Frederik Gieschen
RT @KrisAbdelmessih: Moontower #154

🌙Ambition As An Anxiety Disorder

🌙The Benefit Of Betting Culture

🌙Takeaways from Prof @mjmauboussin

https://t.co/AEdyfPpcRt

refs:

@awilkinson
@morganhousel
@sashachapin
@NeckarValue
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Frederik Gieschen
RT @JasonShen: “We still have to do our homework … To have any shot at mastery, he had to start with humility, courage, and curiosity. And is that not beautiful?”

- @NeckarValue’s lessons on Tokyo Vice (HBO)

https://t.co/Wm26e2I6A9
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Frederik Gieschen
"I enjoyed an interview with @mjmauboussin. He is the academic that best bridges mainstream investing concepts (like stock-picking) with decision and game theory concepts. Value investing concepts married to the pari-mutuel discourse traders are used to."
https://t.co/hxckccNguK
Moontower #154

🌙Ambition As An Anxiety Disorder

🌙The Benefit Of Betting Culture

🌙Takeaways from Prof @mjmauboussin

https://t.co/AEdyfPpcRt

refs:

@awilkinson
@morganhousel
@sashachapin
@NeckarValue - Kris
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Ensemble Capital
RT @AliWolfEcon: This data is so fascinating to me when put in context with home equity, builder margins, and where the market may go from here https://t.co/pbdy5pZyRk
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MastersInvest.com
Enjoying this..

‘Jim's Mowing is a lawn care service franchise founded in 1982 by Jim Penman. In 2019, Jim’s Group is the largest home-service franchise in Australia. It has an annual turnover >$500 million, approx. 4,000 franchises & c35,000 customers.’ https://t.co/9EQ6qbGYlj
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FXHedge
ECB MAY ENDURE MODERATE RECESSION TO HALT PRICES, HOLZMANN SAYS
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Meb Faber
👇 https://t.co/0wmDwyykcl
Two things I’ve seen happen over and over in the markets; 1) young speculators who make a lot of noise over their investments eventually suffer the most pain, 2) the best investors I’ve met or read about are also the most humble investors. - Rick Ferri, CFA
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Special Situations 🌐 Research Newsletter (Jay)
Join me in my Space! https://t.co/R86fukwKqR
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Special Situations 🌐 Research Newsletter (Jay)
Over 25% of homeowners dropped prices last month: $XHB $HOV $LEN $PHM $TOL https://t.co/orsumclUaV
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Ethan Mollick
RT @emollick: Most people think their jobs are useful, only 8% of workers consider their jobs "socially useless." But there is variation:
100% useful: 👨‍🚒👮‍♀️👩‍⚕️plus librarians, social workers & clergy
Under 90% (but higher than 80%) useful: Food prep, sales, IT, economists https://t.co/0s6OZCblMJ https://t.co/gZtpt4ThPU
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Morning Brew ☕️
the life of a social media manager

https://t.co/UUWKyipwWW
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Meb Faber
It's been a while tweeps, so time for the top investment podcasts of the week!

We share this and more on @TheIdeaFarm newsletter each week, subscribe for free here: https://t.co/kG3WXJIZNo
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Richard Lewis
Fascinating to see the financials of what Charlie called, “the best deal we ever saw.” Thank you @72types ! https://t.co/5R8xZ0C3EU
Munger on Conwood:

- "The figures were just unbelievable."
- "There was virtually no [risk]. Nothing but money."
- "It was the best deal we ever saw."

What made Conwood such a great deal? Take a look below.

(Transcript from @Latticework1) https://t.co/1JGllRVYt7 - Turtle Bay
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MastersInvest.com
RT @JonErlichman: 1996:
Marvel files for bankruptcy.

2009:
Disney buys Marvel for $4 billion.

2022:
MCU box office tops $27 billion. https://t.co/HaFHPTA4gJ
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