Paul Graham
In office hours with founders we often talk about how to create some metaphorical "next Google." Today I talked with one founder about how to create an actual next Google. That was pretty exciting.
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Tren Griffin
As a multi-year former resident of greater Boston, I understand this use of the word "wicked" to describe a disturbing water scarcity environment. https://t.co/aboF0wuKnV
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Paras Chopra
Step 1: find a big problem to solve in the world.

Step 2: create new value in the world by solving the problem.

Step 3: make a ton of money from it and give most of it away to important problems capitalism can’t solve for.
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Special Situations 🌐 Research Newsletter (Jay)
Companies with exposure to Monkeypox vaccines:
-Bavarian Nordic $BAVA
-Siga Technologies $SIGA
-Precision System Science $7707 JP
-Chimerix $CMRX https://t.co/7EYz4zvRqA
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Special Situations 🌐 Research Newsletter (Jay)
Is the Chinese government worried that @SpeakerPelosi will turn China into West Taiwan...?https://t.co/A6fIE9qGUS https://t.co/ZV2WvjAv9m
1/ China launches live-fire drills off Taiwan, as Pelosi head to Asia:

While Pentagon wanted Speaker Nancy Pelosi to cancel her visit to Taiwan - now pending her possible arrival in Taipei, US military has moved a Navy strike group into South China Sea led by USS Ronald Reagan. - Special Situations 🌐 Research Newsletter (Jay)
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Rolf Degen
People with utilitarian inclinations conform to the majority in their moral judgments to a greater extent and more often than people with deontological inclinations. https://t.co/AkmEmf7M1w https://t.co/H2CnQWBogT
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Special Situations 🌐 Research Newsletter (Jay)
The Bank of England is expected to step up its fight against inflation in the coming week, joining some 70 other institutions around the world in delivering a half-point increase in borrowing costs

BoE hasn't raised rates by 50 bps since 1995, but is anticipated by most analysts https://t.co/aJzQGi6pcb
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Tren Griffin
Paper shortage for books: https://t.co/1DjaNhisC7

Also a lack of paper is impacting academic books: https://t.co/MQrAIFnGKb
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Tren Griffin
Responded to the wrong thread. I'm on a walk tho. Ooops.

"Adult nonfiction sales fell by a relatively mild 3.4% compared to the week ended July 24, 2021. Atomic Habits by James Clear was #1, selling more than 18,000 copies."

That's a lot of copies. https://t.co/8EyTB4pBqh https://t.co/05MjGbagup
@howardlindzon "The steady closing of printing plants has resulted in 'North American print capacity being at historic low levels,' while demand for books remains extremely high."
https://t.co/FuBoqO6kPz - Tren Griffin
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FXHedge
CHINESE NBS MANUFACTURING PMI ACTUAL 49 EST 50.3 PREV 50.2
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MastersInvest.com
RT @QCompounding: "The best time to invest is when you have money. This is because history suggests it is not timing which matters, it is time."

--John Templeton
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Compounding Capital
Founders of most investment firms built their firms and personal fortunes on the back of just 1-2 great insights early in their careers.

Many of those founders tend to put up mediocre returns for next 20-30 years and milk clients based on reputations built decades earlier. 1/3
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