James Wang
There’s so much alpha in crypto. But you have to be patient, don’t fomo, and don’t freak out.

Yet everything in crypto is designed to make you impatient, fomo, and freak out.

Therein lies the difficulty—it is both a puzzle game and a mind game. Winning requires mastering both.
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Special Situations 🌐 Research Newsletter (Jay)
We have a couple research projects to finish this Sunday for subscribers, so unfortunately spaces will be next Sunday!
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Offshore
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Saj Karsan
Bought shares of $RYAM while market was panicking a few weeks ago https://t.co/wTF2YKgZuV
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Offshore
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Morning Brew ☕️
thinking about where the weekend went https://t.co/QWkWnYwHCn
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FXHedge
IN LETTER TO KIM JONG UN, PUTIN SAYS RUSSIA AND NORTH KOREA WILL EXPAND BILATERAL RELATIONS -KCNA
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Offshore
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Ethan Mollick
The world is still full of mysteries: pea plants can sense the size of a stick before touching it AND WE DONT KNOW HOW. Maybe:
🦇Echolocation: plants seem to click & may "listen" for echoes!
👁️Basic vision using eye-like structures in leaves!
🦨Smelling the chemicals around them! https://t.co/imfAm2WPax
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Sidecar Partners
You can buy a ticket and watch Steph Curry, Lydia Ko or Rafael Nadal at their best.

Or, with the push of a button, you can buy a share of a business and participate in the success of Mark Leonard, Jeff Bezos or Lisa Su.

What an opportunity.
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MastersInvest.com
RT @FocusedCompound: Stock picking with a less than 3-year horizon is primarily a sentiment guessing game.

Stock picking with a more than 10-year horizon is primarily a business predicting game.

And stock picking with a 3-10 year time horizon is a blend of the two.
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MastersInvest.com
RT @honam: @SteadyCompound I like to say that we won’t win (beating other VCs and fund managers over long periods) because we are better investors. We will win if our companies are better. So we have to either pick well (allocate more $ in the right co’s over time) and/or help build superior businesses.
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Offshore
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Ethan Mollick
Labels used to describe results on standardized tests (Advanced, Failing) have an impact: “Receiving a positive performance label, even on low-stakes tests that carry no official consequences for students, increases the probability that urban, low-income students attend college.” https://t.co/eQSSS359Mh
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Jim OShaughnessy
For those experimenting with DALL-E, I've found the more you add, the better the output.

For example, here's just the term "love" https://t.co/fLr3yzXfD2
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FXHedge
SAUDI PRINCE MADE $500M RUSSIA BET AS UKRAINE WAR STARTED; KINGDOM HOLDING PUMPED INVESTMENT INTO GAZPROM, ROSNEFT AND LUKOIL AS WEST PUSHED FOR SANCTIONS: FT
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