Mostly Borrowed Ideas
When I work on a deep dive of a company that's been around for multiple decades, I like to wonder whether I could see myself buy and hold/even smell the outsized success beforehand.

I certainly wouldn't for $ADBE if I were looking at financials in 2003. Stock is 33x since 2003 https://t.co/yq3HXQvRt7
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Special Situations 🌐 Research Newsletter (Jay)
UKRAINE’S PRESIDENT ZELENSKY IS SEEKING DIRECT TALKS WITH CHINA’S PRESIDENT XI IN ORDER TO ASSIST IN ENDING RUSSIA'S INVASION OF UKRAINE - SCMP
Thx @JLinWins
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MastersInvest.com
RT @TSOH_Investing: $AAPL shares outstanding down ~40% over the past decade https://t.co/qNEsen7fi3
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Ethan Mollick
To influence future generations, teach! https://t.co/x58jAyHgjm
Teaching makes you immortal. A student’s output is shaped by their teachers, to the degree that it influences future generation of students.

“It may often be via teaching that the greatest influence occurs, when the teacher lives on as a reverberation in the work of the student” https://t.co/a5T5pKp00w - Ethan Mollick
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Paras Chopra
A good perspective on how blindly optimizing metrics via A/B testing can backfire. https://t.co/AIbgih3bG1
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Alex Brogan
RT @isaacmwondi: 👁️ https://t.co/tugdNihNQm
10 mental concepts that will make you way smarter: - Alex Brogan
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Jim OShaughnessy
Two thoughts from Louis Menand

“Quotable quotes are coins rubbed smooth by circulation.”

“The lesson Holmes took from the war can be put in a sentence. It is that certitude leads to violence.”
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Frank Taber
Thread/ $BABA Q1 earnings

Alibaba have just released their earnings for quarter ending June FY22.

Below are some of the highlights and my first thoughts.
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Ethan Mollick
No pressure, but dogs, horses, & goats have all been proven to be able to read your facial expressions. And they prefer it when you look happy 🐶🐐🐴

Cats also can read your expressions, but it isn't that clear that they care whether you are happy (they don’t like you angry) 🐱 https://t.co/qZ6etMALo5
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Alex Brogan
RT @AndrewPetcash: Serena Williams is on pace to become the first female athlete billionaire.

Here's a visualization of how she's doing it: https://t.co/YCWkPwyC6q
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Alex Brogan
RT @KurtisHanni: When looking at your Statement of Cash Flows, ask these 7 questions:
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Rolf Degen
"People have a more negative perception of the collective future than the personal future." https://t.co/ytUa6RJ9vX https://t.co/LWzgr9Qoj5
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