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Morning Brew ☕️
Ever dream about running circles around your CEO or CFO? We’ve designed Accelerators to help you do just that.
Apply by Friday for the early bird discount!
https://t.co/6ICEZKzVoA https://t.co/eTOl8AF7cV
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Ever dream about running circles around your CEO or CFO? We’ve designed Accelerators to help you do just that.
Apply by Friday for the early bird discount!
https://t.co/6ICEZKzVoA https://t.co/eTOl8AF7cV
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Dr. Rhonda Patrick
I love new videos that brush up against theory or elements that feel SciFi. They invite the best non-sequitur YouTube comments!
Who'll be the first to angrily shout at the completely unrelated notion of living on a Jovian moon while subsisting on vats of yeast?
Time will tell! https://t.co/mc411WWUym
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I love new videos that brush up against theory or elements that feel SciFi. They invite the best non-sequitur YouTube comments!
Who'll be the first to angrily shout at the completely unrelated notion of living on a Jovian moon while subsisting on vats of yeast?
Time will tell! https://t.co/mc411WWUym
NEW VIDEO!
Is there a hard limit to human maximum lifespan?
There are a few differing theories. Some argue maximum lifespan is finite. Others think the human lifespan is – at least theoretically – limitless.
This episode covers the three main theories:
https://t.co/46wqKijlwv - Dr. Rhonda Patricktweet
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Frederik Gieschen
RT @JakeCahan: .@mjmauboussin's interview with @NeckarValue is a must read for those interested in decision-making (particularly within a group setting), characteristics of great investors, position sizing (@infoarbitrage will be interested in this), and much more!
https://t.co/RoGJvqqbvo https://t.co/0XcldyiWdX
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RT @JakeCahan: .@mjmauboussin's interview with @NeckarValue is a must read for those interested in decision-making (particularly within a group setting), characteristics of great investors, position sizing (@infoarbitrage will be interested in this), and much more!
https://t.co/RoGJvqqbvo https://t.co/0XcldyiWdX
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Special Situations 🌐 Research Newsletter (Jay)
Natural gas over the last 6 months; they don't call it the widow-maker for nothing! $UNG $BOIL $LNG https://t.co/U42w8rvTaW
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Natural gas over the last 6 months; they don't call it the widow-maker for nothing! $UNG $BOIL $LNG https://t.co/U42w8rvTaW
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Kevin G.
RIP to a legend. Dee was one of the most thoughtful business leaders and philosophers I've studied, and he's left behind a lasting legacy -- both in Visa and his writings.
https://t.co/STsge8JHRV
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RIP to a legend. Dee was one of the most thoughtful business leaders and philosophers I've studied, and he's left behind a lasting legacy -- both in Visa and his writings.
https://t.co/STsge8JHRV
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Oddball Stocks Newsletter
RT @StocksOddball: Ronbo: Your Source for Annuals https://t.co/ZRVvo5MIE9
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RT @StocksOddball: Ronbo: Your Source for Annuals https://t.co/ZRVvo5MIE9
Fast & furious today with '21 annuals. $CFST, $PONT, $DIMC, $LYBC, $WAYN, $CZBT, $CZNL all posted on https://t.co/RFQeg9JDy5 - Ronbotweet
Twitter
Fast & furious today with '21 annuals. $CFST, $PONT, $DIMC, $LYBC, $WAYN, $CZBT, $CZNL all posted on https://t.co/RFQeg9JDy5
John Huber
Great list of companies that includes the four drivers of stock price appreciation: sales growth, change in P/S multiple, change in share count, and dividends. https://t.co/0PIerx9cQu
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Great list of companies that includes the four drivers of stock price appreciation: sales growth, change in P/S multiple, change in share count, and dividends. https://t.co/0PIerx9cQu
Now that mkt valuations come down, particularly in tech, I thought it would be interesting to update the list of the best performing stocks over the past 15 yrs from today's prices
These companies survived the GFC & COVID & provided the best returns in all US/Canada stocks https://t.co/NXJDHa9Fvg https://t.co/BhcxCqYNQH - Joe Frankenfieldtweet
Twitter
Now that mkt valuations come down, particularly in tech, I thought it would be interesting to update the list of the best performing stocks over the past 15 yrs from today's prices
These companies survived the GFC & COVID & provided the best returns in all…
These companies survived the GFC & COVID & provided the best returns in all…
Mostly Borrowed Ideas
"negative free cash flow is not only fine, but desirable, in cases when the return on investment comfortably exceeds the cost of capital and the company has access to capital."
New post from @mjmauboussin and Callahan!
https://t.co/ND5VV9POGt
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"negative free cash flow is not only fine, but desirable, in cases when the return on investment comfortably exceeds the cost of capital and the company has access to capital."
New post from @mjmauboussin and Callahan!
https://t.co/ND5VV9POGt
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Morgan Stanley Investment Management
Good Losses, Bad Losses
Investors must look past simple measures of profits to understand the true ability to create value, especially with the rise of intangibles. Companies with losses but a high return on investment had attractive shareholder returns in recent decades.
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Meb Faber
Today's guests @Frank_Giustra and Ian Telfer are two of the most knowledgable operators in the gold space. (You may know them from @Goldcorp_Inc.)
Now they got the band back together & started @ArisGoldCorp.
(Fun fact: Frank also founded @Lionsgate)
https://t.co/paHzn2bngu https://t.co/tQzQNmqBOV
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Today's guests @Frank_Giustra and Ian Telfer are two of the most knowledgable operators in the gold space. (You may know them from @Goldcorp_Inc.)
Now they got the band back together & started @ArisGoldCorp.
(Fun fact: Frank also founded @Lionsgate)
https://t.co/paHzn2bngu https://t.co/tQzQNmqBOV
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