MastersInvest.com
“People chronically mis-appraise the limits of their own knowledge; that’s one of the most basic parts of human nature.” Charlie Munger
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FXHedge
CHINESE MILITARY DRILLS BREACH TAIWAN WATERS, ENDANGER INTERNATIONAL ORDER: TAIPEI
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MastersInvest.com
RT @ProfFeynman: Remove yourself from people and places where you don’t feel valued and respected.
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Offshore
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Paras Chopra
Read my latest: “[Inverted Passion] 🛎️ Newsletter #19” https://t.co/Va7JUbO9x4
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Paras Chopra
It's remarkable how quickly the body adapts to intermittent fasting.

My last meal is typically at 7pm and the first meal the next day noon. I do not feel hungry in between.

Honestly, very (pleasantly) surprised.
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Offshore
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Artisanal Permanent Capital
RT @patrick_oshag: My conversation with Will Thorndike

Will is building @CompoundingLabs, which invests his and his partners capital, and @50Xpodcast

The common theme of our discussion is investments with very long holding periods

I love Will’s style and research

Enjoy!

https://t.co/HbdKUJuFx6 https://t.co/GJSgK5IwXo
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Offshore
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Paras Chopra
Elements of Value.

https://t.co/W2cDAymel7
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Offshore
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Bread Crumbs Research
On unhealthy cultures that lead to business failure https://t.co/GLd0ibP0bz
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Paras Chopra
We have five winners for July edition of Gaur and Chopra Escape Velocity Grants.

Check out their profiles 👇 https://t.co/mDFfT1i3E7
📅July winners of the Gaur and Chopra Escape Velocity Grants are here 👋
This July, we have 5 winners and are joined by @AabhashK and @augfrank who picked one grant winner each (because these two are awesomesauce people, that's why)
- Aakanksha Gaur
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Jim OShaughnessy
Two thoughts from John Edgar Wideman

“Do not fall asleep in your enemy's dream.”

“A great artist transforms our world, removes scales from our eyes, plugs from our ears, gloves from our fingertips and teaches us to perceive reality differently.”
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Frank Taber
$MEX.L is a micro-cap in the UK ($50m market cap).

They are the market leading Mexican food restaurant in the region with ~70 stores, looking to add 45 stores over the next 5 years.

@CirlBunt1ng covers the bull & bear case for you in this thread. https://t.co/fySTQeejKA
#MEX.L #MEX $MEX.L $MEX: Tortilla (pronounced – Tor-Tee-Uh) Mexican Grill PLC.

Founded 2007. Market Cap: £62.75m. Listed AIM: Oct 2021. Share Price: £1.625. Bull & Bear Case...
- Cirl Bunting
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MastersInvest.com
RT @honam: @mastersinvest True. Reality distortion in general is part of the human condition. We look at the world through distorted lenses. Adds to the difficulty of trying to make decisions in complex environments. Yet, some think they have it all figured out. Makes the game easier for others who don’t.
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Ramneek
RT @ddxcapital: 7/ Oracle’s churn is notoriously low despite it being inferior to open source and cloud-native alternatives. The reason is that the cost of refactoring the app layer (built with millions-of-dollars-worth of engineering time) often outweighs the ROI of using a better database.
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