Mandeep Sachdeva @MSachdeva

Joined May 2009

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JSC @JSCCapital

3 years ago

0/ Druckenmiller discussing his updated world view with @collision at the Sohn Conference. Since trying to ring the alarm bell on inflation last year he said what's surprised him is threefold: 1) Magnitude of inflation 2) The bubble burst w/ more vengeance (e.g., a lot of good

JSC @JSCCapital

5 years ago

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Corry Wang @corry_wang

5 years ago

1/ Lessons From The Tech Bubble: Last year, I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era, to try to understand what it was like investing during the bubble A few people recently asked me for my takeaways. Here they are -

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Jerry Capital @JerryCap

5 years ago

I just finished "The Cancer Code" by Jason Fung (@drjasonfung) easily the best book I've read this year. Highly recommend.

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Jerry Capital @JerryCap

5 years ago

Requiring *evidence* isn't scientific, peer review is the search for consensus, medicine is unfortunately not physics.

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Jerry Capital @JerryCap

5 years ago

"People believe that payments are a commodity and because it is a commodity you need to acquire other companies to get to scale. We believe exactly the opposite" $ADYEN 🔥🔥🔥

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Sam Altman @sama

5 years ago

The question isn't, "What will I be doing in 10 years?" But, "What will I wish I'd started 10 years from now?"

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Clifford Asness @CliffordAsness

5 years ago

My latest (link at end) on the rather insane drubbing in value investing. Value began this year very cheap, then the first quarter was the worst in 50+ years and March the worst month ever (going back to pre Great Depression). This has left the factor record cheap vs history.

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richard shotton @rshotton

5 years ago

Fantastic story of "bike shedding": how corporate decision-makers focus on trivial issues, that they know lots about, rather than more important but complex issues issues Russell Davies in Market Leader

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Deep Sail Capital @DeepSailCapital

6 years ago

For Long Term Investors finally seeing some good deals out there today. What are good companies with large moats that will see impacts from NCOV19 but will easily make it through to the other side?

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OmgCap @OMGCapital

6 years ago

Buffett: Be-smart-once vs. Be-smart-everyday

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Shane Parrish @ShaneAParrish

6 years ago

What is the best article you read online this year?

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David Sinclair @davidasinclair

6 years ago

What science says about maximizing life: 1. Eat less often. 2. Avoid sugar & high GI foods. Eat stressed plants. 3. Do hip-hinge exercises, stretch, pant a few times a week. 4. Block blue light. Sleep well. 5. Calm your mind, never lie, don't hate. 6. Have close friends & pets.✌️

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Jae Jun @Jae_Jun

7 years ago

When you locate a bargain, you must ask, 'Why me, God? Why am I the only one who could find this bargain?' - Charlie Munger

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Shane Parrish @ShaneAParrish

7 years ago

“You can't go back and change the beginning, but you can start where you are and change the ending.” — C S Lewis

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Jim Panzee @Ozard_OfWiz

8 years ago

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Tobias Carlisle @Greenbackd

7 years ago

Incredible. 148-page compendium of wisdom from many famous investors. Keynes, Simpson, Keogh, Richard Chandler, Dreman, Chanos, Akre, Ruane, Zell, Pzena, Montier, Grantham, Greenblatt, Schloss, Templeton, Buffett, Graham, Klarman, Marks, Munger, Fisher. Likely by @pcordway ?

Barbarian Capital @BarbarianCap

10 years ago

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Howard Marks @HowardMarksBook

7 years ago

#Investment success is hard to replicate because it can be cyclical rather than serial. One success may make a second one less probable. As Henry Kaufman put it, “There are two kinds of people who lose a lot of money: those who know nothing and those who know everything.” –HM

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Greg Speicher @Greg_Speicher

7 years ago

A day in the life of a Waymo self-driving taxi - The Verge theverge.com/2018/8/21/1776…

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MuddyWatersResearch @muddywatersre

7 years ago

Yes investing culture is damaged and focused on the short term. Causes r multiple, but have nothing to do w/ quarterly reporting. One of biggest culprits is late 80s shift to equity comp; DID NOT “align interests”. Managements now reap huge rewards for mortgaging the future.