Offshore
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Frederik Gieschen
Buffett on buybacks in 1996:
"Charlie and I have enormous respect for the power of a really outstanding business. We recognize how scarce they are. If a management wishes to further intensify our ownership by repurchasing shares, we applaud." https://t.co/8D8MpBddea
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Buffett on buybacks in 1996:
"Charlie and I have enormous respect for the power of a really outstanding business. We recognize how scarce they are. If a management wishes to further intensify our ownership by repurchasing shares, we applaud." https://t.co/8D8MpBddea
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Offshore
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Ethan Mollick
What does winning the Grammy do to a musician’s style? After winning, their future albums become more stylistically unique.
But Grammy-nominated artists that fail to win become conformists. Their future albums sound more like everything else out there than previous records. 1/2 https://t.co/punbBtoYir
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What does winning the Grammy do to a musician’s style? After winning, their future albums become more stylistically unique.
But Grammy-nominated artists that fail to win become conformists. Their future albums sound more like everything else out there than previous records. 1/2 https://t.co/punbBtoYir
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Offshore
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Jim OShaughnessy
Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6) https://t.co/aReiIM7OYU via @Meb Faber Research - Stock Market and Investing Blog
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Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6) https://t.co/aReiIM7OYU via @Meb Faber Research - Stock Market and Investing Blog
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Offshore
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Ethan Mollick
RT @emollick: A universal: across 110 languages, people can describe warm colors (🟡🔴) faster than cool ones (🔵🟢). Why?
We create names for what we need to talk about! Warm colors are more likely to describe objects (🐅🧍♂️) we want to point out, cool ones describe backgrounds (🌳🌊) 1/3 https://t.co/wTj727zwqC
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RT @emollick: A universal: across 110 languages, people can describe warm colors (🟡🔴) faster than cool ones (🔵🟢). Why?
We create names for what we need to talk about! Warm colors are more likely to describe objects (🐅🧍♂️) we want to point out, cool ones describe backgrounds (🌳🌊) 1/3 https://t.co/wTj727zwqC
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Special Situations 🌐 Research Newsletter (Jay)
1/ Jamie Dimon $JPM on economy last week:
It is a strong economy. Consumers’ balance sheets are in good shape. Businesses are equally in good shape. When you forecast, you have to think differently. What is out there? There are storm clouds. Rates, QT, oil, Ukraine, war, China.
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1/ Jamie Dimon $JPM on economy last week:
It is a strong economy. Consumers’ balance sheets are in good shape. Businesses are equally in good shape. When you forecast, you have to think differently. What is out there? There are storm clouds. Rates, QT, oil, Ukraine, war, China.
tweet
Offshore
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Ethan Mollick
Social change happens very slowly, and then all at once, because there are tipping points in social beliefs. This paper found that when 25% of people shared a new norm, this could trigger a tipping point to change the consensus of the entire population. https://t.co/I4ZXBEpW0E https://t.co/IaPyjm70pL
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Social change happens very slowly, and then all at once, because there are tipping points in social beliefs. This paper found that when 25% of people shared a new norm, this could trigger a tipping point to change the consensus of the entire population. https://t.co/I4ZXBEpW0E https://t.co/IaPyjm70pL
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