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Leaked Tech Memos
Mark Zuckerberg using TheFacebook logins to gain access to the Harvard Crimson https://t.co/O3rxlmeeSo
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Mark Zuckerberg using TheFacebook logins to gain access to the Harvard Crimson https://t.co/O3rxlmeeSo
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Morning Brew ☕️
Them: hey, would you be able to help me with....
Us: *zoning out/not caring* https://t.co/uWc2Ud4t2g
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Them: hey, would you be able to help me with....
Us: *zoning out/not caring* https://t.co/uWc2Ud4t2g
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Rihard Jarc
Azure from $MSFT posting strong growth of 40% YoY. $GOOGL cloud also over 35% revenue growth YoY. Expecting strong AWS.
Cloud is such a strong long term trend that even the macro softness doesn’t slow it down.
One of the best long-term trends for investors to profit IMO.
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Azure from $MSFT posting strong growth of 40% YoY. $GOOGL cloud also over 35% revenue growth YoY. Expecting strong AWS.
Cloud is such a strong long term trend that even the macro softness doesn’t slow it down.
One of the best long-term trends for investors to profit IMO.
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Ethan Mollick
The most “sophisticated” hedge fund investors fall for the same cognitive biases as regular investors: “[their] ability to select funds shows little sign of sophistication; they weigh information suboptimally, & their ultimate investment & divestment performance is disappointing” https://t.co/iL3rwFSh5N
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The most “sophisticated” hedge fund investors fall for the same cognitive biases as regular investors: “[their] ability to select funds shows little sign of sophistication; they weigh information suboptimally, & their ultimate investment & divestment performance is disappointing” https://t.co/iL3rwFSh5N
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Twitter
The most “sophisticated” hedge fund investors fall for the same cognitive biases as regular investors: “[their] ability to select funds shows little sign of sophistication; they weigh information suboptimally, & their ultimate investment & divestment performance…
Ensemble Capital
90%+ of US homeowners have no mortgage or have a fixed rate loan. Home owners are higher income than average and spend less as a % on food & energy.
Has anyone see an estimate of the inflation rate that home owners are experiencing on average? @lenkiefer @calculatedrisk
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90%+ of US homeowners have no mortgage or have a fixed rate loan. Home owners are higher income than average and spend less as a % on food & energy.
Has anyone see an estimate of the inflation rate that home owners are experiencing on average? @lenkiefer @calculatedrisk
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Jim OShaughnessy
“Apollo is Edward Norton in Fight Club; Dionysus is Brad Pitt. Many of the conflicts within us can be seen as a result of these opposing urges pulling us in opposing directions,”
~@DerrenBrown https://t.co/PUKdnk4BRU
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“Apollo is Edward Norton in Fight Club; Dionysus is Brad Pitt. Many of the conflicts within us can be seen as a result of these opposing urges pulling us in opposing directions,”
~@DerrenBrown https://t.co/PUKdnk4BRU
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Special Situations 🌐 Research Newsletter (Jay)
Elliott Management (activist) takes a stake in PayPal $PYPL... https://t.co/tpgYGAAWuL
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Elliott Management (activist) takes a stake in PayPal $PYPL... https://t.co/tpgYGAAWuL
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Ethan Mollick
🗽Looking back 150 years, a careful study finds: “Counties with more historical immigration have higher incomes, less unemployment, less poverty, more education, and higher shares of urban population. We also found that these economic benefits do not have long-run social costs.” https://t.co/x7NNbJWlwc
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🗽Looking back 150 years, a careful study finds: “Counties with more historical immigration have higher incomes, less unemployment, less poverty, more education, and higher shares of urban population. We also found that these economic benefits do not have long-run social costs.” https://t.co/x7NNbJWlwc
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