P. H. G. H. @PHGHVFM
Financial Markets | Private Equity Joined March 2019-
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@signulll I believe it was Ortega, the founder of Zara, who said the goal is to apply today’s new technologies to ancient markets. That’s how you transform industries. He made fashionable clothes for the first time affordable to customers, where before it was only for high end clientle.
If you’re more angry that a handful of 22 year old software engineers are writing code to uncover fraudulent government spending than at the people who are fraudulently spending your hard earned taxes, it’s time to do some soul searching
This may be the most inspiring sentence I've ever read. Which is interesting because it's not phrased in the way things meant to be inspiring usually are.
how to know if you've found your 'purpose'
this is mandatory watching for anyone craving success (and achieving it on their own terms)
corporate jobs sound great until you realize just how much office politics is required to get promotions past a certain stage way too many variables outside of your control and causes burnout for so many people important to keep in mind as you move up your career
people underestimate just how much expertise the best people have some of this is due to degrees of separation (analyst has no idea how much unique value an MD adds because he never sees the work) some of it is because the best people make it look so easy (your MD can call up 5…
Average European morning
Deepseek just accelerated AGI timelines by 5 years. So focus on the gym. Knowledge work is obsolete. Muscles are all that’s left
Nietzsche on Habits:
Read that again.
Meus amigos… O mundo está presenciando uma GRANDE COINCIDÊNCIA, ou uma operação digna dos FILMES mais absurdos de HOLLYWOOD? Olhem essa história. Esse cara se chama Mike Lynch. Em 1996, com amigos, ele fundou uma empresa de software chamada Autonomy.
>be jim simons >math phd at 21 >become chairman of a university math department >get bored and leave to start a hedge fund >consistently beat the market for decades (just as EMH is becoming the consensus view among economists) >become a multibillionaire >get bored again and…
"I want a guy who knows enough math so that he can use those tools effectively but has a curiosity about how things work and enough imagination and tenacity to dope it out." – Jim Simons
RIP to the man that solved the markets, Jim Simons 8 quotes from the legend:
Zuck on the Apple Vision Pro He's still got fire in him, love to see it
Friendly reminder to be nice to your finance friends this time of year. We are in the vortex of year end close slamming right onto january close right onto debt and financial audits. And some (not me of course) still putting finsihing touches on budgets.
A Letter a Day - 2023 Archive In 2023, I revived A Letter a Day and committed to posting 2 letters a week. And over the year, I shared a total of 110 letters featuring 125 different investors, founders, and operators (IFOs). Below, you'll find all 125 IFOs categorized…
How Elon Musk thinks about the relationship between time and money: “Elon would always be at work on Sunday, and we had some chats where he laid out his philosophy,” said Kevin Brogan, an early SpaceX employee. “He would say that everything we did was a function of our burn…
27 protocols I learned from @hubermanlab in 2023 Read this to change your life in 2024 THREAD
VanessaMorgan @3BoyN6E8RpnG1p
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BiotechBets🇺🇸 @Boornaw9045504
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best of sydney sweene... @sydneyfiles
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