Offshore
Photo
Ethan Mollick
👀This paper argues that half of venture capital investments are “predictably bad” (causing 10% losses - or $900M out of $9B in investments) because VCs put too much emphasis on founder talent, and also aren’t good at identifying who is talented (MBAs are especially undervalued). https://t.co/mUJ9EC7VJO
tweet
👀This paper argues that half of venture capital investments are “predictably bad” (causing 10% losses - or $900M out of $9B in investments) because VCs put too much emphasis on founder talent, and also aren’t good at identifying who is talented (MBAs are especially undervalued). https://t.co/mUJ9EC7VJO
tweet
Offshore
Photo
Jitendra Chawla, CFA
#todaysgoodtalk
Loved this amazing conversation between two amazing investors.
Many good takeaways on microcap investing, business, behaviour, and living a peaceful life...
Thanks @iancassel and @jposhaughnessy
https://t.co/sCAMEyV8RE
tweet
#todaysgoodtalk
Loved this amazing conversation between two amazing investors.
Many good takeaways on microcap investing, business, behaviour, and living a peaceful life...
Thanks @iancassel and @jposhaughnessy
https://t.co/sCAMEyV8RE
tweet
Michael Mauboussin
RT @bobhiler: Here's the rest. It's ironic that the Decision Making Theory and Behavioral Finance section is so light, and then he went on to write a bunch of books on those topics... https://t.co/oF2TPOpJEY
tweet
RT @bobhiler: Here's the rest. It's ironic that the Decision Making Theory and Behavioral Finance section is so light, and then he went on to write a bunch of books on those topics... https://t.co/oF2TPOpJEY
tweet
Twitter
Here's the rest. It's ironic that the Decision Making Theory and Behavioral Finance section is so light, and then he went on to write a bunch of books on those topics...
Special Situations 🌐 Newsletter (Jay Singh III)
French Finance Minister Bruno Le Maire said EU must prepare for Russian gas deliveries to be shut off entirely.
“Let’s prepare ourselves for a total cut-off of Russian gas,” Le Maire said on Sunday. “That’s the most likely scenario today.” $UNG $LNG $BOIL
tweet
French Finance Minister Bruno Le Maire said EU must prepare for Russian gas deliveries to be shut off entirely.
“Let’s prepare ourselves for a total cut-off of Russian gas,” Le Maire said on Sunday. “That’s the most likely scenario today.” $UNG $LNG $BOIL
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
Executives at Sprout mortgage laid of 600 people via video call, not taking any questions from anyone. Other smaller mortgage companies could follow as origination volumes fall precipitously. $RKT $LDI $WFC $JPM $HOMS $PFSI
https://t.co/8WC0IlljnG
tweet
Executives at Sprout mortgage laid of 600 people via video call, not taking any questions from anyone. Other smaller mortgage companies could follow as origination volumes fall precipitously. $RKT $LDI $WFC $JPM $HOMS $PFSI
https://t.co/8WC0IlljnG
tweet
Offshore
Photo
MastersInvest.com
‘You presently pay a mere $170b for everything Disney owns, including all its media properties, brands, merchandising, production capabilities, parks, TV networks and streaming services..’ Lindsell Train
https://t.co/BVqMe3wZBo
tweet
‘You presently pay a mere $170b for everything Disney owns, including all its media properties, brands, merchandising, production capabilities, parks, TV networks and streaming services..’ Lindsell Train
https://t.co/BVqMe3wZBo
tweet
Special Situations 🌐 Newsletter (Jay Singh III)
US President Joe Biden & his Chinese counterpart Xi Jinping are set to speak again in coming weeks, Secretary of State Antony Blinken said on Sunday.
Blinken spoke with Chinese Foreign Min Wang Yi yday for >5 hours to help lay the groundwork for a call between the leaders.
tweet
US President Joe Biden & his Chinese counterpart Xi Jinping are set to speak again in coming weeks, Secretary of State Antony Blinken said on Sunday.
Blinken spoke with Chinese Foreign Min Wang Yi yday for >5 hours to help lay the groundwork for a call between the leaders.
tweet
Offshore
Photo
Special Situations 🌐 Newsletter (Jay Singh III)
1/ What has caused slowdown at $NFLX, a thread!
Netflix Inc.’s co-CEO is blaming recent slowdown at streaming service on multiple factors including inflation’s impact on household budgets, decline in smart TV sales due to supply chain constraints, and its departure from Russia. https://t.co/MzpaC2Put8
tweet
1/ What has caused slowdown at $NFLX, a thread!
Netflix Inc.’s co-CEO is blaming recent slowdown at streaming service on multiple factors including inflation’s impact on household budgets, decline in smart TV sales due to supply chain constraints, and its departure from Russia. https://t.co/MzpaC2Put8
tweet
Offshore
Photo
Ethan Mollick
Acting like an innocent person makes people think you are guilty: Amateur & professional investigators assume that someone who is angry at being accused of doing something wrong is more likely to be guilty… 🤬But anger is actually the most common reaction to a false accusation! https://t.co/Pxqrz0wZQG
tweet
Acting like an innocent person makes people think you are guilty: Amateur & professional investigators assume that someone who is angry at being accused of doing something wrong is more likely to be guilty… 🤬But anger is actually the most common reaction to a false accusation! https://t.co/Pxqrz0wZQG
tweet