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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Paras Chopra
It’s crazy but Jupiter shares its atmosphere with its moon Io.

The thick flume you see at its South Pole (bottom) shows this in action. https://t.co/NyLTxStWlT
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Tren Griffin
Do you know what that white boat at the dock is for? https://t.co/Mty2BZ2IUA https://t.co/WVib4tQ4ap
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Ramneek
RT @JerryCap: "A dreamy business has four characteristics. Customers love it, it can grow to very large
size, it has strong returns on capital, and it’s durable in time – with the potential to endure for decades. When you
find one of these, don’t just swipe right, get married." #NeverSell https://t.co/b2jQWuRpbP https://t.co/zq2qjNBdar
AWS's 2022 capex will be more than $30B!! https://t.co/qmAuQw2AxX - Durable Investments
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