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Morning Brew ☕️
If you could bring back one of these snacks, which would it be? https://t.co/4RfhGpQ7RF
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If you could bring back one of these snacks, which would it be? https://t.co/4RfhGpQ7RF
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Tren Griffin
"Forty years ago, Walmart pissing off P&G would be a risky situation. Now, Walmart is much bigger than P&G,"
"Private brands often carry profit margins that are 20% to 40% higher than national brands" https://t.co/gsRugqNp5V
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"Forty years ago, Walmart pissing off P&G would be a risky situation. Now, Walmart is much bigger than P&G,"
"Private brands often carry profit margins that are 20% to 40% higher than national brands" https://t.co/gsRugqNp5V
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Jim OShaughnessy
“I am going to tell you a secret. Everything is about wanting. Everything. Things happen because of people wanting. Watch closely, and you’ll see what I mean.”
~@david_mitchell, "Ghostwritten"
https://t.co/JxDdbU1lQ1
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“I am going to tell you a secret. Everything is about wanting. Everything. Things happen because of people wanting. Watch closely, and you’ll see what I mean.”
~@david_mitchell, "Ghostwritten"
https://t.co/JxDdbU1lQ1
Author Howard Bloom thesis is that in order to improve markets, we need to understand that emotions drive them:
"Desire is the force behind every exchange, behind every bit of commerce between you and me. Behind every exchange of money. And behind every exchange of information" https://t.co/eaG9BJCr9y - Jim OShaughnessytweet
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Author Howard Bloom thesis is that in order to improve markets, we need to understand that emotions drive them:
"Desire is the force behind every exchange, behind every bit of commerce between you and me. Behind every exchange of money. And behind every…
"Desire is the force behind every exchange, behind every bit of commerce between you and me. Behind every exchange of money. And behind every…
Offshore
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MastersInvest.com
RV Capital Q2 Letter..
High-Level Questions: How Am I Dealing with Drawdown? Over-exposed to long-duration cash flows? Impact of Inflation? Over-Exposed to “Tech”? the War in Ukraine? China Investable? How are our Co’s Faring?
CACC PRX FB CRM ALIF CVNA
https://t.co/KXjXPUPVSg
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RV Capital Q2 Letter..
High-Level Questions: How Am I Dealing with Drawdown? Over-exposed to long-duration cash flows? Impact of Inflation? Over-Exposed to “Tech”? the War in Ukraine? China Investable? How are our Co’s Faring?
CACC PRX FB CRM ALIF CVNA
https://t.co/KXjXPUPVSg
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Offshore
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Jim OShaughnessy
RT @SteveStuWill: My favorite orangutan anecdote, from my book The Ape That Understood the Universe https://t.co/8BTinORo9p https://t.co/jjx1f2H9mC
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RT @SteveStuWill: My favorite orangutan anecdote, from my book The Ape That Understood the Universe https://t.co/8BTinORo9p https://t.co/jjx1f2H9mC
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Meb Faber
No one read this of course. Especially our politicians. https://t.co/aikAh8h3gI
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No one read this of course. Especially our politicians. https://t.co/aikAh8h3gI
Politicians, let's say you really care about solving the stock buyback issue.
Here's how you do it.
First, understand being a public company founder or CEO is hard.
It's really, really, really hard.
(Background Reading)
https://t.co/ba7fI94OBU - Meb Fabertweet
Offshore
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Frederik Gieschen
Me after removing a laptop key that isn't working, having watched exactly one video that made it look so simple https://t.co/Qap0QVw8ic
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Me after removing a laptop key that isn't working, having watched exactly one video that made it look so simple https://t.co/Qap0QVw8ic
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