Artisanal Permanent Capital
Reading this book by @scmallaby. A Silicon Valley history told through the prism of VCs and their most notable deals. A real page-turner. https://t.co/1T0nnLl3tx
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James (is looking for a prod role)
In a US cafe, everyone’s mind is in motion. In an European cafe, everyone’s mind is still. One is not better or worse – just different.
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Ethan Mollick
Cold calling students is a surprisingly good idea:
👉Rather than making classes awkward, it leads to higher voluntary student participation from more students, and ultimately more learning.
🙋It increases voluntary participation by women, closing the gender gap in participation. https://t.co/CBnmVXtICL
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Morning Brew ☕️
Introducing CFO Brew: News built for finance pros at all levels.

CFO Brew is aimed at helping finance professionals navigate the industry with the latest news and insights.

Sign up for the first edition here: https://t.co/A1eNydAuuI

Launch sponsored by @NetSuite https://t.co/jYivMS5hfG
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Santangel's Review
"If a business does well, the stock eventually follows." - Warren Buffett
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Meb Faber
Recent conversation...

Investor: Your fund is too expensive,

Me: It's literally the single cheapest fund in the entire category of nearly 300 public funds.

Investor: Really?

Me: Yes.

Investor: It's still too expensive.

Me: ¯\_(ツ)_/¯

(guessing @ramit will like this one.)
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Morning Brew ☕️
RT @CFOBrew: 🚨☕️ NEW BREW JUST DROPPED

Welcome to CFO Brew, the latest newsletter from @MorningBrew made for all you finance pros.

And just to be clear from the jump: No, you don’t have to be a CFO to subscribe.

Let's explain... 🧵👇

Launch sponsored by @NetSuite. https://t.co/ESZw5uawPf
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Morning Brew ☕️
Should Netflix build a theme park?

We explore whether the move might make sense strategically, and chart the growing role of IP in theme parks.

Check out the first piece in our week-long look into the extremely weird theme park industry here:
https://t.co/FdAFW4zNQy https://t.co/7sShptePtE
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Special Situations 🌐 Newsletter (Jay Singh III)
We talked about homebuilder layoffs in last night's spaces along with 2 last month, and they are now on their way... $tol $hov $phm $dhi $xhb
https://t.co/iXSu4Bxc7P
June home builder sentiment and survey results are in. Top themes: 1) A lot more new home buyers cancelling. 2) Price cuts becoming fairly common. 3) Drop in demand finally cooling construction cost pressures (builder layoffs also happening). Market commentary to follow… - Rick Palacios Jr.
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