Offshore
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iinvested
2Q22 Choice Equities Fund on $CROX, $SITE, $FARM, $OEC,
https://t.co/sp33mAdR9L

More fund letters here:
https://t.co/8MCOsDToDq https://t.co/nZgFfFdmqz
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Frederik Gieschen
Buffett's measuring stick: "If I’m look at another business I say, 'Why would I rather have this than more Coca-Cola?'"

Munger: "The best thing you have easily available is your measuring stick. If the new thing isn’t better, it hasn’t met your threshold."
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Santangel's Review
"I just try to invest whatever capital I have as best I can and take the results as they fall. I just seize whatever opportunities I can and I hope I get my share." - Charlie Munger
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
It isn't often that you trade a merger arb candidate successfully, sell at a minimal spread, and then buy back at the local lows.

Full round trip in $NLSN, up 20% again! Special Situations have been THE way to play the market this year...

https://t.co/r7f3PlxC5V https://t.co/xTmBAMO20r
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Alex Brogan
Chauffeur Knowledge

Two types of knowledge: Chaffeur and Real.

Chaffeur knowledge: People who know, but don't understand—they only give the appearance of knowing.

Real knowledge: People who have done their homework and paid their dues. They understand the meat of a subject.
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Offshore
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Morning Brew ☕️
the og crypto guys https://t.co/W2L2K9Up5b
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Rihard Jarc
The $APP $U M&A proposal is just so weird. Why would $U shareholders ever take this deal?
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Offshore
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Morning Brew ☕️
first week at a new job https://t.co/YytCchQRqW
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Offshore
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Rolf Degen
Police dramas often start with grisly scenes of murder, which elicit disgust, but this repulsive intro makes the later clearing-up of the crime more enjoyable. https://t.co/IFBi8dwztN https://t.co/VhxnhBxyhE
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Santangel's Review
“It is not necessary to do extraordinary things to get extraordinary results.” - Warren Buffett
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Offshore
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Morning Brew ☕️
Your significant other either has no debt or doesn't wear deodorant. What are you picking? (ft. @anishkmitra) https://t.co/H6zhYGih92
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Santangel's Review
“Those who keep learning, will keep rising in life.” - Charlie Munger
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Taylor Pearson
“To illustrate a principle, you must exaggerate much and you must omit much.” -Walter Bagehot
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