Morning Brew ☕️
What was or will be your "Oh sh*t I made it" purchase?
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Mostly Borrowed Ideas
"A showdown between Musk and a judge might undermine Delaware corporate law more than letting him weasel out of the deal would."

After reading @matt_levine's almost remorseful update on Twitter saga, I do wonder whether Musk is inadvertently testing the limits of corporate laws. https://t.co/YMNisA2ugJ
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Ramneek
RT @JerryCap: "Extraordinary Popular Delusions and the Madness of Crowds. It may not be entirely accurate but it gets you the flavor. Good reading for those who are invested in cryptocurrencies or Gamestop" - Ed Thorp
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Daniel
Billionaire Investor Howard Marks has published Memos for over 32 years.

In my opinion, it’s a gem every investor should internalize.

Here are the key concepts you need to know👇🏼 https://t.co/ubnWJxJCjI
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Bread Crumbs Research
Carter's $cri https://t.co/JVS3FcRXRZ
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10-K Diver
1/

Get a cup of coffee.

In this thread, I'll walk you through how businesses die.

As Charlie Munger says: All I want to know is where I'm going to die, so I'll never go there.

In that spirit, we want to know how companies typically die, so we never take our portfolios there. https://t.co/KSzK4BatIt
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Morning Brew ☕️
"What did it cost?" https://t.co/2Urcw76lUB
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Greg Walsh
RT @WTCM3: reviving old monopoly thread here h/t @BluegrassCap https://t.co/hA30fCzp6n
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Frederik Gieschen
Mark Sellers's speech "So You Want To Be The Next Warren Buffett? How's Your Writing?" is a must read.

"I'm not here to teach you how to be a great investor. I'm here to tell you why very few of you can ever hope to achieve this status." https://t.co/ZepX2nf5Sb
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Kevin G.
RT @kwharrison13: An investment thesis consists of two things: (1) why is this a 'big deal?' And (2) why is a company positioned to take advantage of it.

This week I spent some time laying out what it means to find and understand what trends really are a 'big deal.'

https://t.co/59TVEXEdwE
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Bread Crumbs Research
Longevity of management is usually a characteristic that goes with a successful long-term investment and frequent change is usually reflected in a lack of continuity and/or more deep seated problems.” Marathon Asset Management
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