Rolf Degen
The desire for rough sex is more deeply rooted in curiosity and a need for novelty than in aggression. https://t.co/D2W6N0LNSc https://t.co/erJh714jQP
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MastersInvest.com
RT @morganhousel: "The first step in avoiding being taken for a ride is to recognize that you are a mark for people trying to get rich off your money."

https://t.co/JoAr1avrut
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Ethan Mollick
I have tweeted before about the complex issues of creativity versus pastiche that DALL-E raises, as well as the questions about the role of human insight in creating true art... but I also really like having it make pictures of golden retrievers in the style of famous artists. https://t.co/jtTyIvFLI1
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Ethan Mollick
RT @emollick: Sobering reminder: It took over 17 years for venture capital to recover from the dot-com crash in 2000.

Only in 2018 did VC investment exceed the amount invested in 2000, and that doesn’t take inflation into account! https://t.co/rNqRvJJMAq
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MastersInvest.com
'It doesn’t happen with apartment houses in Omaha or, you know, with McDonald’s franchises or farms or something. But it’s just astounding what can happen in the marketable securities department.' Warren Buffett
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MastersInvest.com
“We like the idea and we’ve encouraged the idea of shareholders behaving like owners. I mean, shareholders have too often behaved like sheep in this country and they got shorn, in many cases.” Warren Buffett
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MastersInvest.com
“It is far easier to tell the great baseball batters after you’ve seen a couple seasons of their batting than it is to go to a college — in college baseball teams or high school baseball teams — and pick out the superstars.” Warren Buffett
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MastersInvest.com
"If we could guess successfully a high percentage of the time where the stock market was going to go, we would do nothing but play the S&P futures market. There wouldn’t be any reason to look at businesses and stocks. So it’s just not our game." Warren Buffett
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Special Situations 🌐 Newsletter (Jay Singh III)
Investor confidence in Germany’s economy slumped to the lowest since 2011 as the country faces the growing prospect of a recession and risks mount that it’s shut off from Russian energy supplies.

*GERMANY JULY ZEW INVESTOR EXPECTATIONS -53.8; EST. -40.5 https://t.co/mUgvemOQ0D
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Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $LBRDK, $BLMN, $OCI.AS, $INPST.AS

$LBRDK pitch:
– Malone’s holding company with 26% stake in $CHTR.
– CHTR is undervalued, growing, and low-risk business.
– Unlikely to be materially impacted by fiber or fixed wireless competition.
... 👇
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Corry Wang
Guy finds an unidentified electronic in his car. Makes a long photo essay on HN dissecting whether it’s a tracking device

Turns out he could’ve saved the effort and used Google Lens - the app identifies the photo instantly (it’s a remote alarm system installed by the dealer) https://t.co/qkVPJBNHzx
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Ramneek
Had to explain a fund manager that, in most cases, FCF is lower than net income because of the difference between Capex and D&A, and that's why quality investors usually prefer sticky asset-light business models. Good guy, but he manages your money.
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GrahamAndDoddsville
Charlie Munger Personally Backs Investor Seeking to Build the Berkshire Hathaway of Australia - https://t.co/sSjxHFdfxf
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Jitendra Chawla, CFA
😱 https://t.co/fEJ02CFZnI
Jim: “I think we’re near a bottom” https://t.co/5f6FZ2aSUK - Inverse Cramer ETF (Not Jim Cramer)
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