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Special Situations 🌐 Newsletter (Jay Singh III)
https://t.co/MGySIq2Lic
$C $JPM $GS $MS $C $DB $UBS
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https://t.co/MGySIq2Lic
$C $JPM $GS $MS $C $DB $UBS
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MastersInvest.com
'I don’t look at the primary message from Graham as being anything to do with formulas. There’s three important aspects to it: one is your attitude toward the stock market, the second principle is the margin of safety, the third is just looking at stocks as businesses.' W Buffett
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'I don’t look at the primary message from Graham as being anything to do with formulas. There’s three important aspects to it: one is your attitude toward the stock market, the second principle is the margin of safety, the third is just looking at stocks as businesses.' W Buffett
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MastersInvest.com
'To the extent that the method of estimating future cash flow requires projections, I would say that projections, while they’re logically required by the circumstances, on average, do more harm than good in America.' Charlie Munger
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'To the extent that the method of estimating future cash flow requires projections, I would say that projections, while they’re logically required by the circumstances, on average, do more harm than good in America.' Charlie Munger
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Rolf Degen
The erotic appeal of the human-typical face-to-face posture during sex may related to the fact that human faces have evolved to become more “bottom-like”. https://t.co/qAtp40iXgm https://t.co/9MB6I6jZyB
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The erotic appeal of the human-typical face-to-face posture during sex may related to the fact that human faces have evolved to become more “bottom-like”. https://t.co/qAtp40iXgm https://t.co/9MB6I6jZyB
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Paul Graham
This is such a big change, historically, that I doubt we've seen all the knock-on effects. The biggest may still be in the future. If you can predict one, you could grow a big company off the energy that will be released. https://t.co/I5tdNGq6hx
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This is such a big change, historically, that I doubt we've seen all the knock-on effects. The biggest may still be in the future. If you can predict one, you could grow a big company off the energy that will be released. https://t.co/I5tdNGq6hx
Biggest permanent change due to the pandemic is remote work:
Office occupancy still down by more than 50% (!) and the return to office trend is starting to plateau https://t.co/b97OIqVJvL - Alec Stapptweet
Twitter
Biggest permanent change due to the pandemic is remote work:
Office occupancy still down by more than 50% (!) and the return to office trend is starting to plateau
Office occupancy still down by more than 50% (!) and the return to office trend is starting to plateau
Frederik Gieschen
Buffett ('94): "Beware of people that give you a lot of numbers about their businesses in terms of projections or valuations. We try to give you all of the numbers that we would use ourselves in making our own calculations of value. But then we want you to make the calculation."
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Buffett ('94): "Beware of people that give you a lot of numbers about their businesses in terms of projections or valuations. We try to give you all of the numbers that we would use ourselves in making our own calculations of value. But then we want you to make the calculation."
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Paul Graham
RT @skdh: Nuclear fuel rods aren't like coal bricks. They don't burn and are gone, they just become gradually less efficient. You can totally keep on using the ones you have and produce power with them. It's not true that we can't turn nuclear power back on.
https://t.co/g5W1HSwoPo
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RT @skdh: Nuclear fuel rods aren't like coal bricks. They don't burn and are gone, they just become gradually less efficient. You can totally keep on using the ones you have and produce power with them. It's not true that we can't turn nuclear power back on.
https://t.co/g5W1HSwoPo
I find it disturbing how nuclear advocates are using the current energy crisis in Germany 🇩🇪 to score cheap propaganda points by distorting the facts and leaving out key issues. It’s methods I’m used to from climate deniers. 1/6 https://t.co/MIOqjDdHlj - Prof. Stefan Rahmstorf 🌏🇺🇦tweet
Twitter
I find it disturbing how nuclear advocates are using the current energy crisis in Germany 🇩🇪 to score cheap propaganda points by distorting the facts and leaving out key issues. It’s methods I’m used to from climate deniers. 1/6
James (is looking for a prod role)
Biggest surprise from Europe trip – our coffee is now better than theirs.
Despite having invented espresso, the European attitude to coffee is that it should be a predictable, consistent, and inexpensive beverage. So they stopped tinkering.
Meanwhile in..
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Biggest surprise from Europe trip – our coffee is now better than theirs.
Despite having invented espresso, the European attitude to coffee is that it should be a predictable, consistent, and inexpensive beverage. So they stopped tinkering.
Meanwhile in..
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Ramneek
RT @ShortSightedCap: GQG (Rajiv Jain) seems more comfortable shifting exposures than many LO managers.
Like look at how the GQG Global Quality Equity fund shifted its top 15 holdings: https://t.co/PBCIx78BaY
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RT @ShortSightedCap: GQG (Rajiv Jain) seems more comfortable shifting exposures than many LO managers.
Like look at how the GQG Global Quality Equity fund shifted its top 15 holdings: https://t.co/PBCIx78BaY
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Twitter
GQG (Rajiv Jain) seems more comfortable shifting exposures than many LO managers.
Like look at how the GQG Global Quality Equity fund shifted its top 15 holdings:
Like look at how the GQG Global Quality Equity fund shifted its top 15 holdings:
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Paul Graham
Few things are cheerier than shelves full of good books. Book spines are like flowers in the sense that they're designed to attract your attention, and also very varied. https://t.co/4eizH8vvPP
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Few things are cheerier than shelves full of good books. Book spines are like flowers in the sense that they're designed to attract your attention, and also very varied. https://t.co/4eizH8vvPP
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