Compounding Capital
I link to it in my note, but @YHamiltonBlog has a great write up of $WCN.

https://t.co/Ufwrbur1rS https://t.co/zJMxUQptEF
Interesting look at incentive structure at $WCN by @CompoundingCap1.

Also, what a quality set of comps. https://t.co/kWxdTIO7yK https://t.co/ECz7v1hh5v - YHamilton
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Jim OShaughnessy
So cool! https://t.co/N8CO0Ay6Yt
Deepmind: “today, we’re releasing predicted structures for nearly all catalogues proteins known to science” (via HN. https://t.co/8o4G1iOSzt)

https://t.co/TNpRDe4a4D https://t.co/X85yr2D3Xq - danielle 🧏🏻‍♀️
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Artisanal Permanent Capital
So now they’re also trying to change the definition of what a recession actually is…
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Ethan Mollick
Our intuitions about creativity are very different than reality. In this survey, most people didn't know:
📦Constraints increase creativity
👩‍👦Kids are not more creative than adults
🧠Group brainstorming generates less ideas than individuals working alone
https://t.co/NyckkiaQXC https://t.co/AXfbimDs8X
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Alex Brogan
RT @jspujji: My mentor is a founder who you have never heard of.

But he:
• Built a $10B company
• Acquired 12 MEGA brands
• Gets home daily by 6pm
• Built one of the most amazing cultures I've witnessed

Here are the 12 most important lessons I learned from him🧵
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Tren Griffin
"McDonnell Douglas became an assembler of sub-systems. RONA increased to about 60%. Although "profitable" by one definition, once the company had sold the DC10 there was no ongoing cash flow sufficient to do a DC11." Clayton M. Christensen https://t.co/UaqE5t1iXS
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Meb Faber
Love this story and company @costplusdrugs. Stoked to be a(minuscule) line item on the cap table!

https://t.co/iefNBzIAak
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Jim OShaughnessy
"She walks in beauty, like the night
Of cloudless climes and starry skies;
And all that’s best of dark and bright
Meet in her aspect and her eyes;"
~Lord Byron

DALL-E take on the text 👇🏻 https://t.co/VV5WZi14UX
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Tren Griffin
People guessing = forecast. Guessing is fun! https://t.co/zId5sz31cv https://t.co/0OAwHKepu3
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Jim OShaughnessy
"The very existence of flamethrowers proves that some time, somewhere, someone said to themselves, You know, I want to set those people over there on fire, but I'm just not close enough to get the job done."
~George Carlin https://t.co/s7TWdamkSs
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Sidecar Partners
One of the most astonishing facts about $TDG is after all these years, and a $50+ billion EV, there are still just 50 people at headquarters.

Regardless of industry, the mix of decentralized operations and centralized capital allocation unleashes incredible human potential. https://t.co/M1VVSkFAjf
🚨 EP 3 on TransDigm with Founder & Chairman, Nick Howley

Since $TDG's IPO in 2006, it has outperformed the S&P by 15-fold and its peers by 9-fold. In our second interview with Nick, we unpack its prolific M&A, unique special dividends, and more.

Enjoy!
https://t.co/V8WZ4uo775 - 50X Podcast
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FXHedge
HANG SENG TECH INDEX DOWN 3%
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Ramneek
I mean I hate taking personal digs on people, but I do have problem with people getting popular as “fundamental guys” when they’re momos and moreso bad momos. Do at least what you’re doing, well. Your parents didn’t nurture you to be popular on Fintwit and make no money. Idiots!
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