Kai Wu
New writeup by my friend @mjmauboussin distinguishing two types of "losers":
1. GAAP Losers: Profitable cos that only appear unprofitable due to inconsistent accounting rules requiring the expensing of intangible investment
2. Real Losers: Actually unprofitable cos https://t.co/HmUzAn7p3q
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New writeup by my friend @mjmauboussin distinguishing two types of "losers":
1. GAAP Losers: Profitable cos that only appear unprofitable due to inconsistent accounting rules requiring the expensing of intangible investment
2. Real Losers: Actually unprofitable cos https://t.co/HmUzAn7p3q
Investors often like to distinguish between companies that make money (good) and those that lose money (bad). But sometimes you have to dig a little deeper to understand a business’s value creation prospects. Our latest, “Good Losses, Bad Losses.”
https://t.co/QE27fIc9F8 - Michael Mauboussintweet
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Investors often like to distinguish between companies that make money (good) and those that lose money (bad). But sometimes you have to dig a little deeper to understand a business’s value creation prospects. Our latest, “Good Losses, Bad Losses.”
https…
https…
Offshore
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Morning Brew ☕️
If you're tired of overpaying for sports tickets, this might be the startup for you. (ft. @businessbarista) https://t.co/bKK02qva53
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If you're tired of overpaying for sports tickets, this might be the startup for you. (ft. @businessbarista) https://t.co/bKK02qva53
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Traders pay most to hedge euro swings on eve of ECB since 2016 -- overnight volatility jumped to more than 25% on Wednesday
ECB meeting on Thursday could move the Euro/EU equity markets materially https://t.co/VrnqNYWbou
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Traders pay most to hedge euro swings on eve of ECB since 2016 -- overnight volatility jumped to more than 25% on Wednesday
ECB meeting on Thursday could move the Euro/EU equity markets materially https://t.co/VrnqNYWbou
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Dr. Rhonda Patrick
NEW VIDEO!
Is there a hard limit to human maximum lifespan?
There are a few differing theories. Some argue maximum lifespan is finite. Others think the human lifespan is – at least theoretically – limitless.
This episode covers the three main theories:
https://t.co/46wqKijlwv
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NEW VIDEO!
Is there a hard limit to human maximum lifespan?
There are a few differing theories. Some argue maximum lifespan is finite. Others think the human lifespan is – at least theoretically – limitless.
This episode covers the three main theories:
https://t.co/46wqKijlwv
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Paras Chopra
RT @paraschopra: It's the great irony of our world where extremely optimistic or pessimistic views get showered with attention while reasoned, balanced views get ignored as boring.
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RT @paraschopra: It's the great irony of our world where extremely optimistic or pessimistic views get showered with attention while reasoned, balanced views get ignored as boring.
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Morning Brew ☕️
Boomers prefer traditional tv, Gen Z and Millennials prefer streaming platforms.
What else is new? https://t.co/MaQvvh5LoF
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Boomers prefer traditional tv, Gen Z and Millennials prefer streaming platforms.
What else is new? https://t.co/MaQvvh5LoF
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Offshore
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Morning Brew ☕️
Ever dream about running circles around your CEO or CFO? We’ve designed Accelerators to help you do just that.
Apply by Friday for the early bird discount!
https://t.co/6ICEZKzVoA https://t.co/eTOl8AF7cV
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Ever dream about running circles around your CEO or CFO? We’ve designed Accelerators to help you do just that.
Apply by Friday for the early bird discount!
https://t.co/6ICEZKzVoA https://t.co/eTOl8AF7cV
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Dr. Rhonda Patrick
I love new videos that brush up against theory or elements that feel SciFi. They invite the best non-sequitur YouTube comments!
Who'll be the first to angrily shout at the completely unrelated notion of living on a Jovian moon while subsisting on vats of yeast?
Time will tell! https://t.co/mc411WWUym
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I love new videos that brush up against theory or elements that feel SciFi. They invite the best non-sequitur YouTube comments!
Who'll be the first to angrily shout at the completely unrelated notion of living on a Jovian moon while subsisting on vats of yeast?
Time will tell! https://t.co/mc411WWUym
NEW VIDEO!
Is there a hard limit to human maximum lifespan?
There are a few differing theories. Some argue maximum lifespan is finite. Others think the human lifespan is – at least theoretically – limitless.
This episode covers the three main theories:
https://t.co/46wqKijlwv - Dr. Rhonda Patricktweet
Offshore
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Frederik Gieschen
RT @JakeCahan: .@mjmauboussin's interview with @NeckarValue is a must read for those interested in decision-making (particularly within a group setting), characteristics of great investors, position sizing (@infoarbitrage will be interested in this), and much more!
https://t.co/RoGJvqqbvo https://t.co/0XcldyiWdX
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RT @JakeCahan: .@mjmauboussin's interview with @NeckarValue is a must read for those interested in decision-making (particularly within a group setting), characteristics of great investors, position sizing (@infoarbitrage will be interested in this), and much more!
https://t.co/RoGJvqqbvo https://t.co/0XcldyiWdX
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