Billionaire Stock Selection Criteria

Billionaire investors share several common traits that contribute to their extraordinary success. Billionaire investors’ traits can be categorized into investment strategies and broader habits:

Billionaire stock selection criteria for your investments:

Analyze Company Fundamentals: Review the company’s financial health before buying a stock. Look at metrics like revenue, profit margins, and earnings growth. Tools like Yahoo Finance or Seeking Alpha can help you understand these details.

Identify Competitive Advantages: Ask yourself what makes this company stand out. Does it have a strong brand, innovative technology, or an untouchable market position?

Consider Valuation: Use valuation metrics like the price-to-earnings (P/E) ratio or price-to-book (P/B) ratio to determine if the stock is undervalued. Compare it to industry peers or historical averages.

Evaluate Debt Levels: Check the company’s debt-to-equity ratio to ensure it isn’t overly burdened by debt. Lower ratios often indicate financial stability.

Follow Market Trends: Look for industries with growth potential, such as renewable energy, AI, or biotech. Diversifying across sectors can also reduce risk.

Assess Management Quality: Research the leadership team. Have they successfully steered the company through challenges in the past? Confidence in management is key to long-term success.

Focus on Long-Term Growth: Avoid getting caught up in short-term market volatility. Instead, invest in companies you believe will perform well over the next 5–10 years.

Consider creating a checklist or using a portfolio analysis app to make this process easier. Of course, always align your investments with your financial goals and risk tolerance.

Here are some notable stock picks favored by billionaire investors:
• Nvidia (NVDA): Steve Cohen’s Point72 Asset Management increased its stake by 75%, holding shares worth $448 million, making it the fourth-largest position in his portfolio. Nvidia has shown strong growth, up 175% in 2024.
• Amazon.com (AMZN): Philippe Laffont’s Coatue Management holds $2.1 billion of Amazon shares, representing 7.8% of its portfolio. The firm has owned Amazon since 2009 and recently increased its stake by 4.6%.
• Meta Platforms (META): Stephen Mandel’s Lone Pine Capital added $100 million to its Meta stake, which now accounts for nearly 9% of its portfolio. Meta’s profitability, driven by platforms like Facebook and Instagram, makes it a standout pick.
• PDD Holdings (PDD): David Tepper’s Appaloosa Management upped its stake by 170%, with holdings valued at $714.6 million. PDD is the second-largest position in his portfolio.!

The Burden of Too Many Meetings

Modern management chronically suffers from too many meetings — and not enough time to get work done.

Middle management has suffered for decades under the heavy burden of too many meetings.

Meetings should support work; when they don’t, they become a time suck that wrecks productivity for companies and organizations. But the reason management is increasingly buried in meetings generally center on leadership wanting more control or believing (erroneously) that gabbing in groups clarifies and expedites.

However, Apple founder Steve Jobs observed the problem and knew what meetings to keep and which to cut. And he knew how to run them efficiently, according to Inc. Magazine.

Keep the invite list small — ideally, three to five people.
His reasoning? The more people you have in a meeting, the less productive it is. Too many voices become a sea of noise and it’s less likely you’ll get anything accomplished. In fact, Jobs famously declined an invite from President Obama to a tech meeting because, well, the guest list was too long.

Also, as you craft your invite list, know exactly what each person’s stake or role in the meeting will be. If they cannot or will not contribute, cut them. Anyone there for informational purposes can be sent a transcript or recording after the fact.

Keep the agenda short — no more than three items.
The goal here is focus. With more than three items on an agenda, you’re likely to get lost in a rabbit hole of unrelated topics and side conversations. It’s hard to know what conclusions to draw and what action items you have at the end when agenda items run amuck. Keep it short — and make sure all three agenda items are clearly connected to the core meeting purpose.

Keep the length to no more than 30 minutes.
You may think the substance of a given meeting demands a bigger time slot, but science tells us that largely ends up as a waste of time. Our attention span is shorter than a goldfish’s and our mental stamina is unable to sustain meaningful, analytical discussion for very long. If you keep meetings short (no more than 30 minutes) and parcel key pieces of information in digestible chunks (one- to two-minute segments), you’re more likely to leave the meeting with broad comprehension.

Sheryl Sandberg took this a step further, actually — she kept a lot of her meetings to 10 minutes.

There’s also the question of need. Do you really need to have a meeting? Ask yourself the following three questions; if the answer is no to all of them, don’t schedule one.

Does this meeting require feedback from others, or is it just informational?
If I do need input/feedback, is a meeting a more time-effective way to get it than a message or email?
Would a meeting provide anything that an email or message wouldn’t (such as in-the-moment feedback on problems that are constantly evolving)?
And finally, as a general note to CEOs just establishing business cadence, consider building a minimalist meeting culture. Following the “Rule of 3s,” keep this general guideline in mind: Management should aim to schedule no more than one minute of meeting time for every three minutes of work. In essence, no more than a quarter of a day should be spent in meetings.

https://www.inc.com/jeff-steen/steve-jobs-3-point-formula-for-leading-effective-meetings-was-brilliant-we-need-to-get-back-to-it.html

 

 

Being Mindful: Do Not Anticipate Trouble

“Do not anticipate trouble, or worry about what may never happen. Keep in the sunlight.” – Benjamin Franklin

As you step into each new day, you have the power to shape your experience by choosing how you approach the world around you. By being mindful, you can cultivate a sense of calm and clarity, allowing you to navigate life’s challenges with grace and resilience.

Instead of anticipating problems that may never arise, you can focus on the present moment, embracing its beauty and potential. This mindset not only helps you avoid unnecessary stress but also opens you up to new possibilities and opportunities that might otherwise go unnoticed.

You must stay present and not let worry steal your energy, happiness or joy. You must stay grounded in the present moment rather than worrying about challenges that might never occur. By living in the here and now, you can unlock a more profound sense of peace and fulfillment, transforming your life into a journey of discovery and growth.

Don’t fret over the past, it’s gone and there is nothing you can do to change it. Don’t stress or worry about the future, it hasn’t arrived and is uncertain. Live in the present and make it wonderful.

The most successful people don’t live in the past. They don’t get stuck in the future. They own and take responsibility for the present moment.

The moment you’re in right now is the only one you can control. Be where your body and mind are, and live in the now.

Focusing on what you can control and embracing optimism and a positive attitude can truly transform your mindset.

Remember, you are free to choose, but you are not free from the consequence of your choice. You can choose to be positive or you can choose to be negative in the present, but there are consequences for each choice. Essentially, you cannot realize positive results from negative thoughts.

Life is too short to wait for happiness. Embrace the present moment, big or small, and choose happiness and find joy in the present moment.

Happiness isn’t a destination, it’s a choice, mindset and way of living .

Financial Planning

Never underestimate the power of a comprehensive financial plan to assist you in building wealth and achieving financial freedom.

Your financial plan is like a roadmap for you money. It’s your long-term guide to answer questions such as:

Will I have enough money to retire?

Do I have my expected health care expenses covered?

Once you have your financial plan laid out, following it becomes much easier. When you have a clear goal in sight, reaching it feels more achievable.

In order to help figure out how to set aside a significant amount of money for retirement, one first needs to get a handle on current spending. Set a plan, create milestones, and go after them relentlessly.

To help achieve retirement goals, it’s important for a person to understand a clear definition of needs as opposed to wants.

With inflation showing few signs of slowing down anytime soon, it is important to create and follow a financial plan.

https://trib.al/eFPyVFb

Only Speak Positively to Yourself

“Only speak positively to yourself in your head.”

Speaking positively to yourself or engaging in positive self-talk is crucial for your well-being. A positive mindset strengthens your ability to cope with setbacks and adversity, and helps you bounce back from challenges more effectively.

Positive self-talk can enhance motivation, focus, and performance in various areas of life, including work, sports, and personal goals. It helps to create an “I can do” attitude, which is more than half the battle.

People with a positive outlook are more likely to engage in healthy behaviors, such as exercise, healthy eating, and adequate sleep. Additionally, positive thinking can help with pain and stress management.

Positive self-talk is a powerful tool for cultivating a healthier, happier, and more successful life.

Here are some positive quotes to say to yourself, framed as internal thoughts:

  • “I am capable of amazing things.”
  • “Every day is a chance for something wonderful to happen.”
  • “My potential is limitless.”
  • “I choose to see the good in every situation.”
  • “I am strong, resilient, and worthy of happiness.”
  • “I embrace challenges as opportunities to grow.”
  • “I radiate positivity and attract good things.”
  • “I am grateful for all the blessings in my life.”
  • “I believe in myself and my ability to succeed.”
  • “My thoughts create my reality, so I choose positive ones.”

Billionaire Stock Purchases

All the major stock market indexes are trading close to new highs, pushing valuations well above historical norms. The current price-to-earnings (P/E) ratio for the S&P 500 is around 30—almost double the historical average.

It is getting challenging to find reasonably priced growth stocks in 2025. But, billionaires often use a mix of strategies and criteria when selecting stocks. Here are some common factors they consider:

  • Company Fundamentals: They analyze financial metrics like revenue growth, profit margins, return on equity (ROE), and earnings per share (EPS) to assess a company’s financial health.
  • Competitive Advantage: They look for companies with a unique product or service that gives them an edge in the market.
  • Valuation: Stocks undervalued relative to their intrinsic worth are often attractive, as they offer potential for long-term gains.
  • Debt Levels: A company’s debt-to-equity ratio is scrutinized to ensure it isn’t over-leveraged, which could hinder growth.
  • Market Trends: They consider broader economic and industry trends to identify sectors with growth potential.
  • Management Quality: Strong leadership and a capable management team are key indicators of a company’s ability to execute its strategy.
  • Long-Term Potential: Many billionaires focus on companies with sustainable growth prospects and the ability to weather market fluctuations.

These criteria often combine with a deep understanding of the market and a disciplined approach to investing.

Building Wealth

“The wealthy understand the difference between looking rich and being rich.” – Dave Ramsey

Wealthy individuals don’t always drive flashy sports cars or luxury brands. Most of the time, they’re cruising around in vehicles that are reliable, practical, paid-off and smart—just like their financial decisions.

According to financial guru Dave Ramsey, 69% of millionaires did not average $100K or more in household income per year and one-third of millionaires never had a six-figure household income in their entire careers.

When people don’t waste money trying to look wealthy, they have money to actually become wealthy.

Ironically, there’s a high correlation between people who build wealth and those who don’t give a crap what other people think, states Ramsey. Be careful who you’re listening to. The sooner you stop worrying about the opinions of others, the sooner you can start winning, growing and improving.

The #1 mistake Americans make with money is not paying attention to their spending, budgeting or financially planning.

The wealthy get wealthier because they keep doing wealthy people stuff—investing, budgeting, and actually paying attention to where their money goes.

Want to win with money and build wealth, ask Ramsey? Start doing what works.

Novak Djokovic

In 2010, Novak Djokovic was a Serbian struggling tennis player because a hidden enemy was destroying him from within. One that no amount of training could beat.

His body was falling apart:

• Respiratory issues since childhood
• Allergies getting stronger yearly
• Constant exhaustion
• Mid-match collapses

Even surgery couldn’t fix his breathing.

Growing up in Belgrade meant bakeries on every corner.

– Fresh bread with every meal.
– Pizza as celebrated as life itself.
– Each meal is a family tradition.

Each mouthful was sabotaging his destiny.

Then, with one diet change… he won 3 out of 4 Grand Slam titles and became world No. 1 the following year.

Dr. Igor Tretojevich determined, through his holistic approach, Novak’s Serbian diet was poisoning him and body was at war with:

• Gluten – hiding in his beloved bread
• Dairy – in every traditional dish
• Refined sugar – fueling his exhaustion

The solution was to burn it all down resulting in him he losing eleven pounds (5 kilos). As a result, Novak felt something extraordinary:

• For the first time since childhood, he could breathe freely.
• His mind cleared.
• His energy soared.

He wasn’t just changing his diet…he chat his life.

His new diet became the blueprint for peak performance:

• No gluten, dairy or refined sugar
• Whole foods
• Strategic meal timing
• Light mornings, power-packed evenings

His new diet became the blueprint for peak performance:

• No gluten, dairy or refined sugar
• Whole foods
• Strategic meal timing
• Light mornings, power-packed evenings

The transformation broke records:

• World #1 ranking
• 3 Grand Slam titles
• 41-match winning streak
• 10 tournament victories

All from one diet change.

https://x.com/craigbrockie/status/1893663518446285287?s=46&t=mF_tsrQnjgviyl62GYfJjw

What You Think You Become

“Your life is always moving in the direction of your strongest thoughts. What you think will shape who you become.” — Craig Groeschel, Winning the War in Your Mind

American philosopher and psychologist William James said, “As a man thinketh, so he becomes.” This sentiment explored the power of thought and the idea that one’s thoughts and beliefs directly influence one’s actions and, ultimately, one’s life and level of success.

Cultivating positive, constructive beliefs and thoughts can lead to more fulfilling and successful lives.

Conversely, if you allow negative, destructive beliefs and thoughts to dominate, your life will take a less desirable path. The daily battle against self-doubt and negative thinking can be debilitating and limiting.

Your life is a reflection of what you believe and think. What you believe and think will determine who you become tomorrow. Your life is always moving in the direction of your most substantial thoughts.

Effectively, it’s difficult to cultivate positive outcomes with negative thoughts and beliefs about yourself. Your thoughts shape your reality and influence who you become.

Additionally, there is always a reason to be grateful. Cultivating gratitude transforms your mindset and can improve your overall well-being. By focusing on the positive aspects of your life, you can enhance your mental and emotional health, build resilience, and strengthen your relationships.

Source: Craig Groeschel, Winning the War in Your Mind

Bonus: The Courage to Be Disliked by Ichiro Kishimi and Fumitake Koga (P)2018 Simon & Schuster.

In this book, the philosopher explains to his pupil how you can determine your own life, free from the shackles of past experiences, doubts, and the expectations of others. This way of thinking is deeply liberating, allowing you to develop the courage to change and ignore the limitations that you and other people have placed on you.

Seven lessons bring transformation.

1. Your Past Does Not Define You: Your past doesn’t determine your future—your choices and thoughts do. Your history does not trap you unless you choose to be and believe you are. The past is a reference for learning, not a sentence. You can finally move forward if you stop seeing it as an anchor holding you back.

2. Seeking Approval Is a Prison: You suffer because you want everyone to like you. And that’s impossible. Much of your stress comes from trying to control something you can’t control—other people’s feelings. True freedom comes when you let go of that need to be liked by everyone, not rudely or recklessly, but in a way that allows you to live authentically.

3. All Problems Are Interpersonal Relationship Problems: Personal struggles like laziness or lack of motivation are often traced to fears of failure, rejection, or judgment. Your biggest struggles aren’t just about you—they’re about how you navigate relationships. And when you master personal relationships, you master a lot.

4. Freedom Comes from Taking Full Responsibility: It’s easy to blame circumstances, people, or luck. But, when you accept the philosophy “My life is my responsibility,” everything changes. The message isn’t that nothing affects you; you still get to decide how you respond. And in that response, you reclaim our power.

5. Happiness Is Found in Contribution, Not Recognition: True fulfillment comes when you give—not to be seen, but because it aligns with who you are. You would feel different if you stopped looking for validation and just did good for the sake of it. What if happiness isn’t about being admired but knowing you’ve lived meaningfully?

6. You Don’t Need to Be Special to Be Valuable: You grow up hearing that you need to be extraordinary—stand out, be unique, and prove your worth. But real peace comes when you stop chasing specialness and embrace who you are. What if you didn’t have to be the best, the smartest, the most talented? What if you were already enough? This idea isn’t about giving up on growth and self-development—it’s about letting go of the exhausting need to prove something constantly.

7. Have the Courage to Live for Yourself: Life is about realizing your life is yours. You’ll never be free if you spend it trying to meet other people’s expectations. You will be disliked. No matter how kind, thoughtful, or successful you are, someone will disapprove. The question is, will you live your life for them or yourself? Let go of the weight of expectations and finally breathe.