Hersh “🚁💰” Patel @hersh_patel
parsing through garbage 🗑. wonder what my run time will be. did enough math to know I can’t be Bauss like Gauss. Joined October 2016-
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Find an intellectual sparring partner and then go to war daily
MEGA THREAD TIME Here are 50 ideas that shape my worldview. These are my guiding principles and the light of my intellectual life. All of them will help you think better, and I hope they inspire curiosity.
So many people undermine how important cross asset correlations impact this current feedback loop in equities. As long as rates remain pinned low, there will continue to be “synthetic systematic” volatility suppression from yield seekers.
In 1987, an unknown black lawyer rocked Wall Street with the $985 million LBO of Beatrice International. Reginald Lewis had bootstrapped his way to the top of the buyout world, negotiating with the likes of Henry Kravis and Michael Milken.
And this is why I never win any debates at home;)
Bryson DeChambeau might be the most innovative athlete in the world right now. He just won his first major championship and is changing how golf is played at the highest levels. People call him "The Mad Scientist of Golf." Here's what you can learn from him. THREAD
Investing 101: Successful investing is all about behavior and psychology. You can have the best model or analysis in the world but if you panic, you lose. Said differently, everybody has a plan until they get punched in the face. Let's begin...
Delegation is the single most impactful skill you can learn as an entrepreneur. But it’s SO hard... Who wants to delegate something and have their customer get subpar product or service? It’s brutal at first 😭 Inevitably, when you delegate any new task, you get let down.
'By prostituting the days that the Gods illuminate, by repeating past actions to procure the bread of your future. You run the risk of following those who have been going around in circles long before you.'
Some people scratch their heads when they see valuations of stocks justified by 2024E or 2025E numbers. Their instinctive reaction is to be dismissive but that’s lazy thinking. Here’s a secret hiding in plain sight...
Learning to unlearn is the new smart. 5 things we learned in school that we need to unlearn: • Fear Mistakes • Fit In • Wait for Instructions • Learn Just In Case • Don’t Question Authority analorenafabrega.com/my-blog/5-thin…
Popular opinion: Kids should set goals Unpopular opinion: Kids should set Anti-Goals What if kids could get to where they want by avoiding what they don’t want? A thread 👇
The work of reading: 1. Read a book while highlighting heavily. 2. Distill highlights into core insights, written in your own words. 3. Put into a searchable format. 4. Review regularly.
Not sure if you’ve already seen this @JoePompliano but I covered most of the biggest names in *tech* investing in this post: link.medium.com/9jPffhLbP8 Non-tech is likely Bridgeman, Staubach, Palmer as the OG Athlete-Investor Mt. Rushmore
Not sure if you’ve already seen this @JoePompliano but I covered most of the biggest names in *tech* investing in this post: link.medium.com/9jPffhLbP8 Non-tech is likely Bridgeman, Staubach, Palmer as the OG Athlete-Investor Mt. Rushmore https://t.co/MeoE6di69z
Josh Waitzkin might be the most INTERESTING person alive. He doesn't have Twitter. And he barely uses the internet. I've compiled my favorite 5 MENTAL MODELS of his below. THREAD...
can we talk about the editing in this Nike commercial holy crap
Can’t help but feel like GPT-3 is a bigger deal than we understand right now
“Richard Rainwater said, like a hand of God, you don't know anything. That's your superpower. You're not shackled to anything. Just look at the world with a white sheet of paper and ask yourself, where does money have to go and how can I be useful in that?” - Adam Fisher (FM.21)
"A leader is best when people barely know he exists. When the work is done, his aims fulfilled, they will say 'We did it ourselves.'" - Lao Tzu, 565 B.C.
I’ve interviewed hundreds of people for numerous companies over the past 20 years of building businesses. I’ve experimented with many interview questions and most are only semi useful, but one, above all, has been the most useful. A thread...

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