Rolf Degen
Sticking to or changing one's beliefs can be understood as an economic transaction in which people weigh which course of action will bring them the greatest benefit. https://t.co/fz4kD349FE https://t.co/rinvdz0Zt1
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Paul Graham
Today I had office hours with a startup I hadn't talked to since before Covid. The last time we talked I told them what to do and what they'd look like a few years later if they did it. They did it, and that's exactly what they look like now. I was so pleased. This never happens.
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Compounding Capital
$LIN is the definition of a boring business. Predecessors Linde/Praxair we’re founded 1879/1907.

Now the largest global industrial gas business.

Generates 20% A/T ROIC, with $1.5B excess CF available for reinvestment.

Targets 10%+ annual EPS growth https://t.co/Jy0Vc3T3Gl
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Paul Graham
RT @LBFlyawayhome: On #BookLoversDay
Often love of books started with comics.

(John Bull Magazine 1952, Douglas L Mays)
#NationalBookLoversDay https://t.co/6wprDr2WBL
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Rolf Degen
A higher ability to generate swear words is associated with greater verbal skills. https://t.co/r4Wdkpeiib https://t.co/oIULeNaxTT
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Ramneek
Tattoos have become so mainstream that it’s embarrassing to get one now.
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Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $CE, $TPX, $BNED, $SSKN and $SAX.DE

$CE pitch:
– High-margin chemical company at 6x-7x current year earnings.
– One business undergoing transformational acquisition and another segment are in an unmatchable global low-cost position.
... 👇 https://t.co/hlUgGrhUOs
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Rolf Degen
"It is relatively rare for women to commit suicide while nude, and female nudity at the time of death is strongly related to the death being a homicide." https://t.co/uxeabPZgLQ https://t.co/WitLJpO6JZ
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Jim OShaughnessy
Two thoughts from Iris Murdoch

“One should go easy on smashing other people's lies. Better to concentrate on one's own.”

“Guilt keeps people imprisoned in themselves.”
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Paras Chopra
The primary audience for your writing is your own self.

We think we know something, but that doesn't actually happen until put it into words.
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Rolf Degen
Cats keep their eyes half-closed when they experience nutritional bliss. https://t.co/8t7vuF49QK https://t.co/TigJjq7Y7f
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