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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Meb Faber
Was 9.1% inflation the high print for this cycle?
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Dennis Hong
A special opportunity - the person that earns this job is a lucky person. https://t.co/jw3kwIGHui
1st time in 26+ yrs posting for a job on @altosvc investment team. To increase diversity, wanted to cast a wider net. Oppt to join a small team that manages $Bs AUM on behalf of some of the largest LPs in the world focused on education and philanthropy. https://t.co/xDwyI6jznb - Ho Nam
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George
Check out https://t.co/1GnDhWiYBe for inflation adjusted total stock returns. Helpful tool to account for the recent rise in inflation.
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