⁠Dimitry Nakhla | Babylon Capital®
“The business schools reward difficult complex behavior more than simple behavior, but simple behavior is more effective.”

— Warren Buffett 🗣️

#stocks #investing
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⁠Stock Analysis Compilation
The London Company on Tempur $TPX

Thesis: Tempur's market leadership, pricing power, and growth initiatives, including the potential Mattress Firm acquisition, provide a solid foundation for long-term success despite short-term market skepticism

(Extract from their Q2 letter) https://t.co/a9lgIfiFPO
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⁠Alex Bilzerian
The paradox of estimation. https://t.co/8sP5sIMPpw

'Logical Foundations of Probability' - Rudolf Carnap (1950, PDF):
https://t.co/NV3DngEFOw - Alex Bilzerian
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⁠Alex Bilzerian
RT @alexbilz: '(Topics in) Algebra I' - Alistair Savage (2018, PDF):
https://t.co/SNaDW9ycvY
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⁠Alex Bilzerian
'How to Win if You Can?' - Mori & Székely (1982, PDF):
https://t.co/W1oWu3cmFW
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⁠Alex Bilzerian
'A Convergent Gambling Estimate of the Entropy of English' - Cover & King (1978, PDF):
https://t.co/iKhzfoHcjL
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⁠Alex Bilzerian
RT @alexbilz: 'Knowing When to Stop' - Theodore P. Hill on the mathematics of optimal stopping (PDF):
https://t.co/SZCPaCBiLa https://t.co/RQ2fgNDhHg
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⁠Alex Bilzerian
RT @alexbilz: Translation from Dubins & Savage 'How To Gamble If You Must'. https://t.co/s7LqFn1iR8
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⁠Alex Bilzerian
RT @alexbilz: 'Gamblers can rightfully claim to be the godfathers of probability theory, since they are responsible for provoking the stimulating interplay of gambling and mathematics that provided the impetus to the study of probability.'

—Richard Arnold Epstein
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