Morning Brew ☕️
What it's like hearing a Slack sound at anytime

https://t.co/Xw7dPi4bf5
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Paul Graham
There's a startup in the current YC batch whose founder's last startup was a hardware company. His cheeriness at only having to do software this time is palpable. He seems like someone starting to play a game on easy mode.
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Special Situations 🌐 Research Newsletter (Jay)
Cross sectional analysis is a great place to start when doing valuation. You can put any val metric on Y-Axis & growth driver on X-Axis. Once you identify undervalued co's, you can start doing work on underlying biz (avoid secular decliners, etc) $META $INTC $XOM $PFE $GOOG $BAC https://t.co/LK7QaCcWxu
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Jim OShaughnessy
I think one skill that will put people in good stead as the Great Reshuffle changes many of the rules is the ability to UNLEARN many things that were useful in the past but may hinder going forward.

@shreyas explains 👇🏻 https://t.co/X2QRh1ZFFv
Following a rubric may bring you success during your school years, but that might not be the case once you enter the workplace.

Here's @shreyas on the importance of breaking rules, and unlearning: https://t.co/sJJMEzYSUy - Infinite Loops 🎙
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Ramneek
I’ve never really blocked anyone but I’ve muted a few people. But I think Rob’s and Matt’s stances make sense to me. https://t.co/2KRmTR5otL
Block early, block often. Muting is selfish because you derive pleasure from muted accounts "yelling into the void" meanwhile they are polluting your thread for your other followers. Pleasure for you, misery for everyone else. https://t.co/PPH4PIL9Nf - Rob Henderson
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Morning Brew ☕️
it's called retail therapy for a reason https://t.co/VOfaroyYUt
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Tren Griffin
Harbor porpoises are catching more fish than I am. Embarrassing. https://t.co/LbvRzJ6pbj https://t.co/ZKfFrebskA
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Jim OShaughnessy
Interesting thread from my pal @NeckarValue on why a disgruntled Rockefeller hired Frederick T. Gates and created the design for what became Family Offices. https://t.co/v3i3DVyuVq
There are thousands of family offices investing trillions in assets. Yet most remain practically invisible.

The birth of this industry dates back to the mismanagement of one of America's largest fortunes. And a home run investment involving the first billion dollar company. https://t.co/r6Qr9FuE2O - Frederik Gieschen
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Rolf Degen
One reason why men are less likely than women do adopt green behavior is that they deem it unmanly. https://t.co/RFwmxOFI8w https://t.co/eCpP6mmUF9
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Paul Graham
RT @patrickc: Looks like one big question was just answered: https://t.co/Z6hBBr2R8j. Salt in sea spray significantly inhibits lightning, which is why there's a lot less of it over oceans. https://t.co/nhf3byF1AK https://t.co/fl4txqkYNK
2013: “Despite being one of the most familiar and widely recognized natural phenomena, lightning remains relatively poorly understood. Even the most basic questions of how lightning is initiated inside thunderclouds[…] have only begun to be addressed.”

https://t.co/NKyyT42Z2d https://t.co/nbSzzYQgEs - Patrick Collison
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Ethan Mollick
An idea from the history of science to generate startup ideas or ways to help in a crisis: find the reverse salient.

A reverse salient is the technology or process that is holding back development of the whole system (like ⚡️car batteries did). Solving the salient unlocks change https://t.co/Hrgnqd7OgZ
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Jim OShaughnessy
My friend @10kdiver with another great thread: Financial freedom begins with the thing you CAN control--your savings rate.

Good stuff! https://t.co/fSf2CpVj0F
1/

For most of us, the path to financial freedom consists of:

(a) SAVING our money diligently, and
(b) INVESTING these savings intelligently.

Here are 4 key ideas to help you understand the interplay between SAVING and INVESTING. - 10-K Diver
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Morning Brew ☕️
Count on that https://t.co/Y9vD76Fxmx
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