Frederik Gieschen
Munger on concentration: "Berkshire has a substantial shareholder whose father accumulated the original position. He left a very large estate, all Berkshire and one other outstanding company.
A bank was co-trustee. The bank trust officer said you’ve got to diversify this."
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Munger on concentration: "Berkshire has a substantial shareholder whose father accumulated the original position. He left a very large estate, all Berkshire and one other outstanding company.
A bank was co-trustee. The bank trust officer said you’ve got to diversify this."
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Ethan Mollick
RT @DavidKButlerUoA: This from @emollick is the first time I have realised that cold-calling might be about asking students to participate, as opposed to answer a closed gotcha question. Why does nobody lead with this point when they talk about it? https://t.co/WQEnhz4nWd
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RT @DavidKButlerUoA: This from @emollick is the first time I have realised that cold-calling might be about asking students to participate, as opposed to answer a closed gotcha question. Why does nobody lead with this point when they talk about it? https://t.co/WQEnhz4nWd
When you cold call, you want to support, not embarrass. It need not be a quiz. You can ask open-ended questions or opinions on previous comments. The goal is to integrate the cold calls into discussion. You can also “warm call” & give people a heads-up that you’ll call them next. - Ethan Mollicktweet
Twitter
When you cold call, you want to support, not embarrass. It need not be a quiz. You can ask open-ended questions or opinions on previous comments. The goal is to integrate the cold calls into discussion. You can also “warm call” & give people a heads-up that…
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Mostly Borrowed Ideas
1/3 Interesting patent from $AMZN: "Virtual Product Placement"
tbh this is something I imagined $NFLX would do instead of giving in to the chorus of another ad-based tier as I wrote in my ROKU deep dive:
https://t.co/VNlIdLBIyD https://t.co/d3sHs5x1CD
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1/3 Interesting patent from $AMZN: "Virtual Product Placement"
tbh this is something I imagined $NFLX would do instead of giving in to the chorus of another ad-based tier as I wrote in my ROKU deep dive:
https://t.co/VNlIdLBIyD https://t.co/d3sHs5x1CD
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MastersInvest.com
RT @DavidBesterGMA: “Every decade or so, dark clouds will fill the economic skies, and they will briefly rain gold.”
- Warren Buffett
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RT @DavidBesterGMA: “Every decade or so, dark clouds will fill the economic skies, and they will briefly rain gold.”
- Warren Buffett
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Special Situations 🌐 Newsletter (Jay Singh III)
Just shared preliminary thoughts on $TWTR's rebuttal letter to Musk from Wachtell & risk/reward of $TWTR after today's sell-off in note to subs w/ 3 scenarios. Will spend more time quantifying as we get more data (earnings est. 7/22/22)
$TSLA $CFVI $DWAC
https://t.co/r7f3PlxC5V
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Just shared preliminary thoughts on $TWTR's rebuttal letter to Musk from Wachtell & risk/reward of $TWTR after today's sell-off in note to subs w/ 3 scenarios. Will spend more time quantifying as we get more data (earnings est. 7/22/22)
$TSLA $CFVI $DWAC
https://t.co/r7f3PlxC5V
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Special Situations
Plans & Pricing | Special Situations Research Newsletter
Book a 1x1 with an analyst on our team! Get access to weekly ideas / investment memos and financial models on the companies in our database, along with databases of preferred stocks, merger arb candidates, spin candidates and discounted closed end funds!…
Frederik Gieschen
RT @Brockey23: Buffett on how to invest during times of inflation:
“The best investment by far is anything that develops yourself.”
“Whatever abilities you have can’t be taken away from you; they can’t actually be inflated away from you.”
(April, 2022) #CPI #BRK https://t.co/Uq84GnGCjR
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RT @Brockey23: Buffett on how to invest during times of inflation:
“The best investment by far is anything that develops yourself.”
“Whatever abilities you have can’t be taken away from you; they can’t actually be inflated away from you.”
(April, 2022) #CPI #BRK https://t.co/Uq84GnGCjR
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Twitter
Buffett on how to invest during times of inflation:
“The best investment by far is anything that develops yourself.”
“Whatever abilities you have can’t be taken away from you; they can’t actually be inflated away from you.”
(April, 2022) #CPI #BRK
“The best investment by far is anything that develops yourself.”
“Whatever abilities you have can’t be taken away from you; they can’t actually be inflated away from you.”
(April, 2022) #CPI #BRK
MastersInvest.com
"One of the pleasant things about dealing with Warren all these years is he’s never talked about a correlation coefficient." Charlie Munger
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"One of the pleasant things about dealing with Warren all these years is he’s never talked about a correlation coefficient." Charlie Munger
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MastersInvest.com
Akre Q2...
'As Buffett wrote in the Oct 2008 NYT piece : “What is likely, however, is that the market will move higher, perhaps substantially so, well before either sentiment or the economy turns up. So if you wait for the robins, spring will be over.”
https://t.co/fyGLt1Ow65
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Akre Q2...
'As Buffett wrote in the Oct 2008 NYT piece : “What is likely, however, is that the market will move higher, perhaps substantially so, well before either sentiment or the economy turns up. So if you wait for the robins, spring will be over.”
https://t.co/fyGLt1Ow65
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Frederik Gieschen
Damn, dream team's assembling! @morganhousel @AlbertBridgeCap @InvestorAmnesia
https://t.co/lkm45DhGtQ
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Damn, dream team's assembling! @morganhousel @AlbertBridgeCap @InvestorAmnesia
https://t.co/lkm45DhGtQ
Want to hear @morganhousel & @AlbertBridgeCap discuss behavioral finance and the state of equity markets?
Register for this conversation I’m hosting next Friday!
Tune in, ask questions and join the conversation.
https://t.co/MPb7JipoKu https://t.co/jIxBGslMlc - Jamie Catherwoodtweet
Twitter
Want to hear @morganhousel & @AlbertBridgeCap discuss behavioral finance and the state of equity markets?
Register for this conversation I’m hosting next Friday!
Tune in, ask questions and join the conversation.
https://t.co/MPb7JipoKu
Register for this conversation I’m hosting next Friday!
Tune in, ask questions and join the conversation.
https://t.co/MPb7JipoKu
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MastersInvest.com
Stewart Asset Management Q2 ...
'The retrenchment we have been writing about since year-end 2021 continues in 2022 and has become an unnerving bear market. Retrenchments are an ugly stalker in all markets, but, importantly, they create opportunities.'
https://t.co/aeClhENRk1
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Stewart Asset Management Q2 ...
'The retrenchment we have been writing about since year-end 2021 continues in 2022 and has become an unnerving bear market. Retrenchments are an ugly stalker in all markets, but, importantly, they create opportunities.'
https://t.co/aeClhENRk1
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Ethan Mollick
Meta-study of over 65k founders across multiple datasets finds both IQ and emotional intelligence predict venture success but, surprisingly, the impact of emotional intelligence is TWICE as big as the impact of general mental acuity on startup outcomes. https://t.co/B4ltktELXU https://t.co/riNpeYrMFr
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Meta-study of over 65k founders across multiple datasets finds both IQ and emotional intelligence predict venture success but, surprisingly, the impact of emotional intelligence is TWICE as big as the impact of general mental acuity on startup outcomes. https://t.co/B4ltktELXU https://t.co/riNpeYrMFr
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Special Situations 🌐 Newsletter (Jay Singh III)
Is this the week where the Euro is going to fall below parity with the US dollar!? Is the strengthening of the U.S. dollar going to continue to wreak havoc on global capital markets?
Imagine if rate expectations reprice after Wed CPI, how bad this could get for EU inflation... https://t.co/lNUMUjY0Ov
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Is this the week where the Euro is going to fall below parity with the US dollar!? Is the strengthening of the U.S. dollar going to continue to wreak havoc on global capital markets?
Imagine if rate expectations reprice after Wed CPI, how bad this could get for EU inflation... https://t.co/lNUMUjY0Ov
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