Leaked Tech Memos
Offer letter from Steve Jobs, 1989. https://t.co/SUWVTcxFkx
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Sidecar Partners
RT @MilesHWood: The risk-taking model suggests that the entrepreneur's chief advantage is one of temperament—he’s braver than the rest of us are. In the predator model, the entrepreneur’s advantage is analytical—he's better at figuring out a sure thing than the rest of us
https://t.co/FilYOtnzgL
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James Wang
At least when Microsoft killed software companies in the 90s they didn’t pretend to be virtuous and looking out for their users.
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Special Situations 🌐 Research Newsletter (Jay)
$FAZE email went out to subs earlier today. Another opportunity created for August.
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Tren Griffin
What business is this?

"Net cash provided by operating activities was $30 million in the quarter, compared to $382 million in the same period in the previous year."
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Tren Griffin
Is Google's LaMDA conversational technology having a personality crisis?
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FXHedge
TESLA'S BITCOIN DUMP LEAVES ACCOUNTING MYSTERY IN ITS WAKE; REMAINING POT OF DIGITAL ASSETS AS OF JUNE 30 WAS WORTH $218M, A REDUCTION OF MORE THAN ONE BILLION DOLLARS FROM THE PREVIOUS QUARTER: BBG
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Compounding Capital
Mistake I’ve made repeatedly is not selling when I no longer like a company because want to maintain equity exposure

Leads to selling later than I should or even swapping into new company to maintain exposure

Buy and sell decisions should be independent for long only portfolio
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Rolf Degen
The political right and left are, on balance, equally susceptible to conspiracy theories. https://t.co/v6PSjWMEvl https://t.co/3lCgoUv5ut
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Paul Graham
I love talking to YC founders from way back. Some of them have been running their companies for 10 years or more, and as well as being airline-captain confident are now walking encyclopedias about some chunk of the economy.
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Saj Karsan
Measuring America's trend towards political polarization https://t.co/gkIwVm0XyV
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Rolf Degen
Beer is good for your heart. https://t.co/uoa3109hGD https://t.co/PsKb8ck2Kb
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Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $AXTA, $NFI.TO, $CCR.L and $SNCR short

$AXTA pitch:
– Industrial coating firm, currently under-earning due to auto weakness and raw material inflation.
– Earnings are set to double to $3.0/share by 2025.
– #1 or #2 in its markets.
... 👇
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Jim OShaughnessy
Two thoughts from David R. Hawkins

"Beliefs are the determinants of what one experiences. There are no external 'causes.'"

"To become more conscious is the greatest gift anyone can give to the world; moreover, in a ripple effect, the gift comes back to its source."
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Paras Chopra
I’ve noticed that whenever my mind is not fully engaged, it goes through a series of random, brief flashes of memory.

It’s almost like the brain is simulating getting distracted by the series of diverse content we see in our timelines.
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