Tren Griffin
"The Value of Berkshire's Portfolio Went Down Because the Market Did"

is a headline you don't see.

You have a friend who claims their stock portfolio is up this year.

"Berkshire’s earnings were up significantly to $9.28B from last year’s $6.69B."https://t.co/o9JPx9jS3T
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Compounding Capital
Great piece of advice successful small cap mgr gave me:

Only hire people smarter/harder working than you. Everyone benefits—clients get stronger team, you become better investor, and fund/firm builds new leadership.

Often see opposite—PM hires analysts who are just good enough.
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Paras Chopra
Actively following news is a waste of time as most of it doesn’t impact you.

If a news is personally relevant to you, it will always find a way to reach you.
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Paras Chopra
The selfish path to greatness is to help others become great.
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Jitendra Chawla, CFA
"Out is In"

Very aptly put @_nirajshah
https://t.co/4Gje0SP7BB https://t.co/JQU4bSG3H9
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Ramneek
RT @heartof_thesea: "They are concerned, not with what an investment is really worth to a man who buys it “for keeps”, but with what the market will value it at, under the influence of mass psychology, three months or a year hence"
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Paras Chopra
Future of photoshop! https://t.co/lUvNy9758I
W.I.P. collage tool for stable diffusion https://t.co/CYWMBhsHn4 - Gene Kogan
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Jim OShaughnessy
Two thoughts from Annie Murphy Paul

“What we shouldn’t do is keep our thoughts inside our heads, inert, unchanged by encounters with the world beyond the skull.”

"whenever possible, we should manage our thinking by generating cognitive loops."
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Paras Chopra
I’ve started doing no-screen Saturdays - no phone, no laptop, no TV.

Yesterday was my first day and it felt blissful ☯️
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Frank Taber
1/ I’ve officially rebranded my newsletter from ‘Seeking Value’. Moving forward it will be ..

‘Lone Wolves’

The rebrand is for a few reasons. Firstly, the similarity to another online service for investors. Secondly, the overuse of ‘value’ in newsletter & podcast names. https://t.co/M5TjvoSoDt
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Jitendra Chawla, CFA
What happens when a learning machine meets a teaching machine? Now we know 🙂 https://t.co/kbqByC2otF
From the bottom of my heart, THANK YOU Prof. @Sanjay__Bakshi for your wonderful course. 🙏

https://t.co/ORNZ0glzOo - Jana V
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Paras Chopra
I want a Twitter client on mobile that does one thing: posting tweets.

No timeline, no replies, no notifications - all of these time-consuming activities can be done once a day on laptop.
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10-K Diver
1/

Get a cup of coffee.

In this thread, I'll help you understand how the TIMING of Cash Flows within a business can have a BIG impact on the returns that shareholders get from owning the business. https://t.co/Sb3lx85clK
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Bread Crumbs Research
This framework applies to companies too https://t.co/Sy4dZTHEnV
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