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
tweet
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 🎙tweet
Twitter
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.
@JohnathanBi posits that the more an asset lacks a fundamental underlying, the more likely it is to be a subject of mimesis.
Offshore
Video
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
tweet
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
tweet
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
tweet
“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
tweet
Offshore
Video
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
tweet
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
tweet
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.
tweet
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.
tweet
Offshore
Photo
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
tweet
$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 - Reuterstweet
Special Situations 🌐 Research Newsletter (Jay)
Set a reminder for my upcoming Space! https://t.co/1R1RL9XRo0
tweet
Set a reminder for my upcoming Space! https://t.co/1R1RL9XRo0
tweet
Twitter
Scheduled: Earnings, Dividends, $AMC $BP $TWLO $AMD $UBER $MOS $MRNA, Fed, Shorts
Special Situations 🌐 Research Newsletter (Jay)’s space · Where live audio conversations happen
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
Meb Faber
Podcasts of the Week!
📉 @tracyalloway & @TheStalwart w/ @Jason on private markets https://t.co/5TkgZKOlKI
🏡 @Macro_Hive & @bilalhafeez123 w/ @Ivy_Zelman on the housing markets https://t.co/fbQDnNJRBZ
🛢️ @ErikSTownsend w/ @Go_Rozen on energy markets https://t.co/penevIkJI7
tweet
Podcasts of the Week!
📉 @tracyalloway & @TheStalwart w/ @Jason on private markets https://t.co/5TkgZKOlKI
🏡 @Macro_Hive & @bilalhafeez123 w/ @Ivy_Zelman on the housing markets https://t.co/fbQDnNJRBZ
🛢️ @ErikSTownsend w/ @Go_Rozen on energy markets https://t.co/penevIkJI7
tweet