M&A Focused CPA
Technical difficulty on this thread, but glad you guys liked it.

Other 7 points coming next week haha 🙏 https://t.co/dHMzMZKABn
Understanding Financial Accounting in the SMB world can be the difference between becoming a millionaire or going bankrupt.

DO NOT analyze financial statements without understanding these 10 principles 🧵
- M&A Focused CPA
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Daniel
Learn how Buffett, Bezos, and Munger view the world and solve problems.

Here are 5 Mental Models used by the Greatest Investors and Entrepreneurs👇🏼
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Offshore
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Paras Chopra
RT @paraschopra: Your team’s culture is defined by your behavior, not your words.

a 🧵 https://t.co/oRpCQ41BtF
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Frederik Gieschen
Buffett on buybacks in 1996:
"Charlie and I have enormous respect for the power of a really outstanding business. We recognize how scarce they are. If a management wishes to further intensify our ownership by repurchasing shares, we applaud." https://t.co/8D8MpBddea
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Morning Brew ☕️
when you have to take the office on the road https://t.co/XnwbdISmMa
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Ethan Mollick
What does winning the Grammy do to a musician’s style? After winning, their future albums become more stylistically unique.

But Grammy-nominated artists that fail to win become conformists. Their future albums sound more like everything else out there than previous records. 1/2 https://t.co/punbBtoYir
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Jim OShaughnessy
Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6) https://t.co/aReiIM7OYU via @Meb Faber Research - Stock Market and Investing Blog
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Morning Brew ☕️
what city is this? https://t.co/eADCHYnRi9
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Ethan Mollick
RT @emollick: A universal: across 110 languages, people can describe warm colors (🟡🔴) faster than cool ones (🔵🟢). Why?

We create names for what we need to talk about! Warm colors are more likely to describe objects (🐅🧍‍♂️) we want to point out, cool ones describe backgrounds (🌳🌊) 1/3 https://t.co/wTj727zwqC
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Special Situations 🌐 Research Newsletter (Jay)
1/ Jamie Dimon $JPM on economy last week:

It is a strong economy. Consumers’ balance sheets are in good shape. Businesses are equally in good shape. When you forecast, you have to think differently. What is out there? There are storm clouds. Rates, QT, oil, Ukraine, war, China.
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Paul Graham
Mistakes become very hard to fix once they're embodied in jobs. The people whose jobs they are become highly motivated advocates for the continuance of the mistake.
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Ethan Mollick
Social change happens very slowly, and then all at once, because there are tipping points in social beliefs. This paper found that when 25% of people shared a new norm, this could trigger a tipping point to change the consensus of the entire population. https://t.co/I4ZXBEpW0E https://t.co/IaPyjm70pL
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