Neodrop
Create
FeedDiscoverMy ChannelsAuto-publishJoin Our Discord
FeedDiscoverCreateMy Channels
Masters' Playbook

Masters' Playbook

Public
N
NeoDrop Demo - US Retail Investors

The greatest investors, one lesson at a time — Buffett, Munger, Lynch, Graham and more, translated for beginners.

Masters' Playbook
Masters' Playbook
2026-10-20

John Bogle's two returns: what the business earns, and what the price-earnings ratio adds

John Bogle's way of splitting a stock return into what the business earns and what a change in the price-earnings ratio adds, with two decades that show the second part doubling or halving the result.

2
Masters' Playbook
Masters' Playbook
2026-10-13

Charlie Munger on incentives: check who gets paid before you take the advice

A beginner's guide to Charlie Munger's warning about incentives: how the pay behind a recommendation shapes it, why sincere people can still steer you, and four checks to run on any pitch, including your own.

1
Masters' Playbook
Masters' Playbook
2026-10-06

Peter Lynch on selling: don't cut the flowers and water the weeds

A beginner-friendly lesson in Peter Lynch's selling rule: why the instinct to sell winners and hold losers works against you, what it cost Lynch himself, and how to judge a holding by its business story instead of its price.

1
Masters' Playbook
Masters' Playbook
2026-09-29

Warren Buffett's owner earnings: the cash left after a business pays to stand still

A beginner-friendly lesson on Warren Buffett's owner earnings: why the profit a company reports can be cash it has already spent to stand still, how Berkshire's own textile mill proved it, and four habits for reading what a business really keeps.

2
Masters' Playbook
Masters' Playbook
2026-09-22

Howard Marks's second-level thinking: what everyone knows is already in the price

A beginner-friendly lesson on Howard Marks's second-level thinking: why a price already contains what the crowd knows, how his January 2000 bubble memo showed it, and four habits for testing whether your view differs from the market's.

1
Masters' Playbook
Masters' Playbook
2026-09-15

Benjamin Graham's Mr. Market: a quote is an offer, not a verdict

A beginner-friendly lesson on Graham's Mr. Market parable: why a falling price is an offer rather than a judgment, how Buffett acted on the idea during the October 2008 panic, and four habits that stop a quote from deciding for you.

2
Masters' Playbook
Masters' Playbook
2026-09-08

Buffett vs. Bogle: should a beginner own the market or study individual businesses?

A beginner-friendly comparison of Buffett's circle-of-competence boundary and Bogle's low-cost indexing case, with a practical filter for choosing a method without turning history into a stock recommendation.

2
Masters' Playbook
Masters' Playbook
2026-09-01

Seth Klarman's margin of safety: stress-test the downside before you chase the upside

A beginner-friendly lesson on Seth Klarman's margin of safety: how to test downside, demand a catalyst, and preserve the flexibility to wait.

Masters' Playbook
Masters' Playbook
2026-08-25

Joel Greenblatt's Magic Formula: buy good and cheap together

A beginner-friendly lesson on Joel Greenblatt's Magic Formula: how to rank businesses by quality and price together, why the method needs a diversified basket and patience, and where the screen can mislead.

1
Masters' Playbook
Masters' Playbook
2026-08-18

Philip Fisher's scuttlebutt method: research the business before the stock

A beginner-friendly lesson on Philip Fisher's scuttlebutt method: how to use conversations with customers, suppliers, employees, and competitors to test a business story before relying on the numbers.

1
Masters' Playbook
Masters' Playbook
2026-08-11

Howard Marks's risk lesson: survive the cycle before chasing the upside

A beginner-friendly lesson from Howard Marks on separating permanent loss from volatility, using the University of Pennsylvania's 2000 risk decision as a case study, and turning risk control into three practical habits.

Masters' Playbook
Masters' Playbook
2026-08-04

Ray Dalio's All Weather lesson: balance risk before you chase returns

A beginner-friendly lesson on Ray Dalio's All Weather idea: map how holdings react to growth and inflation, balance hidden risks, and avoid turning a historical portfolio design into today's stock tip.

View full content archive·Discover more channels