Offshore
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Jitendra Chawla, CFA
“One should not sacrifice investment principles just because you cannot achieve desired returns. No one has achieved anything meaningful without undergoing periods of underperformance in their career,”
https://t.co/CkOnVEUnss
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“One should not sacrifice investment principles just because you cannot achieve desired returns. No one has achieved anything meaningful without undergoing periods of underperformance in their career,”
https://t.co/CkOnVEUnss
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Paul Graham
A developer could get around rules of this type by buying mostly prefabricated units from a separate company they controlled, and then having a very small staff onsite to assemble them.
(Like love, market rates find a way.) https://t.co/cJvKWI8j9s
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A developer could get around rules of this type by buying mostly prefabricated units from a separate company they controlled, and then having a very small staff onsite to assemble them.
(Like love, market rates find a way.) https://t.co/cJvKWI8j9s
Santa Monica, ever the innovator, is breaking new ground in the field of blocking new homes by appropriating the language of social justice. This proposed initiative would require developers to pay up to 2.7 times the prevailing wage, which is of course completely infeasible. https://t.co/tRfGaXvNQT - Shane Phillipstweet
Twitter
Santa Monica, ever the innovator, is breaking new ground in the field of blocking new homes by appropriating the language of social justice. This proposed initiative would require developers to pay up to 2.7 times the prevailing wage, which is of course completely…
Offshore
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Rolf Degen
Borderline personality disorder has become a kind of fetish diagnosis in the world of psychotherapy, but it is as intangible as a soap bubble. https://t.co/QMsRW50gfA https://t.co/7ETlyitX1J
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Borderline personality disorder has become a kind of fetish diagnosis in the world of psychotherapy, but it is as intangible as a soap bubble. https://t.co/QMsRW50gfA https://t.co/7ETlyitX1J
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Offshore
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Jitendra Chawla, CFA
So much to learn from #GOAT Prashant Jain!
We @CFASocietyIndia hosted him at Value Investing Pioneers Summit in 2019. We couldn't get permission to upload the talk (one of his best) but this QnA with @RajeevThakkar is there on @bqprime YouTube channel!
https://t.co/Z3MsnXA991
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So much to learn from #GOAT Prashant Jain!
We @CFASocietyIndia hosted him at Value Investing Pioneers Summit in 2019. We couldn't get permission to upload the talk (one of his best) but this QnA with @RajeevThakkar is there on @bqprime YouTube channel!
https://t.co/Z3MsnXA991
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Artisanal Permanent Capital
λάθε βιώσας https://t.co/ktB7wCrGt2
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λάθε βιώσας https://t.co/ktB7wCrGt2
Become a ghost. Forget attention. Just grow in private. - Mental Flow | High-Level Learningtweet
Twitter
Become a ghost. Forget attention. Just grow in private.
Rob Briner
RT @bmj_latest: "At no other time in the past 50 years have so many parts of the NHS been so close to ceasing to function effectively. The heart of the problem is the failure to recognise that the pandemic is far from over" @KamranAbbasi @HSJEditor https://t.co/ecDRJ4pzZR
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RT @bmj_latest: "At no other time in the past 50 years have so many parts of the NHS been so close to ceasing to function effectively. The heart of the problem is the failure to recognise that the pandemic is far from over" @KamranAbbasi @HSJEditor https://t.co/ecDRJ4pzZR
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The BMJ
The NHS is not living with covid, it’s dying from it
The government must be honest about the threat the pandemic still poses
Today may be the most difficult day the NHS has ever experienced. The headlines will focus on the pressures created by the heatwave and that most visible sign of healthcare failure—ambulances…
Today may be the most difficult day the NHS has ever experienced. The headlines will focus on the pressures created by the heatwave and that most visible sign of healthcare failure—ambulances…
Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Russia strikes Odesa after "grain deal". Putin’s invasion of Ukraine has reached the five-month mark. Outrage was swift after Moscow struck Odesa’s seaport on Saturday, less than 24 hours after signing an agreement to guarantee the safe transit of Ukrainian grain exports. $WEAT https://t.co/GIhqftVTap
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Russia strikes Odesa after "grain deal". Putin’s invasion of Ukraine has reached the five-month mark. Outrage was swift after Moscow struck Odesa’s seaport on Saturday, less than 24 hours after signing an agreement to guarantee the safe transit of Ukrainian grain exports. $WEAT https://t.co/GIhqftVTap
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Special Situations 🌐 Research Newsletter (Jay)
$GOOG trying to distract us before earnings on 7/26/22:
Google has fired a software engineer who worked on the company’s artificial intelligence development team over his public contention that he had conversations with a bot that had become “sentient.”
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$GOOG trying to distract us before earnings on 7/26/22:
Google has fired a software engineer who worked on the company’s artificial intelligence development team over his public contention that he had conversations with a bot that had become “sentient.”
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
New GARP Monopoly, FCF grower added to the SSR Model Shop, Safran SA $SAFRY. Model and memo available free to subscribers!
EU Aerospace Monopoly SOTP model includes valuation, historical financials, projections, comps, and sensitivity analysis $BA $EADSY
https://t.co/jCdoeVrWpR
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New GARP Monopoly, FCF grower added to the SSR Model Shop, Safran SA $SAFRY. Model and memo available free to subscribers!
EU Aerospace Monopoly SOTP model includes valuation, historical financials, projections, comps, and sensitivity analysis $BA $EADSY
https://t.co/jCdoeVrWpR
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Most important earnings and macro week of the quarter coming up! https://t.co/7a8U0Rc4hP
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Most important earnings and macro week of the quarter coming up! https://t.co/7a8U0Rc4hP
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