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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Morning Brew ☕️
The FBI raided Mar-a-Lago, former President Trump’s resort home in Palm Beach, FL, yesterday, a remarkable development that we first learned of from Trump himself.

Trump said his “beautiful home” is “currently under siege, raided, and occupied by a large group of FBI agents.”
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Ethan Mollick
Fast Internet unlocks growth, but 2/3 of 🌍 doesn’t have access.

This paper shows a new transoceanic connection to Africa grows employment by 4% to 10% in areas that are given fast internet, with no job losses elsewhere. High-skilled jobs benefit most, though the poor also gain. https://t.co/0KoWxY5aeU
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iinvested
2Q22 Choice Equities Fund on $CROX, $SITE, $FARM, $OEC,
https://t.co/sp33mAdR9L

More fund letters here:
https://t.co/8MCOsDToDq https://t.co/nZgFfFdmqz
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Frederik Gieschen
Buffett's measuring stick: "If I’m look at another business I say, 'Why would I rather have this than more Coca-Cola?'"

Munger: "The best thing you have easily available is your measuring stick. If the new thing isn’t better, it hasn’t met your threshold."
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Santangel's Review
"I just try to invest whatever capital I have as best I can and take the results as they fall. I just seize whatever opportunities I can and I hope I get my share." - Charlie Munger
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Special Situations 🌐 Research Newsletter (Jay)
It isn't often that you trade a merger arb candidate successfully, sell at a minimal spread, and then buy back at the local lows.

Full round trip in $NLSN, up 20% again! Special Situations have been THE way to play the market this year...

https://t.co/r7f3PlxC5V https://t.co/xTmBAMO20r
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Alex Brogan
Chauffeur Knowledge

Two types of knowledge: Chaffeur and Real.

Chaffeur knowledge: People who know, but don't understand—they only give the appearance of knowing.

Real knowledge: People who have done their homework and paid their dues. They understand the meat of a subject.
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Morning Brew ☕️
the og crypto guys https://t.co/W2L2K9Up5b
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Rihard Jarc
The $APP $U M&A proposal is just so weird. Why would $U shareholders ever take this deal?
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