Offshore
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Morning Brew ☕️
trying on the new sweatshirt your grandma knitted for you https://t.co/CGcCaRFQzJ
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trying on the new sweatshirt your grandma knitted for you https://t.co/CGcCaRFQzJ
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Frederik Gieschen
.@B3_MillerValue "Great analysts do not necessarily make great money managers. We are often asked about our investment process but almost never about how we manage our capital.
Money management is critically important to the results one will earn."
https://t.co/49WHkVv8Cv
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.@B3_MillerValue "Great analysts do not necessarily make great money managers. We are often asked about our investment process but almost never about how we manage our capital.
Money management is critically important to the results one will earn."
https://t.co/49WHkVv8Cv
"Great security analysts (great handicappers) do not necessarily make great money managers. We are often asked about our process and buy and sell disciplines (our handicapping strategies), but almost never about how we manage capital given those strategies." Bill Miller 2003 https://t.co/EqLVy8F5UP - Frederik Gieschentweet
Twitter
"Great security analysts (great handicappers) do not necessarily make great money managers. We are often asked about our process and buy and sell disciplines (our handicapping strategies), but almost never about how we manage capital given those strategies."…
Frederik Gieschen
"Much of the time we are “information hoarders,” stockpiling endless amounts of well-intentioned content that only ends up increasing our anxiety." @fortelabs
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"Much of the time we are “information hoarders,” stockpiling endless amounts of well-intentioned content that only ends up increasing our anxiety." @fortelabs
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Special Situations 🌐 Newsletter (Jay Singh III)
Shanghai is back in lockdown as variants spread...
https://t.co/C35LhVKLjN
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Shanghai is back in lockdown as variants spread...
https://t.co/C35LhVKLjN
Without exaggeration, the majority of my friends here in #Shanghai are back in lockdown. It feels like it’s all changed very quickly… - Edward Lawrencetweet
Twitter
Without exaggeration, the majority of my friends here in #Shanghai are back in lockdown. It feels like it’s all changed very quickly…
Offshore
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Morning Brew ☕️
POV: My bank account when I say the next round is on me. https://t.co/rohDctdAM7
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POV: My bank account when I say the next round is on me. https://t.co/rohDctdAM7
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Offshore
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Ethan Mollick
The millennia-long echoes of vanished roads shape our world today:
🏔️Areas near the Inca Road have greater well-being & income
🐫Areas near the old Silk Roads have higher development, trade & ethic group intermarriage
🛣️Roman roads explain economic development patterns in Europe https://t.co/9rAC7jshn3
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The millennia-long echoes of vanished roads shape our world today:
🏔️Areas near the Inca Road have greater well-being & income
🐫Areas near the old Silk Roads have higher development, trade & ethic group intermarriage
🛣️Roman roads explain economic development patterns in Europe https://t.co/9rAC7jshn3
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Frederik Gieschen
"This is the ultimate trapdoor; to become a prisoner of one's own persona. The desire for recognition lures us to be who strangers wish us to be. With personal development so arduous and lonely, there is ease and comfort in crowdsourcing your identity." @G_S_Bhogal
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"This is the ultimate trapdoor; to become a prisoner of one's own persona. The desire for recognition lures us to be who strangers wish us to be. With personal development so arduous and lonely, there is ease and comfort in crowdsourcing your identity." @G_S_Bhogal
tweet
Special Situations 🌐 Newsletter (Jay Singh III)
Spaces tomorrow at 6:00pm ET! Going to discuss upcoming earnings season, Macro, the Fed, $TWTR / Musk debacle and implications for $TSLA, $DWAC & $CFVI, along with broad discussion of special situations, strategy, and latest success with Tenneco $TEN! Interested in joining?
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Spaces tomorrow at 6:00pm ET! Going to discuss upcoming earnings season, Macro, the Fed, $TWTR / Musk debacle and implications for $TSLA, $DWAC & $CFVI, along with broad discussion of special situations, strategy, and latest success with Tenneco $TEN! Interested in joining?
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Paul Graham
One reason investors are more willing to express unconventional opinions than people running other businesses is that they don't mind alienating fools. A cookie company boycotted by fools would lose a lot of money. Whereas a VC boycotted by fools would be better off.
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One reason investors are more willing to express unconventional opinions than people running other businesses is that they don't mind alienating fools. A cookie company boycotted by fools would lose a lot of money. Whereas a VC boycotted by fools would be better off.
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Offshore
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MastersInvest.com
‘Psychologist Abraham Maslow discovered a childlike quality in people who have met an unusually high degree of their potential. Ashleigh Montagu used the term neotany (from neonate, meaning newborn) to describe geniuses such as Mozart and Einstein.’
https://t.co/HBT6ce5MWE
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‘Psychologist Abraham Maslow discovered a childlike quality in people who have met an unusually high degree of their potential. Ashleigh Montagu used the term neotany (from neonate, meaning newborn) to describe geniuses such as Mozart and Einstein.’
https://t.co/HBT6ce5MWE
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MastersInvest.com
Fundsmith letter
‘Inflation, rising rates & an increasingly likely recession have two obvious effects on equity investments; fundamental effects & valuation effects. I will try to address each of these as I review the performance of some of our holdings’
https://t.co/INPyIKXgfd
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Fundsmith letter
‘Inflation, rising rates & an increasingly likely recession have two obvious effects on equity investments; fundamental effects & valuation effects. I will try to address each of these as I review the performance of some of our holdings’
https://t.co/INPyIKXgfd
tweet