Frederik Gieschen
Loved talking to @mjmauboussin about becoming a better investor, studying the greats, analysts and PMs, even teaching.

"What we do is the intersection of business, people, psychology, sociology, and numbers. It's just inherently fascinating. You never have the game beat. Never."
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Saj Karsan
Carr's votes have blocked developments (including transit-oriented) that would have densified Vancouver and made us less dependent on cars. Would it be a better use of council funds to sue *her* for being a cause of climate change? https://t.co/tnJCZkqtJd
Motion to next week's @CityofVancouver council meeting from @AdrianeCarr proposes hiking taxes or diverting from existing programs to sue oil companies for climate change. Motion cites big tobacco litigation, where there was a clear cause and effect. #bcpoli #vanpoli https://t.co/4oIDhTbtUs - Bob Mackin
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Offshore
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Morning Brew ☕️
Does your dog bite?

No, worse… she judges people not subscribed to Morning Brew https://t.co/fD0ZF787EV
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Michael Mauboussin
Thanks, Frederik. I really enjoyed the discussion! https://t.co/ekbZZvnz3b
You can find the full conversation here👇

https://t.co/2ESoXo5s5d
- Frederik Gieschen
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Special Situations 🌐 Newsletter (Jay Singh III)
RT @TechnicalsOG: @JLinWins @SpecialSitsNews some of the best people to follow on twitter!
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Special Situations 🌐 Newsletter (Jay Singh III)
*THAI BAHT FALLS TO WEAKEST LEVEL VERSUS DOLLAR SINCE 2006

Nothing to see here...
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Special Situations 🌐 Newsletter (Jay Singh III)
Fed's Waller speaking at 11am ET; he is 2nd most hawkish
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Frederik Gieschen
Renaissance's model: "“There is no individual bet we explain by saying we think one stock is going to go up or another down. Every bet is a function of all the other bets, our risk profile, and what we expect to do in the near and distant future."
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Morning Brew ☕️
when you knowingly invest in an extremely volatile asset and don't lose money in the first 30 seconds

https://t.co/KSxKMjnFn3
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Morning Brew ☕️
It ain’t much, but it’s honest work https://t.co/qF2HTfUxz5
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Morning Brew ☕️
“Hard disagree”
-The Brew’s resident Zoomers

(via @BusinessInsider) https://t.co/0tgEbkD9Le
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Morning Brew ☕️
Amazon Inc. says this year’s Prime Day event was its biggest ever, but didn't report their total revenue.

The e-commerce giant did say that customers purchased more than 300 million items during the event, saving more than $1.7 billion on Prime Day deals. https://t.co/OcNWdcogKI
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Morning Brew ☕️
Manhattan apartment rents have just reached another record high.

The median for new leases signed last month was $4,050, according to appraiser Miller Samuel Inc. https://t.co/MqutAfCevD
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