Compounding Capital
Great thread on Egerton founder John Armitage. https://t.co/thwdUcRXMJ
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Great thread on Egerton founder John Armitage. https://t.co/thwdUcRXMJ
Thread on John Armitage, founder of Everton Capital (1/n):
30% hurdle rate https://t.co/N1MEgtO4eF - Cundill Capitaltweet
Special Situations 🌐 Research Newsletter (Jay)
One thing we screen for is co's w/ high % of net cash to mkt cap. Metric doesn't tell entire story (cash burn, other liabilities), but can be interesting place to start! Co's w/ low liquidity & high leverage underperform in bear mkts! Avoid leverage and cash burning companies!
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One thing we screen for is co's w/ high % of net cash to mkt cap. Metric doesn't tell entire story (cash burn, other liabilities), but can be interesting place to start! Co's w/ low liquidity & high leverage underperform in bear mkts! Avoid leverage and cash burning companies!
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Offshore
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Morning Brew ☕️
A 1300-lb walrus named Freya was euthanized in Oslo, Norway by authorities "based on an overall assessment of the continued threat to human safety."
The walrus had drawn crowds of spectators in recent weeks as she hopped up on boats and sunbathed on the piers of the Oslo Fjord. https://t.co/qgLFx988Zk
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A 1300-lb walrus named Freya was euthanized in Oslo, Norway by authorities "based on an overall assessment of the continued threat to human safety."
The walrus had drawn crowds of spectators in recent weeks as she hopped up on boats and sunbathed on the piers of the Oslo Fjord. https://t.co/qgLFx988Zk
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Paras Chopra
RT @paraschopra: Life advice tweet starter pack:
1. Know yourself
2. Follow your heart to find what you want to do
3. Critically think to chart a path to those goals
4. Journey matters, not destination
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RT @paraschopra: Life advice tweet starter pack:
1. Know yourself
2. Follow your heart to find what you want to do
3. Critically think to chart a path to those goals
4. Journey matters, not destination
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Offshore
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Dr. Rhonda Patrick
RT @agingdoc1: Long-term sulforaphane-treatment restores redox homeostasis and prevents cognitive decline in middleaged female and male rats, but cannot revert previous damage in old animals
https://t.co/yRrqdIould
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RT @agingdoc1: Long-term sulforaphane-treatment restores redox homeostasis and prevents cognitive decline in middleaged female and male rats, but cannot revert previous damage in old animals
https://t.co/yRrqdIould
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Largest U.S. companies by revenue for FY 2021:
$goog $258bn
$brkb $276bn
$xom $286bn
$unh $288bn
$cvs $292bn
$aapl $366bn
$amzn $470bn
$wmt $573bn
There are followers with different levels of experience/education here. https://t.co/n1386QTeBH
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Largest U.S. companies by revenue for FY 2021:
$goog $258bn
$brkb $276bn
$xom $286bn
$unh $288bn
$cvs $292bn
$aapl $366bn
$amzn $470bn
$wmt $573bn
There are followers with different levels of experience/education here. https://t.co/n1386QTeBH
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Offshore
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Ethan Mollick
At the end of their shift, doctors want to go home, so they see fewer patients, spend less time on each, & discharge them more quickly, using a lot more hospital resources by sending more to in-patient care. Overlapping shift endings with other docs helps. https://t.co/txRuNtbu2O https://t.co/0lew03l26Z
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At the end of their shift, doctors want to go home, so they see fewer patients, spend less time on each, & discharge them more quickly, using a lot more hospital resources by sending more to in-patient care. Overlapping shift endings with other docs helps. https://t.co/txRuNtbu2O https://t.co/0lew03l26Z
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Offshore
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Morning Brew ☕️
My future-self as I pull the trigger on yet another risky investment https://t.co/6SsKq7DYT9
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My future-self as I pull the trigger on yet another risky investment https://t.co/6SsKq7DYT9
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Meb Faber
Interval funds are already expensive, average is 1.36%.
This one is going to be the most expensive of all...2.75% y'all.
4.22% total annual fund cost. (I don't think they're doing a performance fee so not sure what this is...) https://t.co/hCHiNsl3Ls
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Interval funds are already expensive, average is 1.36%.
This one is going to be the most expensive of all...2.75% y'all.
4.22% total annual fund cost. (I don't think they're doing a performance fee so not sure what this is...) https://t.co/hCHiNsl3Ls
.@ARKInvest’s new interval fund, ARK Venture, will launch with the highest management fee of any interval fund around, according to data compiled by @MorningstarInc.
@double_you_ess the details: https://t.co/898sYjScL2 - Citywire Pro Buyertweet
Offshore
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James Wang
🚨 New video: The ETH Merge Thesis with Hal
@NorthRockLP and @SquishChaos. We cover:
– Why the ETH merge is the most important trade of the year
– ETH/BTC, the flippening
– LSDs (Lido, RPL, Stakewise)
Enjoy!
https://t.co/yXiN0FUiTp
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🚨 New video: The ETH Merge Thesis with Hal
@NorthRockLP and @SquishChaos. We cover:
– Why the ETH merge is the most important trade of the year
– ETH/BTC, the flippening
– LSDs (Lido, RPL, Stakewise)
Enjoy!
https://t.co/yXiN0FUiTp
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