Offshore
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Morning Brew ☕️
Swing easy with a little help from our Nike Dri-FIT Golf Polos.
Tee time worthy tailoring made for an effortless performance. Shop now. https://t.co/8MicrXTLaU https://t.co/bph5xoCJMx
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Swing easy with a little help from our Nike Dri-FIT Golf Polos.
Tee time worthy tailoring made for an effortless performance. Shop now. https://t.co/8MicrXTLaU https://t.co/bph5xoCJMx
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Offshore
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Ethan Mollick
Our bad instincts for picking leaders:
🗣“Babble Effect:” people who talk most are most likely to be made leaders, no matter what they say or their intelligence
🤪”Fidget Effect:” people who fidget, change expressions & use non-verbal gestures are more likely to emerge as leaders https://t.co/zQJE0vSxeB
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Our bad instincts for picking leaders:
🗣“Babble Effect:” people who talk most are most likely to be made leaders, no matter what they say or their intelligence
🤪”Fidget Effect:” people who fidget, change expressions & use non-verbal gestures are more likely to emerge as leaders https://t.co/zQJE0vSxeB
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Offshore
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Morning Brew ☕️
"Take me out to the ball game" is starting to sound like a threat... https://t.co/cVYZErICzH
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"Take me out to the ball game" is starting to sound like a threat... https://t.co/cVYZErICzH
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Offshore
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Mostly Borrowed Ideas
Meta's consistency of repurchasing shares at higher prices and chickening out as prices go lower continued even in last quarter. The next "Chief Strategy Officer" did pretty well as CFO up until the last few quarters.
Fwiw Meta bought back ~9.5 Mn shares from Jul 1st- 22nd https://t.co/TWYycNXveD
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Meta's consistency of repurchasing shares at higher prices and chickening out as prices go lower continued even in last quarter. The next "Chief Strategy Officer" did pretty well as CFO up until the last few quarters.
Fwiw Meta bought back ~9.5 Mn shares from Jul 1st- 22nd https://t.co/TWYycNXveD
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Offshore
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Compounding Capital
$ODFL CFO noted on 2Q call that over past 10-15 yrs, px has exceeded cost inflation by 100-150bps.
May sound modest, but that spread has generated stunning margin expansion. https://t.co/ZNlqlOh4PS
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$ODFL CFO noted on 2Q call that over past 10-15 yrs, px has exceeded cost inflation by 100-150bps.
May sound modest, but that spread has generated stunning margin expansion. https://t.co/ZNlqlOh4PS
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Offshore
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Taylor Pearson
New Newsletter!
In this edition:
- The practical application of "Rocks, Pebbles, Sand"
- The Best Strategies For Dealing With Inflation? Factors And Trend-Following
- Ghosts of the Ostfront Series
https://t.co/FRmY5qOYVD
Sign up below:
https://t.co/QB99CWYiYI
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New Newsletter!
In this edition:
- The practical application of "Rocks, Pebbles, Sand"
- The Best Strategies For Dealing With Inflation? Factors And Trend-Following
- Ghosts of the Ostfront Series
https://t.co/FRmY5qOYVD
Sign up below:
https://t.co/QB99CWYiYI
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Ensemble Capital
RT @jdcmedlock: NBER should declare that the economy is “pretty weird” right now
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RT @jdcmedlock: NBER should declare that the economy is “pretty weird” right now
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Offshore
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Jim OShaughnessy
The Prometheans are among us, starting to rebelliously unleash their creative and innovative ideas.
The internet is the largest variance amplifier in human history--the world's gonna shake. It's never been easier to start your own fire, do it. https://t.co/keQHWMzwKj
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The Prometheans are among us, starting to rebelliously unleash their creative and innovative ideas.
The internet is the largest variance amplifier in human history--the world's gonna shake. It's never been easier to start your own fire, do it. https://t.co/keQHWMzwKj
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