Substantia Investing @SubstantiaInv
Strictly Investing & Business | The Official Twitter Account of Substantia Investing substantiainvesting.wordpress.com New York, NY Joined November 2014-
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Substantia Investing retweeted
You cannot afford to miss the session in which we invited the legendary investor Li Lu for a fireside chat with our very own Prof. Greenwald......
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Substantia Investing retweeted
On behalf of the Greater China Society at @Columbia_Biz, we invite you to attend the 13th Annual Columbia China Business Conference on April 6th-9th. It is FREE for everyone. Please register in the following link: eventbrite.com/e/the-13th-ann…
Substantia Investing retweeted
I was a very fortunate day one investor in .@Coupang. As a result of its incredible success, 26.5m shares of its stock will benefit humanity as I gave all of the shares to @PershingSqFdn, a DAF, and another non-profit. Thank you to Bom and the Coupang team on behalf of all of us!
Substantia Investing retweeted
From Value to Growth: Some Thoughts on My First Semester at Columbia Business School substantiainvesting.wordpress.com/2020/12/30/fro…
Substantia Investing retweeted
It looks like Apple is exempting its own ad network from the IDFA-related privacy changes in iOS14. iOS14 includes a separate setting for Apple Ads personalization: (1/X)
Substantia Investing retweeted
Black women getting shit done as usual.
Substantia Investing retweeted
"The Trouble with Earnings and Price/Earnings Multiples" - a chapter from Expectations Investing (with Al Rappaport) that was removed from the final version. Some dated examples, but the core ideas remain valid. expectationsinvesting.com/pdf/earnings.p…
Substantia Investing retweeted
“Artificial intelligence is the future of investing.” Bill Miller washingtonpost.com/business/econo…
Substantia Investing retweeted
The market caps of Apple, Alphabet, and Microsoft are now about equal to the entire Russell 2000.
Substantia Investing retweeted
New Post: Some comments on "Cost of Capital" and Buffett's $1 Test basehitinvesting.com/thoughts-on-co…
Substantia Investing retweeted
How to Lose 20 lbs. of Fat in 30 Days… Without Doing Any Exercise bit.ly/1I9qkKI
Substantia Investing retweeted
female led startups perform better. First Round: cos with female founders performed 63% better than investments with all male founding teams
Substantia Investing retweeted
I estimate over 60% of people w/ credit scores have been compromised by $EFX. Massive breaches almost always due to corporate indifference
Substantia Investing retweeted
$BRK.A's CAGR: 14.5% (33x) since this 1991 piece (despite Buffett already being widely recognized as the best in 91) articles.latimes.com/print/1991-04-…
Substantia Investing retweeted
Really good interview with Jim Chanos - he is a very original and clear thinker. ineteconomics.org/perspectives/b…
Substantia Investing retweeted
Great ex. of how old moats like incumbent distribution advantages have been broken down. LeBron James’s Media Empire wsj.com/articles/lebro…
Substantia Investing retweeted
"Warren Buffett Takes 3 Percent Stake in Germany's Lanxess" by REUTERS via NYT ift.tt/2qycujE
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