Jitendra Chawla, CFA
Amazing answers and clarity of thought. No wonder he is one of the best (probably the best) business leaders in India today!

'Tension nahi lene ka, gyan nahi dene ka': Tata boss Chandra's life lesson to Ranveer Singh https://t.co/3kbfP0suET
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Special Situations 🌐 Research Newsletter (Jay)
Top 28 US independent oil producers generated $25.5 billion in free cash flow in the last quarter. Many have made back losses incurred over the past decade. The 28 companies lost $115B in 10 years leading up to the Covid-19 pandemic! $APA $SPE $XEC $DVN $FANG $EOG $OXY $PE $PXD https://t.co/7Fyducryep
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Special Situations 🌐 Research Newsletter (Jay)
Why do so many Twitter accounts feature men pretending to be women? Are they that desperate? This is not targeted towards anyone, but it is very confusing.
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Jim OShaughnessy
Early markets are often the least efficient, and those that engage our imaginations can be wildly speculative, as everything is judged by the "Price-to-Magic" ratio.

A promoter in '99 told me the WORST thing that could happen to Yahoo was to have REAL earnings, because... https://t.co/H4QMYuHm5m
What kind of assets are more susceptible to market frenzies?

@JohnathanBi posits that the more an asset lacks a fundamental underlying, the more likely it is to be a subject of mimesis. https://t.co/71FJHyA2mn - Infinite Loops 🎙
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Johnathan Bi
RT @InfiniteL88ps: What kind of assets are more susceptible to market frenzies?

@JohnathanBi posits that the more an asset lacks a fundamental underlying, the more likely it is to be a subject of mimesis. https://t.co/71FJHyA2mn
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Sidecar Partners
“Berkshire lengthens the reinvestment runway of its entire business by shifting capital from subsidiaries with short runways and/or low returns on capital to subsidiaries with long runways and healthy returns on capital”

@bill_esbenshade nails it re: Berkshire’s endurance. $BRK
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Paras Chopra
It’s been 8 months since I moved to Bangalore and the quality of people I come across here just keeps on impressing me.

It’s the network effect of talent in play.
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Ethan Mollick
This card trick has been analyzed in a peer-reviewed paper, and it tells us something interesting about how human attention can be manipulated.

To not ruin it, first watch the video to try the trick yourself… 1/2 https://t.co/DHsdYg8sRS
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Paras Chopra
RT @paraschopra: The reason startups with two co-founders have a higher success rate than a single founder is because two brains conversing keep each other's cognitive biases in check.
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Special Situations 🌐 Research Newsletter (Jay)
$AMZN Amazon Prime users in Europe are in for a shock as prices are set to jump by up to 43%, reflecting mounting pressure from Wall Street on new Chief Executive Andy Jassy to shore up profit as inflation rises and a downturn looms...
https://t.co/Vy9Wx8KiLJ
ICYMI: Amazon Prime users in Europe are in for a shock as prices are set to jump by up to 43%, reflecting mounting pressure from Wall Street on new Chief Executive Andy Jassy to shore up profit as inflation rises and a downturn looms https://t.co/ieGD9rURFR https://t.co/FHxRPQKjDu - Reuters
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Rihard Jarc
I sometimes wonder why we have so much rules protecting people from their own stupidity & laziness.

With it we are encouraging the wrong thing.
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Special Situations 🌐 Research Newsletter (Jay)
Set a reminder for my upcoming Space! https://t.co/1R1RL9XRo0
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Ethan Mollick
How online ratings help those who already are winning keep winning: high ratings for a product, service or shop attract more high ratings.

Anything with few reviews will have a lower average rating than it deserves. This makes it harder for newcomers to beak into the rankings. https://t.co/p7lETlGJc8
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