Offshore
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Johnathan Bi
The periods when Wittgenstein was intellectually productive was also marked by a desire to masturbate.

If that is the mark of genius, then, truly, I will become world-historic! https://t.co/v0wdneu0r6
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Special Situations ๐ŸŒ Research Newsletter (Jay)
Japan's svcs sector activity almost completely stagnated in July as rising inflation & growing economic uncertainty weighed on sentiment; boost from lifting of COVID-19 curbs had faded

Jibun Bank Japan Services PMI slumped to seasonally adj 50.3, marking lowest reading since Mar
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MastersInvest.com
โ€œPeople chronically mis-appraise the limits of their own knowledge; thatโ€™s one of the most basic parts of human nature.โ€ Charlie Munger
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FXHedge
CHINESE MILITARY DRILLS BREACH TAIWAN WATERS, ENDANGER INTERNATIONAL ORDER: TAIPEI
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MastersInvest.com
RT @ProfFeynman: Remove yourself from people and places where you donโ€™t feel valued and respected.
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Offshore
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Paras Chopra
Read my latest: โ€œ[Inverted Passion] ๐Ÿ›Ž๏ธ Newsletter #19โ€ https://t.co/Va7JUbO9x4
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Paras Chopra
It's remarkable how quickly the body adapts to intermittent fasting.

My last meal is typically at 7pm and the first meal the next day noon. I do not feel hungry in between.

Honestly, very (pleasantly) surprised.
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Offshore
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Artisanal Permanent Capital
RT @patrick_oshag: My conversation with Will Thorndike

Will is building @CompoundingLabs, which invests his and his partners capital, and @50Xpodcast

The common theme of our discussion is investments with very long holding periods

I love Willโ€™s style and research

Enjoy!

https://t.co/HbdKUJuFx6 https://t.co/GJSgK5IwXo
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Offshore
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Paras Chopra
Elements of Value.

https://t.co/W2cDAymel7
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Offshore
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Bread Crumbs Research
On unhealthy cultures that lead to business failure https://t.co/GLd0ibP0bz
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Paras Chopra
We have five winners for July edition of Gaur and Chopra Escape Velocity Grants.

Check out their profiles ๐Ÿ‘‡ https://t.co/mDFfT1i3E7
๐Ÿ“…July winners of the Gaur and Chopra Escape Velocity Grants are here ๐Ÿ‘‹
This July, we have 5 winners and are joined by @AabhashK and @augfrank who picked one grant winner each (because these two are awesomesauce people, that's why)
- Aakanksha Gaur
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Jim OShaughnessy
Two thoughts from John Edgar Wideman

โ€œDo not fall asleep in your enemy's dream.โ€

โ€œA great artist transforms our world, removes scales from our eyes, plugs from our ears, gloves from our fingertips and teaches us to perceive reality differently.โ€
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Frank Taber
$MEX.L is a micro-cap in the UK ($50m market cap).

They are the market leading Mexican food restaurant in the region with ~70 stores, looking to add 45 stores over the next 5 years.

@CirlBunt1ng covers the bull & bear case for you in this thread. https://t.co/fySTQeejKA
#MEX.L #MEX $MEX.L $MEX: Tortilla (pronounced โ€“ Tor-Tee-Uh) Mexican Grill PLC.

Founded 2007. Market Cap: ยฃ62.75m. Listed AIM: Oct 2021. Share Price: ยฃ1.625. Bull & Bear Case...
- Cirl Bunting
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