Sidecar Partners
Why Sidecar?

Exceptional operators create unanticipated value.

By definition, it’s lumpy and unpredictable. So Mr. Market has trouble pricing it in.

It’s that straightforward.
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FinTwit Substacks
“Central banks went from waging a war against deflationary impulses coming from the globalization of cheap resources (labor, goods, and commodities), to “cleaning up” the inflationary impulses coming from a complex economic war.”

https://t.co/eJFgxygOQY
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M&A Focused CPA
RT @girdley: 17 weird ways people got rich

A 🧵:
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Offshore
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Tren Griffin
What business is this? https://t.co/kvX8kwBdsu
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Oddball Stocks Newsletter
RT @StocksOddball: @Ron284Ron @OurBank3 @bankinvesting https://t.co/SoUko8xfbT
@Catahoula_Value @flynn_bob Who would like to buy some shares in my fixed income closed end fund?

We launched in August 2020 and bought 30y bonds yielding 1.2%. We were able to get financing at 0% from our broker through the end of this year. Amazingly they let us leverage 10 to 1.
- Oddball Stocks Newsletter
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Offshore
GIF
Tren Griffin
Bloomberg: "Berkshire barely made a dent in its cash hoard, reporting $105.4 billion."

FT is confused:

"Berkshire also spent $1bn buying back its own shares in June, a commonly used tactic when Buffett and his investment team can find fewer appealing targets in the market." https://t.co/Pu5HGVHnId
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Offshore
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Ethan Mollick
People moving for tech jobs should pay more attention to whether a state allows non-compete agreements.

Where non-competes are enforced, there are fewer startups & high tech workers earn 5% less & have 8% fewer jobs after 8 years! A big California edge. https://t.co/6e2dYPqmVn https://t.co/jeIQcVicMs
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Offshore
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Tren Griffin
"Steve Jobs wanted us to make a visible commitment to Apple, an investment," Greg Maffei said in explaining the deal with Microsoft.
https://t.co/cyf0WwXLN4 https://t.co/QMsbcIRHas
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FXHedge
TAIWAN SAYS CHINA SIMULATING ATTACK ON MAIN ISLAND IN DRILLS: BBG
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Offshore
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Morning Brew ☕️
Watching people enjoy their weekends off on our way to work https://t.co/0qEwEipMr0
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Jitendra Chawla, CFA
RT @jvembuna: wow! https://t.co/gkjAODlqse
10 incredible free websites that will make you more intelligent (if you let them): - Alex Brogan
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Offshore
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Frederik Gieschen
"I believe our entire society is experiencing this “call to adventure” right now." @tom_morganKCP

"The way out of that stagnation is to reorient our inner compass to what artificial intelligence researcher Ken Stanley recently called 'interestingness.'"

https://t.co/8JMEoYJ7Wa
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