Ensemble Capital
Mortgage rates now down over 1% from their highs. https://t.co/nH061brneX https://t.co/tE79vfkDmK
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Compounding Capital
$WCN's comparator group from its annual proxy is a good list of industrial companies to research and monitor. https://t.co/abqMKr0mjM
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Jim OShaughnessy
Has anyone seen any studies comparing a person's results on the Big Five psychological profile and what type of investing style might be best for the person?

The Big 5 is said to be relatively stable across your lifetime and replicates. I took this one

https://t.co/n2DB9AkJrW
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Michael Mauboussin
Not exactly what you are asking about but in the neighborhood: "OCEAN wealth profiles: A latent profile analysis of personality traits and financial outcomes"
https://t.co/F7v95S3i5u https://t.co/0UoV7nJDEW
"I wonder if this could be helpful guidance for people choosing an investment style that fit their personality?"

🧐Anyone have links?

@brianportnoy @jasonzweigwsj @danielcrosby @mjmauboussin @morganhousel @danariely
@AnnieDuke @farnamjake1 - Jim OShaughnessy
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M&A Focused CPA
This looks sexy BUT paying a 2.8% transaction fee for an extra 60 days on credit, even without interest on the balance will equate to ~17% cost of credit.

Probably better off getting a credit line w/ a bank 🙃 https://t.co/9XsMusGwJC
Creating a NEGATIVE $ Conversion Cycle is more important than ever

I worked with @payplastiq on a playbook on how you can use your credit partners & tools like Plastiq to create working capital w/o having to source it

Please RT if valuable
Quick🧵 + Link to Playbook👇🏻 - Ron Shah
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Morning Brew ☕️
when you take a personal call at the office https://t.co/IGTVjL50A8
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Meb Faber
Finally found it...👇

cc @michaelbatnick & @awealthofcs https://t.co/QWAkWnqSI3
For the investment professionals out there. What belief do you hold that the vast majority of your peers (75%+) do not share?

Here's a few of mine in no particular order....apologies for offending everyone in advance! - Meb Faber
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Leaked Tech Memos
Google's talking points for employees.

SF transit held a meeting on whether to allow Google buses to use public bus stops. https://t.co/IkUdpSNAV5
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Paul Graham
I've been doing some office hours with the startups in the summer YC batch, and the sheer variety of different projects is remarkable. Startups are expanding into ever more domains.
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Tren Griffin
RIP. "Richard Tait started at Microsoft in July 1988 and is credited with launching a series of new businesses. He helped pioneer client server computing in the company’s operating system division, ran the CD rom business with products like Encarta." https://t.co/346chyxIES
Richard Tait, 1964-2022: ‘Cranium’ inventor and serial entrepreneur was ‘the ultimate dreamer’ https://t.co/w0iLtHVe5D - GeekWire
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Morning Brew ☕️
"what's the average cost of a house these days anyway?"

https://t.co/jTXrcHDN9M
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