Offshore
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Sidecar Partners
1/ Recent post led to DMs about how a stint as a gatekeeper influenced my investment approach.
Having some of the greatest investors of a generation open their playbooks was an education money can’t buy.
A few observations… ✌️ https://t.co/YbUHuQO9Xh
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1/ Recent post led to DMs about how a stint as a gatekeeper influenced my investment approach.
Having some of the greatest investors of a generation open their playbooks was an education money can’t buy.
A few observations… ✌️ https://t.co/YbUHuQO9Xh
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Offshore
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Ethan Mollick
Can anyone predict the market? This paper shows that some people are indeed better than others. But what type of people are the best at it?
🧠Smart people do best the market is properly priced
👿Manipulative people when the market has lots of mispricing https://t.co/RmuXpKPBJB https://t.co/Y2kZmuRVGu
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Can anyone predict the market? This paper shows that some people are indeed better than others. But what type of people are the best at it?
🧠Smart people do best the market is properly priced
👿Manipulative people when the market has lots of mispricing https://t.co/RmuXpKPBJB https://t.co/Y2kZmuRVGu
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Offshore
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Aswath Damodaran
US stocks showed strength in July, with the S&P 500 rising 9.1% and the https://t.co/jhPnIWvzPT rate dropping to 2.65%. With the ERP dropping from 6.01% to 5.42%, the expected return on stocks is 8.07%. Is the market finding its feet? August will tell us. https://t.co/IfY5XbiNdu https://t.co/okKJOTOkhM
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US stocks showed strength in July, with the S&P 500 rising 9.1% and the https://t.co/jhPnIWvzPT rate dropping to 2.65%. With the ERP dropping from 6.01% to 5.42%, the expected return on stocks is 8.07%. Is the market finding its feet? August will tell us. https://t.co/IfY5XbiNdu https://t.co/okKJOTOkhM
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Manufacturing PMI next week, reporting Monday https://t.co/BgGVC75iwL
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Manufacturing PMI next week, reporting Monday https://t.co/BgGVC75iwL
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iinvested
1/3
2Q22 Emeth Value Capital on $DECPF
https://t.co/13ETgsnQJN
More fund letters here:
https://t.co/8MCOsDToDq https://t.co/NAFQMD0Zc9
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1/3
2Q22 Emeth Value Capital on $DECPF
https://t.co/13ETgsnQJN
More fund letters here:
https://t.co/8MCOsDToDq https://t.co/NAFQMD0Zc9
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Offshore
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Ethan Mollick
Want to boost patriotism? This paper found that folks pay back governments who help them. There was a direct link between receiving government help in the New Deal & patriotism in WW2. Those who received aid volunteered more, bought more bonds & won more🎖 https://t.co/3XQWIoz5Vh https://t.co/6rBL8wn3FE
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Want to boost patriotism? This paper found that folks pay back governments who help them. There was a direct link between receiving government help in the New Deal & patriotism in WW2. Those who received aid volunteered more, bought more bonds & won more🎖 https://t.co/3XQWIoz5Vh https://t.co/6rBL8wn3FE
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Offshore
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Tren Griffin
What do you know about the mother of all demos?
Doug Engelbart: "We made own computer display. You couldn’t buy them. It cost us $90,000 in 1968 money. We just had to build it from scratch. The display driver was a hunk of electronics 3 feet by 4 feet." https://t.co/M7rSBObHcu https://t.co/x3gCou761N
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What do you know about the mother of all demos?
Doug Engelbart: "We made own computer display. You couldn’t buy them. It cost us $90,000 in 1968 money. We just had to build it from scratch. The display driver was a hunk of electronics 3 feet by 4 feet." https://t.co/M7rSBObHcu https://t.co/x3gCou761N
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Special Situations 🌐 Research Newsletter (Jay)
Thanks, Captain!
https://t.co/lXHBQkbqr5
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Thanks, Captain!
https://t.co/lXHBQkbqr5
@SpecialSitsNews is one of the smartest people in the space hands down, always great to hear from him. - Captain $MARA 🐙tweet
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@SpecialSitsNews is one of the smartest people in the space hands down, always great to hear from him.