MastersInvest.com
"We haven't succeeded because we have some great, complicated systems or magic formulas we apply or anything of the sort. What we have is just simplicity itself." Warren Buffett

https://t.co/ZIhL2UJv9i
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Paras Chopra
Who is the nicest and the smartest angel / VC you know about?
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Rolf Degen
People make on average a better impression on others than they think. https://t.co/eCQpHMSF04 https://t.co/wgEIL68eoD
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Paras Chopra
RT @0xsunil: Highly detailed and interesting interview of @paraschopra by @Intellectualins

This thread summarizes the same:
1. First companies started by Paras
2. Major learnings from initial failure
3. Getting initial customers & revenue
4. What tech should one use who's starting now
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Jim OShaughnessy
Two thoughts from David McRaney

“The More Pessimistic Your Explanatory Style, The Easier It Is To Slip Into Learned Helplessness.”

"You might be a great judge of character, but you need to be a great judge of evidence to avoid delusion."
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Ramneek
“BuFfeTt UsEd LeVeRaGe.”

Well! I was very happy with an immediate realisation I’m not Buffett. If you find it incredibly hard to beat the S&P, you will find it exponentially harder to manage leverage. Forget drawdowns; you’ll find it hard to manage leverage even during rips.
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Rolf Degen
People were extremely less likely to interfere with a theft in progress than they had hypothetically predicted. https://t.co/rfSif3ibRl https://t.co/mr6MKlDxz9
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Special Situations 🌐 Research Newsletter (Jay)
190mn drained after latest crypto hack... thx @Ryancerfus https://t.co/ejkbDKPNUV
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Special Situations 🌐 Research Newsletter (Jay)
German retail sales fell 9.8% as of June, the largest annual rate since records began in 1994, highlighting the scale of the economic collapse facing the eurozone’s largest economy. https://t.co/8fJX96rSC4
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Cundill Capital
$MANU is cheap. Chelsea just sold for $3.2B after quick sale process, broadcast rights will continue to grind higher, results on pitch can’t get worse than last year, Glazers hist. savvy sellers of stock in $18-$20 range. They might be bad owners but I’m happy to trade with them
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Special Situations 🌐 Research Newsletter (Jay)
Free economic calendar below. Importance Rank, Estimates, Fed Speakers, Macro commentary included with subscription:
https://t.co/r7f3PlxC5V https://t.co/TN7w8j43Tt
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Rolf Degen
"Research indicates that people will behave in ways that are consistent with the genes they believe they possess." https://t.co/k38kZElZ9J https://t.co/R41cgezaXa
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Mostly Borrowed Ideas
The most recent $META 10-Q had this line which never appeared before:

"We continuously evaluate our liquidity and capital resources, including our access to external capital, to ensure we can finance our future capital requirements."

What does this hint at?
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