Ethan Mollick
Even when inflation gets under control, don’t expect that to improve attitudes. This paper shows consumers overestimate inflation & future inflation, especially after living through it. And they don’t notice when inflation eases off. Via @andre_spicer https://t.co/3H3aDoXUZV https://t.co/gRc7s2fbkV
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Frederik Gieschen
Buffett on concentration ('94): "We are willing to put a lot of money into a single security. We’re not going to do that unless we understand the business very well, and the nature of the business, what we’re paying for it, the people running it, lead up to virtually no risk."
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Ensemble Capital
RT @QCompounding: This quality universe of @Prof_Kalkyl is truly beautiful.

CC @long_equity @Invesquotes @GaliciaInvestor @Finding_Moats @F_Compounders @fundhunter_co @UKInvestGlobal @TSOH_Investing @YHamiltonBlog @InvestmentBook1 https://t.co/ID70HeX1QE
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Morning Brew ☕️
It's National French Fry Day, and Google Trends has hit us with this insight.

Does this mean people actually like sweet potato fries? https://t.co/HTJ1WrLgXO
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Frederik Gieschen
"Things take time to materialize in small-cap Japan. I strongly prefer a soft catalyst, long-term strength in the operating business. Even for net-nets and deep value it's difficult to build an attractive case without a solid operating business" @Fritz844
https://t.co/r9pYKxAJNg
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Frederik Gieschen
"The big tell, always, is when finance executives start giving “nuanced answers to yes and no questions.”

... asked repeatedly if the bank had lied ... Chase Vice Chairman Braunstein kept talking around the question, 'I believed it to be a true statement at the time.'" @mtaibbi
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Read Capital
Beauty market share $OR.FP $EL. Via Morningstar. https://t.co/vS7m6YB4xF
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Santangel's Review
"In the art world everybody cares about art. In the NFT world, some people care about art, but a lot of people just care about money." - Beeple
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Morning Brew ☕️
When your dream job asks what your expected salary for the role is https://t.co/8FamHCIkQA
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Mostly Borrowed Ideas
Creator marketplace at Instagram: perhaps one of the more promising announcements from $META in recent months. Incentive to build following and maximize monetization opportunities for creators within Meta's properties should be one of the top priorities for Meta. https://t.co/b3W13Dyaov
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Morning Brew ☕️
What inspired your Twitter handle?
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Read Capital
"During the first six months of the year, we've already announced 14 new acquisitions from 8 countries. We've added new verticals including Data Management, IT Service Management, and Risk Management." $CSU.TO https://t.co/hw7uEZzdGG
Volaris Group continues to keep pace with tech M&A in 2022. Read our mid-year update: https://t.co/p0OeusnHhk

#VolarisGroupUpdates #AcquisitionNews #mergersandacquisitions https://t.co/5VOEpPkWpb - Volaris Group
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