Jitendra Chawla, CFA
These two dialogues from the movie "Tron : Legacy" carry the two most important lessons in investing.

Jeff Bridges channeling both Buffett and Munger https://t.co/cf3gwLI6Ne
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Paras Chopra
Achieve Your Goals: The Simple Trick That Doubles Your Odds of Success https://t.co/k4eQFovqt2

Learned today about this idea of "implementation intention"
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Rolf Degen
Children can envisage things that may happen in the future before it occurs to them that things that did happen in the past could have happened differently. https://t.co/0qMnWuFqfZ https://t.co/MOdORkP8xu
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Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $SHOP, $HBI and $HLF

$SHOP pitch:
– Write-up provides an overview of the recent developments that caused shares to drop from $166 to $39.
– Moves by $AMZN are encroaching on the company’s business.
... 👇
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Rolf Degen
People infer others' political leanings from their faces alone - and are willing to discriminate against those with dissenting faces. https://t.co/iyD8Xqol2w https://t.co/btC6wLDCPC
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Jitendra Chawla, CFA
Value investing mentioned in Bhagvat Gita...😀 https://t.co/EY3F434aKA
What is like poison in the beginning and nectar in the end, that happiness is declared sāttvika, a blessing born from clarity of one’s intellect.

भागवत गीता 18.37 - Sahil Kapoor
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Jim OShaughnessy
Two thoughts from John McWhorter

“A person you excuse from any genuine challenge is a person you do not truly respect.”

“[A] mere one percent of the words in English today are not borrowed from other languages.”
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Paras Chopra
Your company’s org chart is more important than you think.

a 🧵 https://t.co/f5DU8HWbVO
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Ethan Mollick
Of all of the “dangers of AI” papers, this is most worrying: AI researchers building a tool to find new drugs to save lives realized it could do the opposite, generating new chemical warfare agents. Within 6 hours it invented deadly VX… and worse things https://t.co/PB6l5A717F https://t.co/jpwfY4AgGm
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Five Minute Macro
If you're complaining that you're not getting robust forward guidance when inflation is this high and volatile, IDK what to tell you.
Fwd guidance was a tool to amplify the effects of dovish monetary policy by squashing the forward curve, not a permanent architectural feature.
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Ethan Mollick
There has been no agreed-upon set of criteria for quickly assessing the quality of a startup concept when conducting research. This paper developed a simple four question instrument that provides a solid & reliable measure of the quality of a venture idea. https://t.co/VqN5FAoIZr https://t.co/7W1ZHOjqKW
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Bread Crumbs Research
“EA’s stock also fell 60% during his time as CEO” 🥴 https://t.co/EV0VjTvLnJ
Unity shares are down nearly 80% this year. The list of problems - overpaying for acquisitions and poor management - is similar to what happened when the company's CEO John Riccitiello ran EA. A leopard can't change its spots $U https://t.co/CgndWPKEKY https://t.co/QYhcaAXJgQ - tae kim
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M&A Focused CPA
RT @girdley: 7 of the 10 richest Americans made their billions in software.

Why software is the greatest business of all time: https://t.co/5xoE9D3Z3H
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