MastersInvest.com
“In my experience, most people who are lucky enough to sell something before it goes down get so busy patting themselves on the back they forget to buy it back.” Howard Marks
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Artisanal Permanent Capital
Argos Index Q2 2022, tracking mid-market unlisted transactions’ multiples in the Euro-area 1/3 https://t.co/hkm8M2nZuc
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MastersInvest.com
RT @JonErlichman: Predicting the future in 1953: https://t.co/A0iixOKToG
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FXHedge
BLACKROCK LOSES $1.7 TRILLION OF CLIENTS MONEY IN FIRST HALF OF 2022 #winning
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Morning Brew ☕️
my family when they see me putting more money into my Robinhood account https://t.co/mCB1mwEXLJ
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Morning Brew ☕️
they cannot run from us https://t.co/68HzLEPG3Q
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Paul Graham
One of the biggest reasons it gets harder to do new things as you get older is that new things are generally undignified at first (indeed, this is an excellent heuristic for discovering them) and the older you get, the more dignified you're expected to be.
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Internal Tech Emails
Airbnb cofounder: "I thought of a way to make a few bucks"

September 22, 2007 https://t.co/mPPTqLO04z
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Compounding Capital
$AME IRR decomposition 2005-21.

FCF growth drove 80% of returns.

Multiple expansion drove 15% of returns.

Dividends drove 5% of returns. https://t.co/bVW1QASRk5
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Sidecar Partners
The documents attached to this podcast are a treasure trove of what investors were thinking throughout $TDG history.

Fascinating to see what was both important and knowable at key points in the company’s history.

Strongly recommend… https://t.co/Sj75WBViH1
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Paul Graham
RT @aflashbak: Imperial passport of Kublai Khan. It reads:"I am the emissary of the Khan. If you defy me, you die." From 1240 AD. https://t.co/y3QQiDaeGU
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John Huber
RT @Popher: Either I'm dumber than I thought or babies are smarter than I thought.

Bayesian probability for babies... https://t.co/T9O9UzJVWT
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Paul Graham
"Last week we did $8563 in reservations, for which we took $950 in fees. Our "ramen profitable" point is $1000/week. To date we have done $140,000 in reservations (391 total)."

— Brian Chesky to an investor midway through YC
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Ensemble Capital
RT @JosephPolitano: Everybody shut up I got my meme cited in The Economist https://t.co/RLHdQj2XIk https://t.co/cZ2dRFMRf8
https://t.co/R8ohJJJT0r - Joey Politano 🏳️‍🌈
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