type
• Effective Decision Making
• Giving & Receiving Feedback
• Managing Conflict
• Having Difficult Conversations
• Leading Change
• Team Tools/ Team Dynamics

Leadership/Executive Coaching
OD/ Change Management Consulting
Leadership Accelerator for Women Coaching Program
Keynote Speaking

Vice President, Client Relationships

Director of Client Relationships

Athlete Roadmap

Athlete Roadmap is designed to support high-performing student-athletes navigate their way through transitions on the field, in the classroom, and in life.

Through a coaching approach, each program gives participants the integral skills to help them grow personally and professionally with the goal of providing the space, mental skills, and resources to help athletes navigate next steps.

Founder, Leadership & Mental Performance Coach

ACT Performance, LLC

I am an ICF-ACC Certified Coach that works with clients to help them unlock their potential. I provide a safe space for clients to learn about themselves and work on pursuing their dreams and goals. 

ACT (Accredited Coaching & Training) Performance LLC primarily works with two groups of clients: 
1. High School, College, and Pro athletes that are interested in working on the mental game.
2. High performing individuals inside organizations that are interested in early morning, late night, or weekend leadership coaching opportunities.

Associate Director, Business Development

Note this is not a job change, I just updated the company to reflect our standalone status. EAB was part of the Advisory Board Company, and then became a separate company.

Senior Manager, Account Management

Win Within Baseball 

Head Coach, Travel Baseball

The Advisory Board Company

• Develop relationships with key decision makers and main points of contact at member college/universities in the U.S., and Canada, and proactively manage these relationships to optimize the value of the Education Advisory Board research programs
• Work to secure annual renewal of membership contracts and corresponding service terms 
• Communicate and monitor member interests to the education research teams on a regular and ongoing basis
• Plan effective strategies for maintaining visibility of services and deliverables at member institutions
• Execute specific initiatives outlined in member service plans
• Facilitate new member orientations by phone or traveling to member institutions

Manager, Account Management

•	Strategized cultivation of territory and focused outreach campaigns to pursue best opportunities which resulted in scheduling over 150 on-site meetings and follow-ups
•	Recipient of the award given to the new hire that best demonstrates the ability to work through challenges by consistently hitting visit goal for two sales managers at one time
•	Selected to participate in ABC’s highly competitive Business Development Internship Program which included presentations in front of senior management
•	Facilitated a class for new-hires to learn the fundamentals of the Advisory Board Company
•	Effectively and successfully handled multiple responsibilities through optimizing time management coupled with upward management, all while working as a team to consistently achieve ambitious short-term and long-term goals

Senior Sales and Marketing Associate

Sales and Marketing Associate

Willco Companies

•  Conducted industrial and commercial property inspections with aligned managers
•  Enforced accountability and performed financial oversight on incoming rent
•  Calculated property value of perspective parcels using comparative data and research

Intern

Phillips Realty Capital

•  Validated and corrected financial and commercial real estate documents
•  Worked directly and gained exposure to a variety of financial loan structuring models
•  Performed due diligence on various commercial properties

Founder @ Linked Revenue | Sharing insights to help Executives and Sales Professionals generate more revenue from LinkedIn

We work with executives who’ve built impressive networks, and help them turn those relationships into revenue.

At Linked Revenue, we specialize in relationship-based selling. Everything we do is rooted in your voice, your network, and your goals.

We co-create content that feels natural to you, research where your connections can open doors, and send personalized outreach that leads to real conversations.

You don’t need to spend hours on LinkedIn. We keep you accountable to a process that works, while making sure your authentic voice shows up where it matters most.

We handle the content, posting, outreach, and engagement, so you stay focused on what you do best while still generating consistent deal flow.

We have helped our clients generate over $10M in revenue from LinkedIn. 

A little bit about me:

- I have a toddler son and baby daughter who are both the best and exhausting
- I was drafted by the Washington Nationals out of high school but got the yips in college 
- I am a certified leadership coach
- I have been to all 50 states
- I am lucky to have an amazing wife who is the rock for our family

Recent Wins:

✅ Helped the Founder &amp; CEO of a Future of Work SaaS company land enterprise deals and secure Series B funding by optimizing his LinkedIn presence and content strategy.

✅ Drove a 300% increase in inbound opportunities for a NYT best-selling author and keynote speaker, leading to more high-value speaking engagements and book sales.

✅ Scaled the LinkedIn presence of a Chief Revenue Officer at a high-growth AI company, directly contributing to a 7-figure pipeline through strategic content and network engagement.

✅ Partnered with 5 top sales professionals in employee benefits to establish them as thought leaders, leading to direct inbound leads from high target prospects.

✅ Worked with the CEO of a leading HR Tech startup to develop a LinkedIn strategy that resulted in multiple investor introductions and high-profile partnership opportunities.

If you're an Executive who is interested in generating more revenue from LinkedIn, I'd love to connect with you.

We help Executives generate more revenue from LinkedIn. 

We believe that Executives should share their distinct voice with the world so our process ensures it sounds like you (because you say it), but you don't have to spend time on the platform. 

Building your brand on LinkedIn is a huge asset for generating new B2B sales opportunities. 

We help you do that.

taplio

The Battle

Brian Feroldi

Harris Fanaroff

Followers

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Performance ScoreBrian Feroldi's LinkedIn Performance

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taplio

The Battle

Brian Feroldi

Harris Fanaroff

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

Ready to grow your LinkedIn presence?

Performance ScoreBrian Feroldi's LinkedIn Performance