Yorrin | FluentInQuality
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fluentinquality.bsky.social
Yorrin | FluentInQuality
@fluentinquality.bsky.social
Helping long-term investors spot/invest in high-quality companies. I write deep dives, build systems, and share what works. → 20.05% portfolio CAGR since 2021.
That's it!

Put Rochon's lessons to work and start outperforming!

If you like these kinds of threads, follow me @fluentinquality

See you next time! :-)
June 1, 2025 at 2:00 AM
5. True Investing Is Emotional Mastery

• Panic ruins great plans
• Temperament trumps IQ
• Keep calm when others can’t
• The game is won in your mind
• Most lose to their own reactions
June 1, 2025 at 2:00 AM
4. Focus on the Business, Not the Noise

• Ignore hype
• Cyclicality masks fragility
• Fundamentals tell the truth
• Debt is destroyed when storms hit
• Risk = permanent loss, not volatility
June 1, 2025 at 2:00 AM
3. Give Medals to Your Mistakes

• Everyone misses
• Analyze your errors
• Share them, don’t hide them
• Humility sharpens your edge
• Learn publicly, grow internally
June 1, 2025 at 2:00 AM
2. The Market Is a Tool, Not an Oracle

• You can’t time it
• Don’t treat prices as truths
• Think like a business owner
• It’s irrational in the short term
• Evaluate fundamentals, not forecasts
June 1, 2025 at 2:00 AM
1. Long-Term Thinking Isn’t a Preference—It’s a Survival Strategy

• Markets drop often — and hard
• Enduring pain is part of the journey
• Volatility is the cost of compounding
• Patience + perseverance = real returns
• Sticking to principles beats chasing trends
June 1, 2025 at 2:00 AM
The snowball dividend is silent at first, louder later on!
May 31, 2025 at 9:21 PM
The next challenge for many is to actually hold that long. 😂
May 31, 2025 at 9:21 PM