MastersInvest.com
‘Keyence faces no real competition. Firms that have tried to enter its market, such as Basler of Germany and Omron, a fellow Japanese company, are about a quarter as lucrative and have not competed away its margins.’ @TheEconomist

https://t.co/YA5AAH7cYv
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MastersInvest.com
‘A sustained rebound in stocks would be unwelcome for the Fed, and might well tilt it towards more hawkishness. Investors accustomed to viewing the central bank as a friendly force must instead confront the harsh reality of a Fed call.’ @TheEconomist

https://t.co/nlTiiGROqc
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MastersInvest.com
“In my experience, most people who are lucky enough to sell something before it goes down get so busy patting themselves on the back they forget to buy it back.” Howard Marks
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Artisanal Permanent Capital
Argos Index Q2 2022, tracking mid-market unlisted transactions’ multiples in the Euro-area 1/3 https://t.co/hkm8M2nZuc
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MastersInvest.com
RT @JonErlichman: Predicting the future in 1953: https://t.co/A0iixOKToG
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FXHedge
BLACKROCK LOSES $1.7 TRILLION OF CLIENTS MONEY IN FIRST HALF OF 2022 #winning
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Morning Brew ☕️
my family when they see me putting more money into my Robinhood account https://t.co/mCB1mwEXLJ
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Morning Brew ☕️
they cannot run from us https://t.co/68HzLEPG3Q
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Paul Graham
One of the biggest reasons it gets harder to do new things as you get older is that new things are generally undignified at first (indeed, this is an excellent heuristic for discovering them) and the older you get, the more dignified you're expected to be.
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Internal Tech Emails
Airbnb cofounder: "I thought of a way to make a few bucks"

September 22, 2007 https://t.co/mPPTqLO04z
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Compounding Capital
$AME IRR decomposition 2005-21.

FCF growth drove 80% of returns.

Multiple expansion drove 15% of returns.

Dividends drove 5% of returns. https://t.co/bVW1QASRk5
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Sidecar Partners
The documents attached to this podcast are a treasure trove of what investors were thinking throughout $TDG history.

Fascinating to see what was both important and knowable at key points in the company’s history.

Strongly recommend… https://t.co/Sj75WBViH1
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