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Tren Griffin
Here's a chart you don't see every day: https://t.co/oU45PnK2QK https://t.co/FBA7hJ7Hxh
New-car prices remain at record highs, used prices are near their peak. @NoraEckert says neither are expected to decline substantially any time soon. Plus @greg_ip on "transitory" inflation in WSJ's weekend econ newsletter. https://t.co/Co4yzB6ugW https://t.co/Wcrwr6mLwo - Jeffrey Sparshott
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Paul Graham
RT @johncarlosbaez: @michael_nielsen I've slowly learned that I don't want to work on "hot topics" where I need to put a lot of time into keeping up with other people. It took a while to realize it's fine not to get involved in stuff "everyone" is excited about, but now "hotness" is like a red flag for me.
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Offshore
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Frederik Gieschen
RT @TrungTPhan: [NEW] Recorded a great podcast with music historian Ted Gioia to discuss:

◻️Hollywood vs. Silicon Valley
◻️The history of music innovation
◻️How music changes body chemistry
◻️Why entertainment culture is stagnating

Check it out: https://t.co/Xrm6Jy4kYW https://t.co/ByPx8I2rpZ
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Offshore
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Tren Griffin
People are asking what equipment is needed to catch a salmon. What you don't need is the device I am single handing in this photo that can be moved sideways by operating a joystick on the helm. Photo credit @gilbert Boat stands for: "Bust Out Another Thousand" a four letter word https://t.co/69XYnllipN https://t.co/sJiAyklONz
Baby seal about 24 inches long on my dock. Less than a day old. Smaller than some of the salmon he will eat someday. If you catch a salmon his relatives sometimes appear to purloin your catch while still on your line. Game on! https://t.co/LDzTVz6hL7 - Tren Griffin
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Offshore
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MastersInvest.com
Lou Simpson’s investment approach..
- think independently
- Invest in high return businesses run for shareholders
- Pay only a reasonable price, even for an excellent business
- invest for the long term
- do not diversify excessively

(H/t @jtkoster) https://t.co/UbJn2Gspen
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Offshore
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Tren Griffin
Wholesale transfer pricing:

"The booster-financed 'NIL Collectives' (Name, Image and Likeness) are forming at many major universities."

Seems fast to me.
https://t.co/M7vWvGFVYB
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Offshore
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Compounding Capital
Lou Simpson lays out his investment approach in his 1986 letter:

1) think independently
2) invest in high ROIC businesses
3) Pay only a reasonable price even for an excellent business
4) invest for the long-term
5) do not diversify excessively https://t.co/QKTcvqsDZa https://t.co/oJSNd34Nm5
Lou Simpson's GEICO shareholder letters.

Link: https://t.co/dTZgi9z5ht https://t.co/qVtf1HU3iC
- Turtle Bay
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Offshore
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Morning Brew ☕️
like...read the room https://t.co/j7RIQqavOd
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Offshore
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Jim OShaughnessy
"Human beings are the animal that cannot become anything without pretending to be it first."
~W.H. Auden https://t.co/d9CFWWrHRh
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FXHedge
JEFFREY EPSTEIN AIDES REPORTEDLY ACCUSED OF POCKETING $13M FROM ESTATE -NYP
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Frank Taber
Which ‘popular/controversial stock’ will have the best returns over 5 years?
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