Durable Investments
It's interesting that $NFLX or Nielson decided to not show YouTube's share of US TV viewing in this statistic.

Also $DIS properties cumulatively are a close second. https://t.co/IFXQzFPNnT
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Tren Griffin
"340 tonnes of greenhouse gases produced per tonne of edible beef, compared with just 11 tonnes of emissions per tonne of bivalve protein." https://t.co/3MO2Rswidu

Also delicious!
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Tren Griffin
Where is this waterfall? https://t.co/X0veBhzUf2
"Shellfish shells are less likely to form in an acidic environment, which compromises the future of this valuable high-protein, low-fat food source."

On a recent Saturday I gathered naturally seeded clams on a beach near this waterfall. Scenery was pretty good. https://t.co/vMnr6zS9af - Tren Griffin
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Tren Griffin
"In June, unit sales for perishable goods such as meat and produce declined 4.5% from a year ago." https://t.co/Z8pUlqs6Oo

Maybe consumer are buying more bivalves! One can hope so.
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Tren Griffin
JP Morgan borrows an investing thesis from Master Po in an early episode of Kung Fu.

"Bad data is good data." https://t.co/Kyd67dh63u
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Rolf Degen
“Where am I?” A small percentage of the population struggles with a complete lack of navigational skills. https://t.co/1TchuNK6ab https://t.co/6PSX7mE9Ey
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Compounding Capital
Eddie Lampert buying back $5B of Sears stock 2005-08 is a textbook example of how share repurchase can destroy immense value.

CEO should reinvest in the business if there’s a credible return on the investment above cost of capital or dividend out the cash if it’s a dying asset. https://t.co/Zs3DixxKEp
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Paul Graham
A really insightful (and bravely unconventional) essay by Brie Wolfson about the excitement of working hard.

https://t.co/LJvRIWNEdU
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Jitendra Chawla, CFA
Transparency and Innovation don't make you money.
Buying at the right price does!

Cathie Wood’s ARK Investment Management to close transparency ETF, ARK’s first fund closure since Wood launched her firm in 2014.

https://t.co/Gc7OpugOVW
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Artisanal Permanent Capital
Cash is up 20% YTD. Few…
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