✍️🤔📈 @PYHCap

learning about the world Joined December 2020

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19
Following

355
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1K

BuccoCapital Bloke @buccocapital

a month ago

Here is V2 of my company "Initiation Report" Deep Research Prompt. Serious thanks to the community for the feedback. This thing is pretty badass now. _____ I've made several updates: • No longer too positive: People rightfully called out that the previous model rated everything…

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Unemployed Capital Allocator @atelicinvest

2 weeks ago

For anyone young with CIQ / BB access, I would highly recommend you do this. This is the single best thing I did for idea generation. Dump entire universe into a single excel file - with key data. Simple valuation data + 7 yrs annual financial + 3 q of quarterly financials -…

Unemployed Capital Allocator @atelicinvest

2 weeks ago

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John Rotonti Jr @JRogrow

2 years ago

.@pmje73's interview with @tseides is, without question, one of the best hedge fund investing interviews I've ever come across. Period. Listen to the entire thing at least twice...

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Eric Xiao @exiao3

5 months ago

@signulll I created a tool for exactly this to help with decision making. It especially helps chronic indecisive overthinkers take action and make choices despite uncertainty and figure out what they want.

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signüll @signulll

5 months ago

very few ppl truly know how to use ai. most ppl use it as a glorified tool. like a better search engine, or a faster way to get stuff done. & yah, it can do that but that’s barely scratching the surface. the real unlock isn’t in what ai can do for you, it’s in how it lets you…

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gabriel @GabrielPeterss4

5 months ago

nearly all huge career mistakes is that you get an offer and blindly accept it just to get out of the suffering of thinking about your career and then don't talk to a single other company, so you have zero leverage and no idea what else is out there

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ZenCap @kaizen_cap

11 months ago

1/ Can financial modeling still be an edge or has it been commoditized? The devil can be in the details, but detailed modeling can also be “shit in, shit out.” My views have changed - partly driven be the extreme cyclically of last >5 years, but also by evolving market structures

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Twann @TwannsWorld

5 months ago

What’s the best way to go into an interview in an environment like this at pods? I don’t want to be the guy pitching on macro, and don’t want to sound ignorant either. I’m strong in biz analysis, product cycles, and industry dynamics that I’d like to center the interview around.

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dalibali @dalibali2

6 months ago

my 10k foot thoughts because no one like numbers

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The Institutional Limited Partner @holistic_pm

8 months ago

Private equity true story. Almost three years ago, I conducted diligence on one of the best European healthcare PE managers, with a unique team and stellar performances. They subdivided the entire healthcare landscape into almost 150 subsectors, some of which were marked red as…

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Ben Lang @benln

8 months ago

Marc Andreessen on how to choose where to work:

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Adam Grant @AdamMGrant

8 months ago

Your attention span isn’t fixed. It increases with practice. Evidence: After 20min sessions solving cognitively challenging problems (10-20hrs total), students show significant gains in sustained focus and test scores. Like physical stamina, mental stamina requires exercise.

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Parker Conley @parconley

8 months ago

I spent 60+ hours finding 78 tacit knowledge videos. After going viral last year, my LW post is the Schelling point for sharing the type of vid Richard is talking about. If curious, check out the vids and pls share videos of this type in the comments! x.com/RichardMCNgo/s…

Richard Ngo @RichardMCNgo

8 months ago

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Glenn @GlennLuk

12 months ago

I start off by reiterating a few key economic concepts that are important here to understand this mental model and framework. The first is the household income identity, which describes the mechanism by which HH income drives HH demand in any economy.

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HF Reflections @hfreflection

a year ago

HOW TO LEAVE A HF (WELL): I’ve resigned from 4 HFs, each time for a new position I secured beforehand. Life’s too short to stay in a job you no longer want. A brief primer on how to leave - prioritize yourself, your current employer, and your new employer in that order - a 🧵:

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HF Reflections @hfreflection

8 months ago

HOW TO PITCH A STOCK Nearly all my tweets are stream of consciousness; nearly all my written pitches, investor letters, or presentations I rewrite and edit meticulously. When you pitch a stock, you are telling a curated story. A 🧵on how to tell an investment story:

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signüll @signulll

9 months ago

at some point your career will completely stall or at least it will feel like it has... it happens to almost everyone. what’s your best advice in this scenario instead of just accepting it?

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Matt McClintock @MattJMcClintock

a year ago

(8) Final thoughts are this: I was a bulge bracket Retail Softline Sell-Side analyst for many years. Nobody gets style right consistently. That’s why fast fashion business models (H&M, Zara, etc.) overtook the traditional apparel industry. Yet they couldn’t make a dent in the…

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BuccoCapital Bloke @buccocapital

9 months ago

Love this from @tylercowen on how to read a book using AI: "The core intuition is that you should be asking more questions. Most people have still not internalized this emotionally. This is one of the biggest revolutions in reading. ever."