Offshore
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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
tweet
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
tweet
Offshore
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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
tweet
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
tweet
Offshore
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Frederik Gieschen
RT @JasonShen: “We still have to do our homework … To have any shot at mastery, he had to start with humility, courage, and curiosity. And is that not beautiful?”
- @NeckarValue’s lessons on Tokyo Vice (HBO)
https://t.co/Wm26e2I6A9
tweet
RT @JasonShen: “We still have to do our homework … To have any shot at mastery, he had to start with humility, courage, and curiosity. And is that not beautiful?”
- @NeckarValue’s lessons on Tokyo Vice (HBO)
https://t.co/Wm26e2I6A9
tweet
Offshore
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Frederik Gieschen
"I enjoyed an interview with @mjmauboussin. He is the academic that best bridges mainstream investing concepts (like stock-picking) with decision and game theory concepts. Value investing concepts married to the pari-mutuel discourse traders are used to."
https://t.co/hxckccNguK
tweet
"I enjoyed an interview with @mjmauboussin. He is the academic that best bridges mainstream investing concepts (like stock-picking) with decision and game theory concepts. Value investing concepts married to the pari-mutuel discourse traders are used to."
https://t.co/hxckccNguK
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 - Kristweet
Ensemble Capital
RT @AliWolfEcon: This data is so fascinating to me when put in context with home equity, builder margins, and where the market may go from here https://t.co/pbdy5pZyRk
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RT @AliWolfEcon: This data is so fascinating to me when put in context with home equity, builder margins, and where the market may go from here https://t.co/pbdy5pZyRk
tweet
Twitter
This data is so fascinating to me when put in context with home equity, builder margins, and where the market may go from here
Offshore
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MastersInvest.com
Enjoying this..
‘Jim's Mowing is a lawn care service franchise founded in 1982 by Jim Penman. In 2019, Jim’s Group is the largest home-service franchise in Australia. It has an annual turnover >$500 million, approx. 4,000 franchises & c35,000 customers.’ https://t.co/9EQ6qbGYlj
tweet
Enjoying this..
‘Jim's Mowing is a lawn care service franchise founded in 1982 by Jim Penman. In 2019, Jim’s Group is the largest home-service franchise in Australia. It has an annual turnover >$500 million, approx. 4,000 franchises & c35,000 customers.’ https://t.co/9EQ6qbGYlj
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Meb Faber
👇 https://t.co/0wmDwyykcl
tweet
👇 https://t.co/0wmDwyykcl
Two things I’ve seen happen over and over in the markets; 1) young speculators who make a lot of noise over their investments eventually suffer the most pain, 2) the best investors I’ve met or read about are also the most humble investors. - Rick Ferri, CFAtweet
Twitter
Two things I’ve seen happen over and over in the markets; 1) young speculators who make a lot of noise over their investments eventually suffer the most pain, 2) the best investors I’ve met or read about are also the most humble investors.
Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Over 25% of homeowners dropped prices last month: $XHB $HOV $LEN $PHM $TOL https://t.co/orsumclUaV
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Over 25% of homeowners dropped prices last month: $XHB $HOV $LEN $PHM $TOL https://t.co/orsumclUaV
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Ethan Mollick
RT @emollick: Most people think their jobs are useful, only 8% of workers consider their jobs "socially useless." But there is variation:
100% useful: 👨🚒👮♀️👩⚕️plus librarians, social workers & clergy
Under 90% (but higher than 80%) useful: Food prep, sales, IT, economists https://t.co/0s6OZCblMJ https://t.co/gZtpt4ThPU
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RT @emollick: Most people think their jobs are useful, only 8% of workers consider their jobs "socially useless." But there is variation:
100% useful: 👨🚒👮♀️👩⚕️plus librarians, social workers & clergy
Under 90% (but higher than 80%) useful: Food prep, sales, IT, economists https://t.co/0s6OZCblMJ https://t.co/gZtpt4ThPU
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Ssrn
Socially Useless Jobs
It has been claimed that many workers in modern economies think that their job is socially useless, i.e. that it makes no or a negative contribution to society.