Taylor Pearson
Fun little story about young Stalin.

"From each according to his ability, to each according to his needs" https://t.co/qBz0LyqaHd
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Compounding Capital
$PLD forecast for standalone and pro forma AFFO/share and DPS per S4.

3-4% annual AFFO/share accretion across forecast period.

Standalone 2022-26 AFFO/share CAGR of 12% vs. 13% pro forma.

Standalone and pro forma 2022-26 DPS CAGR of 12%. https://t.co/GLK3PCAdnn
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Sidecar Partners
RT @PermanentEquity: Boring Businesses → Companies That Care What Happens Next

https://t.co/fjbOpIuY8z https://t.co/oAtkUVbRF6
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John Huber
Such a cool moment. Dad gets to call the play by play of his son winning a world title in the 1500 https://t.co/YTojhRNa7z
Jake Wightman has become the World 1500m champion. Geoff calling his son becoming a World Champion is priceless. Helene, part of our team, filmed Dad. I sat with Mum Susan..then could not wait to give my mate a hug. Beyond proud. ❤️@JakeSWightman @WightmanGeoff @SusanWightman6 https://t.co/8I8IT6ntwb - Katharine Merry
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Ramneek
The USD touched INR80, but this is the longterm CAGR for 27 years. Similar since India’s independence in 1947! https://t.co/YddHHetpeA
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sunil shah
#TSLA SO TO EXPLAIN TO YOU LAYMEN:
the profit generated and presented did not add up to the cashflow, it was short by $214m.
This was reconciled by an item,
‘Effect of exchange rate changes on cash and cash equivalents and restricted cash’ = $214m to reduce cash at qtr end.
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Ethan Mollick
For all the worry about how “we can’t do great things anymore,” we just saw that government + industry really can. During COVID:
🚗Car manufacturers made 100k ventilators in less than 100 days
🦠Monoclonal antibodies were created in 1/3 the usual time
💉Vaccines & their rollout! https://t.co/AR7HdzYhGr
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iinvested
2Q22 Old West Capital Management on $LMT
https://t.co/crqNt57tih

More fund letters here:
https://t.co/8MCOsDToDq https://t.co/KEsBFZGcLl
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