Jason @jasonmshrestha
Contentment is the enemy of progress Austin, TX Joined August 2018-
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"One day, in retrospect, the years of struggle will strike you as the most beautiful." — Sigmund Freud
The reason most people never change is because they’re too attached to who they’ve always been. Change requires death: The death of old stories, old habits, old comforts, old beliefs. Reinvention starts with release.
The arena sits on a street named Nowitzki Way. Out front, a statue honors him, and his silhouette is etched into the court. And yet, when it came time to reach deep for an example of a relentless worker, someone who set the cultural tone of an organization who could serve as a…
Wow we took last year for granted yall
73 point game. WCF MVP. Rookie of the year. Finals appearance. Scoring champion. Highest PPG in Mavs history. Loved the city. Only here for 6 years and was already the 2nd greatest Maverick ever. Thank you for everything, Luka. We will always love you in Dallas 💙
Grab a cup of coffee, you won't want to miss this Many are speculating that this week's sell off in the market is due to Bank of Japan's unexpected large interest rate hike which led to a massive unwinding of the yen carry trade Let's breakdown exactly happened 🧵:
“They said I wasn’t the one, but I thank God that I am.” - Noah Lyles
"The ideal life would be one where you had a hobby that as a byproduct made you money, you had a hobby that as a byproduct kept you healthy, you had a hobby that as a byproduct made you smarter and more creative." @naval
I can't stop thinking about this... Michael Caine on his defining philosophy on life: Use the Difficulty As a young actor, he was rehearsing a play scene when a chair got stuck in the door and blocked his path. He told the other actor he couldn't get by the chair to enter the…
So much of what people call “conviction” is actually a willful disregard of facts that might change their mind.
At a recent event, I got asked for my best pieces of career advice. Here are the 10 pieces of advice I shared: (things I wish I knew at 22) 1. Build a reputation for reliability. You can get pretty damn far by just being someone that people can count on to show up and do the…
Warren Buffett said the three most important words in investing are "Margin of Safety." He also said that Chapter 20 of The Intelligent Investor is the best chapter ever written on that topic. Here's what Chapter 20 taught about the Margin of Safety👇
How are we supposed to know if we’re happy? I like this definition from the Stoic philosopher Seneca: "Happiness is having a clear sense of the path that you are on, not being distracted by the paths that crisscross yours. Especially the footprints of those that are hopelessly…
FUNDAMENTAL ANALYSIS: SPIN-OFFS I was poking around today and I noticed that $DHR is spinning off its water business Veralto (VLTO). Caveat, I spent about 3 minutes digging in, but for a company that mgmt is guiding to MSD organic revenue growth and 30-40bps implied margin…
The courage to start. The discipline to focus. The confidence to figure it out. The patience to know progress is not always visible. The persistence to keep going, even on the bad days. That's the formula.
Here are Li Lu’s 9 Secrets to Successful Investing according to @MnkeDaniel 1. Why Value Investing Works • The market isn’t created for value investors. • It is built in a way that increases the urge to speculate. • That’s why businesses are so often misprized in the…
The Richest investors in the world: ▪️Warren Buffett ($115 billion) ▪️Kenneth Griffin ($33 billion) ▪️Jim Simons ($28 billion) ▪️Ray Dalio ($19 billion) ▪️Steven Cohen ($18 billion) ▪️Carl Icahn ($9 billion) ▪️Stanley Druckenmiller ($6.5 billion) 1 Important lesson from each:
1/7 How do you read a 10-k if you only have 30 minutes a day or less? Reading the 10-k or other financial docs remain the #1 way to learn about a biz and investing. Below is my method if I lack time. 🧵⬇️
As an Equity Fund Manager, I am managing $200 million. I spend more than 60 hours per week researching stocks. Here are 16 CRUCIAL rules to improve your returns:
The most interesting points I picked up from the Seth Klarman interview with Jim Grant 🧵👇🏼 1 | “The idea of Margin of Safety comes from the inherent risk aversion which is part of a value philosophy. It means there is room to get some small things wrong,…

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