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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Offshore
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Tren Griffin
"LVMH's FLG division posted sales of 9.01 billion euros in the second quarter, up by 19% versus the same period last year, reflecting the dominance of star brands Louis Vuitton and Dior, Fendi, Celine and Marc Jacobs.
"operating margin 41.4%"
41.4%!
https://t.co/LwCsSLUgBs
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"LVMH's FLG division posted sales of 9.01 billion euros in the second quarter, up by 19% versus the same period last year, reflecting the dominance of star brands Louis Vuitton and Dior, Fendi, Celine and Marc Jacobs.
"operating margin 41.4%"
41.4%!
https://t.co/LwCsSLUgBs
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Steven Kiel
Intellectual honesty is a virtue. Some were willing to die for it. https://t.co/EGSH90oixH
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Intellectual honesty is a virtue. Some were willing to die for it. https://t.co/EGSH90oixH
Aristotle would be ridiculed as a conspiracy nut... How much have things changed? https://t.co/tITscrmCLt - Jaffer Alitweet
Twitter
Aristotle would be ridiculed as a conspiracy nut... How much have things changed?
Offshore
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Jitendra Chawla, CFA
Just noticed this on my calendar! 🙂 https://t.co/q9lKhsH5nw https://t.co/M5KXs9T0iM
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Just noticed this on my calendar! 🙂 https://t.co/q9lKhsH5nw https://t.co/M5KXs9T0iM
No investment is always good or always bad irrespective of price. High quality doesn't make money if you overpay and even bad quality businesses can be huge winners provided one buys at a deep discount.
#NoteToSelf #pontifying - Jitendra Chawla, CFAtweet
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Paul Graham
A founder with knowledge of the US labor market told me that decreased immigration is now a significant drag on economic growth, as boomers leave the work force and there is no one to replace them.
https://t.co/6KotqN0hp6
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A founder with knowledge of the US labor market told me that decreased immigration is now a significant drag on economic growth, as boomers leave the work force and there is no one to replace them.
https://t.co/6KotqN0hp6
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Offshore
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Rolf Degen
Contrary to a firmly held belief, sleep is not mandatory to make fresh memories durable. https://t.co/sW1lgVcro7 https://t.co/dSns1FA8io
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Contrary to a firmly held belief, sleep is not mandatory to make fresh memories durable. https://t.co/sW1lgVcro7 https://t.co/dSns1FA8io
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MastersInvest.com
"I don’t know what BRK is selling for today and it really makes no difference. You know, it just doesn’t make any difference. What does count is where it is 10 yrs from now. I do care where it is, in general, 10 years from now, and that’s where all the focus is." W Buffett 1998
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"I don’t know what BRK is selling for today and it really makes no difference. You know, it just doesn’t make any difference. What does count is where it is 10 yrs from now. I do care where it is, in general, 10 years from now, and that’s where all the focus is." W Buffett 1998
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Offshore
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Rolf Degen
"The impact of time spent playing video games on well-being is probably too small to be subjectively noticeable and not credibly different from zero." https://t.co/673vtYrYQm https://t.co/1xhHqxb0QO
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"The impact of time spent playing video games on well-being is probably too small to be subjectively noticeable and not credibly different from zero." https://t.co/673vtYrYQm https://t.co/1xhHqxb0QO
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MastersInvest.com
RT @IAmClintMurphy: Jeff Bezos is worth 131.9 billion dollars.
He shared how he did it for 18 years in the Amazon Letters.
I read all 40,000 words, so you don't need to.
Here are 11 lessons everyone should know:
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RT @IAmClintMurphy: Jeff Bezos is worth 131.9 billion dollars.
He shared how he did it for 18 years in the Amazon Letters.
I read all 40,000 words, so you don't need to.
Here are 11 lessons everyone should know:
tweet
Special Situations 🌐 Research Newsletter (Jay)
Wuhan Locks Down 1 Million Residents in Echo of Pandemic’s Start $FXI $KWEB $BABA $JD
When are lockdowns going to end?
https://t.co/Y93xIs2OXe
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Wuhan Locks Down 1 Million Residents in Echo of Pandemic’s Start $FXI $KWEB $BABA $JD
When are lockdowns going to end?
https://t.co/Y93xIs2OXe
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Bloomberg.com
Wuhan Locks Down 1 Million Residents in Echo of Pandemic’s Start
A district on the outskirts of Wuhan has been locked down, the first time the Chinese city that saw the world’s first Covid-19 lockdown has imposed such a measure since 2020, underscoring how far the country is from post-pandemic normalcy.