Compounding Capital
$WCN pricing power, FCF margins, and shareholder returns. https://t.co/I23NjdAteK
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FXHedge
CHINA'S XI TOLD BIDEN: ON TAIWAN ISSUE, THOSE WHO PLAY WITH FIRE WILL GET BURNED -STATE MEDIA
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Morning Brew ☕️
when you're applying for a job and they ask you to link your social https://t.co/gHAYpPTUw7
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Santangel's Review
“Nearly every time I strayed from the herd, I've made a lot of money. Wandering away from the action is the way to find the new action.” - Jim Rogers
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Morning Brew ☕️
How would you pay this bill? https://t.co/x92CS5E7dA
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Morning Brew ☕️
okay...slowly walk us through this one

(@verge) https://t.co/hfOXM2L496
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Ensemble Capital
Mortgage rates now down over 1% from their highs. https://t.co/nH061brneX https://t.co/tE79vfkDmK
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Compounding Capital
$WCN's comparator group from its annual proxy is a good list of industrial companies to research and monitor. https://t.co/abqMKr0mjM
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Jim OShaughnessy
Has anyone seen any studies comparing a person's results on the Big Five psychological profile and what type of investing style might be best for the person?

The Big 5 is said to be relatively stable across your lifetime and replicates. I took this one

https://t.co/n2DB9AkJrW
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Michael Mauboussin
Not exactly what you are asking about but in the neighborhood: "OCEAN wealth profiles: A latent profile analysis of personality traits and financial outcomes"
https://t.co/F7v95S3i5u https://t.co/0UoV7nJDEW
"I wonder if this could be helpful guidance for people choosing an investment style that fit their personality?"

🧐Anyone have links?

@brianportnoy @jasonzweigwsj @danielcrosby @mjmauboussin @morganhousel @danariely
@AnnieDuke @farnamjake1 - Jim OShaughnessy
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M&A Focused CPA
This looks sexy BUT paying a 2.8% transaction fee for an extra 60 days on credit, even without interest on the balance will equate to ~17% cost of credit.

Probably better off getting a credit line w/ a bank 🙃 https://t.co/9XsMusGwJC
Creating a NEGATIVE $ Conversion Cycle is more important than ever

I worked with @payplastiq on a playbook on how you can use your credit partners & tools like Plastiq to create working capital w/o having to source it

Please RT if valuable
Quick🧵 + Link to Playbook👇🏻 - Ron Shah
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