Offshore
Photo
MastersInvest.com
RV Capital Q2 Letter..
High-Level Questions: How Am I Dealing with Drawdown? Over-exposed to long-duration cash flows? Impact of Inflation? Over-Exposed to “Tech”? the War in Ukraine? China Investable? How are our Co’s Faring?
CACC PRX FB CRM ALIF CVNA
https://t.co/KXjXPUPVSg
tweet
RV Capital Q2 Letter..
High-Level Questions: How Am I Dealing with Drawdown? Over-exposed to long-duration cash flows? Impact of Inflation? Over-Exposed to “Tech”? the War in Ukraine? China Investable? How are our Co’s Faring?
CACC PRX FB CRM ALIF CVNA
https://t.co/KXjXPUPVSg
tweet
Offshore
Photo
Jim OShaughnessy
RT @SteveStuWill: My favorite orangutan anecdote, from my book The Ape That Understood the Universe https://t.co/8BTinORo9p https://t.co/jjx1f2H9mC
tweet
RT @SteveStuWill: My favorite orangutan anecdote, from my book The Ape That Understood the Universe https://t.co/8BTinORo9p https://t.co/jjx1f2H9mC
tweet
Offshore
Photo
Meb Faber
No one read this of course. Especially our politicians. https://t.co/aikAh8h3gI
tweet
No one read this of course. Especially our politicians. https://t.co/aikAh8h3gI
Politicians, let's say you really care about solving the stock buyback issue.
Here's how you do it.
First, understand being a public company founder or CEO is hard.
It's really, really, really hard.
(Background Reading)
https://t.co/ba7fI94OBU - Meb Fabertweet
Offshore
GIF
Frederik Gieschen
Me after removing a laptop key that isn't working, having watched exactly one video that made it look so simple https://t.co/Qap0QVw8ic
tweet
Me after removing a laptop key that isn't working, having watched exactly one video that made it look so simple https://t.co/Qap0QVw8ic
tweet
Offshore
Photo
Tren Griffin
1/ Latency to GEO orbit is a speed of light issue. It's physics.
"Biggest threat right now clearly, is Starlink. We are losing some subscribers to Starlink and we have been working hard to try to come up with solutions to compete on this latency issue.” https://t.co/vyJOjn540P
tweet
1/ Latency to GEO orbit is a speed of light issue. It's physics.
"Biggest threat right now clearly, is Starlink. We are losing some subscribers to Starlink and we have been working hard to try to come up with solutions to compete on this latency issue.” https://t.co/vyJOjn540P
tweet
Special Situations 🌐 Research Newsletter (Jay)
1/ *US SENATE PASSES TAX, CLIMATE DEAL TO REVIVE BIDEN AGENDA
Includes:
-$370B for climate change, largest investment in clean energy and emissions cuts Senate has ever passed.
-Allows the federal health secretary to negotiate the prices of certain expensive drugs for Medicare
tweet
1/ *US SENATE PASSES TAX, CLIMATE DEAL TO REVIVE BIDEN AGENDA
Includes:
-$370B for climate change, largest investment in clean energy and emissions cuts Senate has ever passed.
-Allows the federal health secretary to negotiate the prices of certain expensive drugs for Medicare
tweet
Frederik Gieschen
"Venture is unbundling at the very time that rates are rising and the world is entering a recession. The last time there was stagflation, Arthur Rock and Thomas Davis were starting Davis & Rock, Apple was mostly a dream, and lava lamps were having their heyday."
tweet
"Venture is unbundling at the very time that rates are rising and the world is entering a recession. The last time there was stagflation, Arthur Rock and Thomas Davis were starting Davis & Rock, Apple was mostly a dream, and lava lamps were having their heyday."
tweet
Tren Griffin
The PE industry and their lobbyists are dancing to in the Hamptons celebrating the swap of the carried interest tax for a tax on efficient capital allocation. Where were the lobbyists for efficient capital allocation?
Ordinary citizens forage for berries in forest woodlands. https://t.co/dkpM2RTOdV
tweet
The PE industry and their lobbyists are dancing to in the Hamptons celebrating the swap of the carried interest tax for a tax on efficient capital allocation. Where were the lobbyists for efficient capital allocation?
Ordinary citizens forage for berries in forest woodlands. https://t.co/dkpM2RTOdV
2/ In an efficient economic system, you want capital to flow from industries and companies where there is less promise to create value to those industries and companies where there is more promise. Returning capital to shareholders is a means to achieve this. - Michael Mauboussintweet
Twitter
2/ In an efficient economic system, you want capital to flow from industries and companies where there is less promise to create value to those industries and companies where there is more promise. Returning capital to shareholders is a means to achieve this.
Offshore
Photo
Special Situations 🌐 Research Newsletter (Jay)
Senate bill impact on GDP (estimate) https://t.co/nF6Srznpde
tweet
Senate bill impact on GDP (estimate) https://t.co/nF6Srznpde
tweet
Offshore
Photo
Tren Griffin
The Blue Angels just dropped by at just above tree level for less than a second to express their support for my eat more bivalves and crustaceans campaign. https://t.co/k9PDfsrnEc
tweet
The Blue Angels just dropped by at just above tree level for less than a second to express their support for my eat more bivalves and crustaceans campaign. https://t.co/k9PDfsrnEc
tweet