Shai Dardashti
The Future of Copper: Will the looming supply gap
short-circuit the energy transition (h/t @danielyergin, Project Chairman) —
https://t.co/OpnW5MU8KH
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James Wang
So utterly sick of life hustle Twitter threads
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Special Situations 🌐 Research Newsletter (Jay)
Bots have always been the least of Musk's issues $TWTR
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Ethan Mollick
Academic disciplines do a lot of gatekeeping, so academics with leas focused identities can be dinged by purists in their fields. Worse, this paper finds that (at least in Italy, the data source), high-performing boundary spanners are penalized much more than low-performing ones. https://t.co/r77mg2vT1s
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Special Situations 🌐 Research Newsletter (Jay)
Barclays Plc $BARC is buying a stake in Copper, a cryptocurrency company that counts former Chancellor Philip Hammond among its advisers, according to Sky News.
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10-K Diver
Starting NOW ... https://t.co/zGtMUQDXNy
Folks, please join me for a new Money Concepts episode tomorrow (Sun, Jul 24) at 1pm ET.

In this episode, we’ll go over the basics of Capital Allocation — ie, how businesses can:

(1) raise cash opportunistically, and
(2) deploy cash intelligently.

Link: https://t.co/9lyYvyT9jM - 10-K Diver
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Jim OShaughnessy
I've been going down multiple rabbit holes on Kris's first speculation for years--still haven't found an explanation that could be formally tested via falsification.

Fascinating subject.

Moontower #154, by @KrisAbdelmessih https://t.co/1AqtyDtrEe
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Jim OShaughnessy
Quote Tweet if neither is true. https://t.co/Ljsq9ssATb
RT if Elon is your father
Like if he slept with your girl - Ramp Capital
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Jim OShaughnessy
CAN NOT WAIT FOR @INVESTMENTSHULK'S RESPONSE TO THIS 🍿🍿 https://t.co/jXinyHZGyN
Marvel just dropped a new trailer for #SheHulk. #SDCC

Watch now: https://t.co/RWSydhL8f6 https://t.co/2HsaUTmi4H - Variety
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Tren Griffin
Mr Market has a lousy taste.

Dungeness is far batter crab. It's not even close. And yet: https://t.co/ZvHHr3ShTE
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Special Situations 🌐 Research Newsletter (Jay)
Interesting take on Putin's rule:

https://t.co/3y69NS0lln
Putin's rule is weakening. 0/ - Timothy Snyder
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Mostly Borrowed Ideas
How is Elon Musk running multiple companies at the frontier of tech yet still managing to get into complicated non-platonic relationships with colleague(s), Hollywood actors, and centi-billionaire's wife? Are we sure Musk is just one person?

Stranger than fiction indeed.
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Paras Chopra
RT @paraschopra: Pay extra attention when people with a reputation for saying intelligent things say something that sounds completely crazy.
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Morning Brew ☕️
when that one employee people never see working gets a promotion

https://t.co/CjY9WCuN2v
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Ensemble Capital
RT @AdamMGrant: Writing isn't what you do after you have an idea. It's how you develop an inkling into an insight.

Turning thoughts into words sharpens reasoning. What's fuzzy in your head is clear on the page.

"I'm not a writer" shouldn't stop you from writing. Writing is a tool for thinking. https://t.co/nqRT3gKX9l
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Jim OShaughnessy
.@SuperMugatu makes an excellent point that I've tried to build systems around to avoid doing it myself:

"There's something about stocks that just short-circuits mental processes."

Yep. https://t.co/5JClALf6Pq
“If stocks were physically tangible, people would be much better investors.” — @SuperMugatu

Here's Dan McMurtrie on why it's best to not discuss stocks publicly 🙊 https://t.co/SWU91QdE1F - Infinite Loops 🎙
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