Offshore
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Morning Brew ☕️
up late thinking about the typo in your email from earlier in the day https://t.co/H6TyG6vkub
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up late thinking about the typo in your email from earlier in the day https://t.co/H6TyG6vkub
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Offshore
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Compounding Capital
Stating the obvious here, but it always amazes me how quickly and violently market sentiment shifts.
Recall all the talk about this decade being the “Roaring 20s” just a few months ago.
Now consensus view appears to be years of structurally high inflation and low growth. https://t.co/85gFUTrxrf
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Stating the obvious here, but it always amazes me how quickly and violently market sentiment shifts.
Recall all the talk about this decade being the “Roaring 20s” just a few months ago.
Now consensus view appears to be years of structurally high inflation and low growth. https://t.co/85gFUTrxrf
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Offshore
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Ethan Mollick
It took less than a year for Mendeleev to create the Periodic Table. Professor Michael Gänzle has been working on the Periodic Table of Fermented Foods for nearly a decade, organized by category, country, fermentation organism, fermentation time, and more. https://t.co/r4dQJkmCWY https://t.co/PwVxtDz33s
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It took less than a year for Mendeleev to create the Periodic Table. Professor Michael Gänzle has been working on the Periodic Table of Fermented Foods for nearly a decade, organized by category, country, fermentation organism, fermentation time, and more. https://t.co/r4dQJkmCWY https://t.co/PwVxtDz33s
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Offshore
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MastersInvest.com
S&P500 vs 'Equal-weighted basket of multi-baggers'
[Costco, Copart, Cintas, Disney, Estee Lauder, Fastenal, Home Depot, Lincoln Electric, Southwest Air, Nucor, Starbucks, Charles Schwab, Transdigm]
Multi-baggers earnt 8X+ returns of S&P500 .. yet drawdowns comparable .... https://t.co/lV3YwZWOMa
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S&P500 vs 'Equal-weighted basket of multi-baggers'
[Costco, Copart, Cintas, Disney, Estee Lauder, Fastenal, Home Depot, Lincoln Electric, Southwest Air, Nucor, Starbucks, Charles Schwab, Transdigm]
Multi-baggers earnt 8X+ returns of S&P500 .. yet drawdowns comparable .... https://t.co/lV3YwZWOMa
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Sidecar Partners
Bump https://t.co/wZ5mBkwUGL
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Bump https://t.co/wZ5mBkwUGL
1) Buy great companies well.
2) Don’t worry about the economy.
3) Hold like an owner. https://t.co/8ViQG0rmye - Sidecar Partnerstweet
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1) Buy great companies well.
2) Don’t worry about the economy.
3) Hold like an owner.
2) Don’t worry about the economy.
3) Hold like an owner.
Offshore
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MastersInvest.com
RT @chriswmayer: I agree with Howard Marks here, from his latest memo - about recession, rates and inflation:
https://t.co/9VQM3ym7To https://t.co/btENfvP6IH
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RT @chriswmayer: I agree with Howard Marks here, from his latest memo - about recession, rates and inflation:
https://t.co/9VQM3ym7To https://t.co/btENfvP6IH
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