Offshore
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Ethan Mollick
It took less than a year for Mendeleev to create the Periodic Table. Professor Michael Gänzle has been working on the Periodic Table of Fermented Foods for nearly a decade, organized by category, country, fermentation organism, fermentation time, and more. https://t.co/r4dQJkmCWY https://t.co/PwVxtDz33s
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It took less than a year for Mendeleev to create the Periodic Table. Professor Michael Gänzle has been working on the Periodic Table of Fermented Foods for nearly a decade, organized by category, country, fermentation organism, fermentation time, and more. https://t.co/r4dQJkmCWY https://t.co/PwVxtDz33s
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Offshore
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MastersInvest.com
S&P500 vs 'Equal-weighted basket of multi-baggers'
[Costco, Copart, Cintas, Disney, Estee Lauder, Fastenal, Home Depot, Lincoln Electric, Southwest Air, Nucor, Starbucks, Charles Schwab, Transdigm]
Multi-baggers earnt 8X+ returns of S&P500 .. yet drawdowns comparable .... https://t.co/lV3YwZWOMa
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S&P500 vs 'Equal-weighted basket of multi-baggers'
[Costco, Copart, Cintas, Disney, Estee Lauder, Fastenal, Home Depot, Lincoln Electric, Southwest Air, Nucor, Starbucks, Charles Schwab, Transdigm]
Multi-baggers earnt 8X+ returns of S&P500 .. yet drawdowns comparable .... https://t.co/lV3YwZWOMa
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Sidecar Partners
Bump https://t.co/wZ5mBkwUGL
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Bump https://t.co/wZ5mBkwUGL
1) Buy great companies well.
2) Don’t worry about the economy.
3) Hold like an owner. https://t.co/8ViQG0rmye - Sidecar Partnerstweet
Twitter
1) Buy great companies well.
2) Don’t worry about the economy.
3) Hold like an owner.
2) Don’t worry about the economy.
3) Hold like an owner.
Offshore
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MastersInvest.com
RT @chriswmayer: I agree with Howard Marks here, from his latest memo - about recession, rates and inflation:
https://t.co/9VQM3ym7To https://t.co/btENfvP6IH
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RT @chriswmayer: I agree with Howard Marks here, from his latest memo - about recession, rates and inflation:
https://t.co/9VQM3ym7To https://t.co/btENfvP6IH
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Offshore
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Tren Griffin
"LVMH's FLG division posted sales of 9.01 billion euros in the second quarter, up by 19% versus the same period last year, reflecting the dominance of star brands Louis Vuitton and Dior, Fendi, Celine and Marc Jacobs.
"operating margin 41.4%"
41.4%!
https://t.co/LwCsSLUgBs
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"LVMH's FLG division posted sales of 9.01 billion euros in the second quarter, up by 19% versus the same period last year, reflecting the dominance of star brands Louis Vuitton and Dior, Fendi, Celine and Marc Jacobs.
"operating margin 41.4%"
41.4%!
https://t.co/LwCsSLUgBs
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Steven Kiel
Intellectual honesty is a virtue. Some were willing to die for it. https://t.co/EGSH90oixH
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Intellectual honesty is a virtue. Some were willing to die for it. https://t.co/EGSH90oixH
Aristotle would be ridiculed as a conspiracy nut... How much have things changed? https://t.co/tITscrmCLt - Jaffer Alitweet
Twitter
Aristotle would be ridiculed as a conspiracy nut... How much have things changed?
Offshore
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Jitendra Chawla, CFA
Just noticed this on my calendar! 🙂 https://t.co/q9lKhsH5nw https://t.co/M5KXs9T0iM
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Just noticed this on my calendar! 🙂 https://t.co/q9lKhsH5nw https://t.co/M5KXs9T0iM
No investment is always good or always bad irrespective of price. High quality doesn't make money if you overpay and even bad quality businesses can be huge winners provided one buys at a deep discount.
#NoteToSelf #pontifying - Jitendra Chawla, CFAtweet
Offshore
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Paul Graham
A founder with knowledge of the US labor market told me that decreased immigration is now a significant drag on economic growth, as boomers leave the work force and there is no one to replace them.
https://t.co/6KotqN0hp6
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A founder with knowledge of the US labor market told me that decreased immigration is now a significant drag on economic growth, as boomers leave the work force and there is no one to replace them.
https://t.co/6KotqN0hp6
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Offshore
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Rolf Degen
Contrary to a firmly held belief, sleep is not mandatory to make fresh memories durable. https://t.co/sW1lgVcro7 https://t.co/dSns1FA8io
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Contrary to a firmly held belief, sleep is not mandatory to make fresh memories durable. https://t.co/sW1lgVcro7 https://t.co/dSns1FA8io
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MastersInvest.com
"I don’t know what BRK is selling for today and it really makes no difference. You know, it just doesn’t make any difference. What does count is where it is 10 yrs from now. I do care where it is, in general, 10 years from now, and that’s where all the focus is." W Buffett 1998
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"I don’t know what BRK is selling for today and it really makes no difference. You know, it just doesn’t make any difference. What does count is where it is 10 yrs from now. I do care where it is, in general, 10 years from now, and that’s where all the focus is." W Buffett 1998
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