Internal Tech Emails
Steve Jobs negotiates Apple's deal with Microsoft

July 24, 1997 https://t.co/OQvkyk9qmF
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Alex Brogan
RT @JoeHolka: It's a good thing to be proven wrong...

Unless you're looking for dopamine in all the wrong places.

The smartest people in the world are obsessed with learning, not being right.
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Frederik Gieschen
Buffett and Munger were asked about whether returns improved at businesses they acquired ('95). The answer was possibly yes, but not for the reasons you'd expect.

Munger: "I think our chief contribution to the businesses we acquire is what we don’t do." https://t.co/m3IDxmOpWD
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Sidecar Partners
Why Sidecar?

Exceptional operators create unanticipated value.

By definition, it’s lumpy and unpredictable. So Mr. Market has trouble pricing it in.

It’s that straightforward.
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FinTwit Substacks
“Central banks went from waging a war against deflationary impulses coming from the globalization of cheap resources (labor, goods, and commodities), to “cleaning up” the inflationary impulses coming from a complex economic war.”

https://t.co/eJFgxygOQY
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M&A Focused CPA
RT @girdley: 17 weird ways people got rich

A 🧵:
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Tren Griffin
What business is this? https://t.co/kvX8kwBdsu
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Oddball Stocks Newsletter
RT @StocksOddball: @Ron284Ron @OurBank3 @bankinvesting https://t.co/SoUko8xfbT
@Catahoula_Value @flynn_bob Who would like to buy some shares in my fixed income closed end fund?

We launched in August 2020 and bought 30y bonds yielding 1.2%. We were able to get financing at 0% from our broker through the end of this year. Amazingly they let us leverage 10 to 1. - Oddball Stocks Newsletter
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Tren Griffin
Bloomberg: "Berkshire barely made a dent in its cash hoard, reporting $105.4 billion."

FT is confused:

"Berkshire also spent $1bn buying back its own shares in June, a commonly used tactic when Buffett and his investment team can find fewer appealing targets in the market." https://t.co/Pu5HGVHnId
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Ethan Mollick
People moving for tech jobs should pay more attention to whether a state allows non-compete agreements.

Where non-competes are enforced, there are fewer startups & high tech workers earn 5% less & have 8% fewer jobs after 8 years! A big California edge. https://t.co/6e2dYPqmVn https://t.co/jeIQcVicMs
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