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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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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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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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“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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Oddball Stocks Newsletter
RT @StocksOddball: @Ron284Ron @OurBank3 @bankinvesting https://t.co/SoUko8xfbT
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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 Newslettertweet
Offshore
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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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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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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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Offshore
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Tren Griffin
"Steve Jobs wanted us to make a visible commitment to Apple, an investment," Greg Maffei said in explaining the deal with Microsoft.
https://t.co/cyf0WwXLN4 https://t.co/QMsbcIRHas
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"Steve Jobs wanted us to make a visible commitment to Apple, an investment," Greg Maffei said in explaining the deal with Microsoft.
https://t.co/cyf0WwXLN4 https://t.co/QMsbcIRHas
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Morning Brew ☕️
Watching people enjoy their weekends off on our way to work https://t.co/0qEwEipMr0
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Watching people enjoy their weekends off on our way to work https://t.co/0qEwEipMr0
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Jitendra Chawla, CFA
RT @jvembuna: wow! https://t.co/gkjAODlqse
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RT @jvembuna: wow! https://t.co/gkjAODlqse
10 incredible free websites that will make you more intelligent (if you let them): - Alex Brogantweet