Offshore
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Quiver Quantitative
JUST IN: Tulsi Gabbard has sold up to $250K of Tesla stock.
Before anyone gets any ideas: this sale was made last month as part of an ethics agreement.
She also sold her stake in Rumble, Bitcoin, Solana, Ethereum, and Cronos.
Track politicians' portfolios on Quiver. https://t.co/aw8Z9yCb3C
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JUST IN: Tulsi Gabbard has sold up to $250K of Tesla stock.
Before anyone gets any ideas: this sale was made last month as part of an ethics agreement.
She also sold her stake in Rumble, Bitcoin, Solana, Ethereum, and Cronos.
Track politicians' portfolios on Quiver. https://t.co/aw8Z9yCb3C
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Offshore
Video
The All-In Podcast
Peter Thiel on the state of college education: "far worse than I even thought ... I do think a lot of the students got ripped off."
At last year's All-In Summit, Peter Thiel broke down the dire situation for recent cohorts of college grads and argued for loan forgiveness backed by the universities and their bond holders, not just the American taxpayer.
Thiel:
"I think the universities are far worse than I even thought when I started (the Thiel Fellowship)."
"The student debt was $300B in 2000. It's basically close to $2T at this point."
"And then if you look at it by cohort, if you graduated from college in 1997, 12 years later, people still had student debt, but most of the people had sort of paid it down."
"By 2009, the median person had more student debt 12 years later than they graduated with."
"I do think a lot of the students got ripped off."
"So I think there should be some kind of broad student debt forgiveness at this point."
J-Cal:
"Who should pick up the tab?"
Thiel:
"It's not just the taxpayers. It's the universities and it's the bond holders."
"If you just make it the taxpayers, then the universities can just charge more and more every year."
Friedberg:
"There's no incentive to change."
Thiel:
"There's no incentive to reform whatsoever."
Recorded on September 9th, 2024 at the All-In Summit
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Peter Thiel on the state of college education: "far worse than I even thought ... I do think a lot of the students got ripped off."
At last year's All-In Summit, Peter Thiel broke down the dire situation for recent cohorts of college grads and argued for loan forgiveness backed by the universities and their bond holders, not just the American taxpayer.
Thiel:
"I think the universities are far worse than I even thought when I started (the Thiel Fellowship)."
"The student debt was $300B in 2000. It's basically close to $2T at this point."
"And then if you look at it by cohort, if you graduated from college in 1997, 12 years later, people still had student debt, but most of the people had sort of paid it down."
"By 2009, the median person had more student debt 12 years later than they graduated with."
"I do think a lot of the students got ripped off."
"So I think there should be some kind of broad student debt forgiveness at this point."
J-Cal:
"Who should pick up the tab?"
Thiel:
"It's not just the taxpayers. It's the universities and it's the bond holders."
"If you just make it the taxpayers, then the universities can just charge more and more every year."
Friedberg:
"There's no incentive to change."
Thiel:
"There's no incentive to reform whatsoever."
Recorded on September 9th, 2024 at the All-In Summit
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Hidden Value Gems
Are markets becoming complacent or am I just focusing on political “noise” too much ?🤔 https://t.co/YMSogmuFsq
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Are markets becoming complacent or am I just focusing on political “noise” too much ?🤔 https://t.co/YMSogmuFsq
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Hidden Value Gems
Some really interesting titles here…I wish I had more time 👇🏼
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Some really interesting titles here…I wish I had more time 👇🏼
I see my reading lists posted from time to time ..
[number of books I read in school = 1]
Here is 22,23,24 and 25... https://t.co/u8O1jS59W3 tweet
Offshore
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Hidden Value Gems
David Einhorn on the "best investment advice" he's ever received:
✅"As soon as you know that you're wrong, change your mind".
✅ The "most common mistake" is doing the "opposite of that," sticking to something "even though they know that they're wrong ... there's no shame in being wrong about something".
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David Einhorn on the "best investment advice" he's ever received:
✅"As soon as you know that you're wrong, change your mind".
✅ The "most common mistake" is doing the "opposite of that," sticking to something "even though they know that they're wrong ... there's no shame in being wrong about something".
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Investing visuals
Would you rather own $HIMS or $PLTR for the next 10 years? https://t.co/ralUNLaQrZ
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Would you rather own $HIMS or $PLTR for the next 10 years? https://t.co/ralUNLaQrZ
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iinvested
1Q'25 Baron Discovery Fund on $WING, $KRMN, $ACLX
More fund letters here:
https://t.co/NM0463QOZj https://t.co/0MXgS7SPoT
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1Q'25 Baron Discovery Fund on $WING, $KRMN, $ACLX
More fund letters here:
https://t.co/NM0463QOZj https://t.co/0MXgS7SPoT
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