Coho Capital @CohoCap

Joined March 2018

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Coho Capital @CohoCap

5 years ago

The Science of Nerdiness scientificamerican.com/article/the-sc… via @sciam There are many paths to investment success but deep curiosity is a prerequisite. For knowledge seekers, dopamine drives discovery:

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Rich Greenfield, LightShed 🔦 @RichLightShed

5 years ago

Bold move by @eldsjal @Spotify $SPOT -- taking @joerogan exclusive Spotify is playing to win in podcasting

The Verge @verge

5 years ago

Bold move by @eldsjal @Spotify $SPOT -- taking @joerogan exclusive Spotify is playing to win in podcasting

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Coho Capital @CohoCap

5 years ago

The ability to hold stocks for the long-term is a superpower, especially if you're a concentrated investor. @CliffordSosin was a Jedi during the pandemic chaos: whalewisdom.com/filer/cas-inve…

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Bluegrass Capital @BluegrassCap

5 years ago

20th century infrastructure was physical, non profit, government owned, & depreciated with usage. 21st century infrastructure is digital, for profit, publicly traded, & appreciates with usage. Today's market captures an enormous, high value opportunity set that 1950 did not.

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Coho Capital @CohoCap

5 years ago

Lots of commentaries on a new global order post CV with hot takes on which industries will be unduly impacted. It is helpful to think through such scenarios but important to remember humans are a resilient species and possess short-term memories: scmp.com/business/china…

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Coho Capital @CohoCap

6 years ago

Being rational and objective in a market-selloff does not mean you always have to be a buyer. Muscle memory on “buy the dip” is resulting in a lot of sloppy past is prologue analysis on Coronavirus. Strive for humility and let data be your guide.

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Bill Brewster @BillBrewsterTBB

6 years ago

PREACH. This is the time to help everyone. I don't give a shit about what's theoretically correct and/or political ideals. We are at war and the lower and lower middle class are sacrificing the most. Don't be an asshole.

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Coho Capital @CohoCap

6 years ago

I'm not sure how @QuisitiveInvest is doing managing through this crisis but I suspect better than most. People ask me how they can be better investors, do something like this: Your job as a PM is to manage risk. Know thyself and it becomes easier.

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Coho Capital @CohoCap

6 years ago

Bob Woodward – “Democracy dies in darkness.” China just banished the NYT, WSJ and Washington Post. In a post-fact world, it is more important than ever to seek the light. Tune your media diet accordingly: wsj.com/articles/china…

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Coho Capital @CohoCap

6 years ago

Bill Miller on framing price discovery in the COVID era - "markets have to price in all the things that can happen. Many more things can happen than will happen, and as those possible outcomes narrow, the market’s accuracy greatly improves." millervalue.com/markets-comple…

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Coho Capital @CohoCap

6 years ago

There is great wisdom in saying "I don't know."

Ray Dalio @RayDalio

6 years ago

There is great wisdom in saying "I don't know."

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Coho Capital @CohoCap

6 years ago

Area man pretty sure he nailed recent market decline at some point in the last decade: marketwatch.com/story/man-who-…

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Coho Capital @CohoCap

6 years ago

If you're only listening for investment advice when parsing Charlie Munger, you're doing it wrong: youtube.com/watch?v=HS8neX…

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Coho Capital @CohoCap

6 years ago

Netflix is the biggest beneficiary of the language barrier falling for global content consumption - "thanks to the internet, social media and these streaming services, the entire society is experiencing less of these language barriers” Parasite director Bong Joon-ho

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Coho Capital @CohoCap

6 years ago

The problem with betting on the end of the world is the world can only end once.

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Coho Capital @CohoCap

6 years ago

Do yourself a favor and follow one of the most original thinkers in fund management, valuation ninja and all-around nice guy Keith Smith at @Bonhoeffer_KDS.

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Coho Capital @CohoCap

6 years ago

My 2019 #SpotifyWrapped. Nobody builds community in music like $SPOT. Your Top Songs 2019 open.spotify.com/playlist/37i9d… #NowPlaying

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Gary Shteyngart @Shteyngart

6 years ago

If you want to be depressed about the future I'd start with Super Sad True Love Story. If you want to be depressed about the present, I'd read Lake Success. If you just want to laugh about the present, then Absurdistan. Thanks for reading!