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
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"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
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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
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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
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👇 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.
Meb Faber
It's been a while tweeps, so time for the top investment podcasts of the week!
We share this and more on @TheIdeaFarm newsletter each week, subscribe for free here: https://t.co/kG3WXJIZNo
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It's been a while tweeps, so time for the top investment podcasts of the week!
We share this and more on @TheIdeaFarm newsletter each week, subscribe for free here: https://t.co/kG3WXJIZNo
tweet
Twitter
It's been a while tweeps, so time for the top investment podcasts of the week!
We share this and more on @TheIdeaFarm newsletter each week, subscribe for free here: https://t.co/kG3WXJIZNo
We share this and more on @TheIdeaFarm newsletter each week, subscribe for free here: https://t.co/kG3WXJIZNo
Richard Lewis
Fascinating to see the financials of what Charlie called, “the best deal we ever saw.” Thank you @72types ! https://t.co/5R8xZ0C3EU
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Fascinating to see the financials of what Charlie called, “the best deal we ever saw.” Thank you @72types ! https://t.co/5R8xZ0C3EU
Munger on Conwood:
- "The figures were just unbelievable."
- "There was virtually no [risk]. Nothing but money."
- "It was the best deal we ever saw."
What made Conwood such a great deal? Take a look below.
(Transcript from @Latticework1) https://t.co/1JGllRVYt7 - Turtle Baytweet
Twitter
Munger on Conwood:
- "The figures were just unbelievable."
- "There was virtually no [risk]. Nothing but money."
- "It was the best deal we ever saw."
What made Conwood such a great deal? Take a look below.
(Transcript from @Latticework1)
- "The figures were just unbelievable."
- "There was virtually no [risk]. Nothing but money."
- "It was the best deal we ever saw."
What made Conwood such a great deal? Take a look below.
(Transcript from @Latticework1)
MastersInvest.com
RT @JonErlichman: 1996:
Marvel files for bankruptcy.
2009:
Disney buys Marvel for $4 billion.
2022:
MCU box office tops $27 billion. https://t.co/HaFHPTA4gJ
tweet
RT @JonErlichman: 1996:
Marvel files for bankruptcy.
2009:
Disney buys Marvel for $4 billion.
2022:
MCU box office tops $27 billion. https://t.co/HaFHPTA4gJ
tweet
Twitter
RT @JonErlichman: 1996:
Marvel files for bankruptcy.
2009:
Disney buys Marvel for $4 billion.
2022:
MCU box office tops $27 billion. http…
Marvel files for bankruptcy.
2009:
Disney buys Marvel for $4 billion.
2022:
MCU box office tops $27 billion. http…
Special Situations 🌐 Research Newsletter (Jay)
Bernstein & Jefferies are divided on Porsche boss Blume’s appt as $VWAGY CEO in place of Herbert Diess, architect of auto industry’s biggest electrification effort, means for co
Jefferies says leadership change is “untimely but positive” while Bernstein says terrible decision.
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Bernstein & Jefferies are divided on Porsche boss Blume’s appt as $VWAGY CEO in place of Herbert Diess, architect of auto industry’s biggest electrification effort, means for co
Jefferies says leadership change is “untimely but positive” while Bernstein says terrible decision.
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Special Situations 🌐 Research Newsletter (Jay)
More stimulus from Japan? Prime Min Fumio Kishida has so far said he will focus for now on using reserves of up to 5.5 trillion yen to support economy struggling with lingering effects of pandemic, as well as fuel & food price rises, amid slump in the yen not seen for decades."
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More stimulus from Japan? Prime Min Fumio Kishida has so far said he will focus for now on using reserves of up to 5.5 trillion yen to support economy struggling with lingering effects of pandemic, as well as fuel & food price rises, amid slump in the yen not seen for decades."
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Special Situations 🌐 Research Newsletter (Jay)
Crypto platform Voyager Digital LLC said a joint offer proposed by @FTX_Official and Alameda is a “low-ball bid” that disrupts the bankruptcy process, according to a court filing. Does Voyager have a choice though? #Bitcoin #ethereum $mara
Filing here: https://t.co/FSWYv6d5kL
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Crypto platform Voyager Digital LLC said a joint offer proposed by @FTX_Official and Alameda is a “low-ball bid” that disrupts the bankruptcy process, according to a court filing. Does Voyager have a choice though? #Bitcoin #ethereum $mara
Filing here: https://t.co/FSWYv6d5kL
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Special Situations 🌐 Research Newsletter (Jay)
China's next economic risk is the youth job crisis. Like we discussed, "4% GDP growth" is not enough to grow jobs:
The most educated generation in China’s history, 15 million young people are estimated to be jobless, and many are lowering their ambitions. $FXI
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China's next economic risk is the youth job crisis. Like we discussed, "4% GDP growth" is not enough to grow jobs:
The most educated generation in China’s history, 15 million young people are estimated to be jobless, and many are lowering their ambitions. $FXI
tweet