Ensemble Capital
RT @AdamMGrant: Writing isn't what you do after you have an idea. It's how you develop an inkling into an insight.

Turning thoughts into words sharpens reasoning. What's fuzzy in your head is clear on the page.

"I'm not a writer" shouldn't stop you from writing. Writing is a tool for thinking. https://t.co/nqRT3gKX9l
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Jim OShaughnessy
.@SuperMugatu makes an excellent point that I've tried to build systems around to avoid doing it myself:

"There's something about stocks that just short-circuits mental processes."

Yep. https://t.co/5JClALf6Pq
“If stocks were physically tangible, people would be much better investors.” — @SuperMugatu

Here's Dan McMurtrie on why it's best to not discuss stocks publicly 🙊 https://t.co/SWU91QdE1F - Infinite Loops 🎙
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Ethan Mollick
A reason to default to kindness: negative stuff far outweighs good stuff in our minds. Think twice before being casually mean on Twitter (or in reviews, or anywhere online), most people are far more bothered by a bad comment than cheered by a good one. https://t.co/xXgtvwTIEy
The classic article arguing bad outweighs good: "Many good events can overcome the psychological effects of a single bad one. When equal measures of good and bad are present, however, the psychological effects of bad ones outweigh those of the good ones." https://t.co/LAB5zADaf3 https://t.co/GoHYmJYfLj - Ethan Mollick
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Paul Graham
Startups usually take a while (often a year or two) to figure out exactly what their business is. The biggest preventable cause of failure is spending too much money, by hiring too many people, during this period.
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Paul Graham
Living in the English countryside has raised my standards for scenery but lowered them for food. So Silicon Valley seems extraordinarily ugly but the food in practically any restaurant seems amazing.
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James Wang
Those who say that you can do anything if you put your mind to it have not tried many things have they?
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Paul Graham
RT @JonErlichman: A profile of math scholar Sergey Brin: https://t.co/hqgpYOfx1l
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Cundill Capital
RT @heartof_thesea: My attempt at studying and breaking down why $HD had such negative outlier stock performance during the 2001-2005 US Housing Boom:

D.R. HORTON: 45% CAGR
NVR: 39% CAGR
SHERWIN WILLIAMS: 16% CAGR
POOL CORP: 32% CAGR
LOWES: 20% CAGR
HOME DEPOT: 0% CAGR

https://t.co/A9xiy4YnGm
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Ensemble Capital
RT @ShortSightedCap: A story in 2 acts: 2021 vs 2022 https://t.co/appHfr7x8V
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Frederik Gieschen
RT @KrisAbdelmessih: Moontower #154

🌙Ambition As An Anxiety Disorder

🌙The Benefit Of Betting Culture

🌙Takeaways from Prof @mjmauboussin

https://t.co/AEdyfPpcRt

refs:

@awilkinson
@morganhousel
@sashachapin
@NeckarValue
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