macrocanuck @macrocanuck

Joined July 2019

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Kevin Gee @kevg1412

6 months ago

New Compilation: Outstanding Investor Digest (1,500+ pages) I’ve never had a mentor. There was no singular person who took me under their wing—no long lunches, no late-night phone calls filled with war stories, no hindsight gifted directly into my life. And for a long time, I…

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Aswath Damodaran @AswathDamodaran

2 years ago

For those of you who are interested in equity risk premiums (and if you are not, who can blame you?), my July 2023 update of equity risk premiums is now up and running. bit.ly/3DeqxCW

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Aswath Damodaran @AswathDamodaran

4 years ago

I have spent the first week of every year, for the last 32 years, updating data on my website, and 2022 is no different. My website: damodaran.com My data page: bit.ly/3GebpoP

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Woodrow Oates Montague @sadvalueinvestr

4 years ago

1/ The reality of stock picking is that being right is really hard and being right for the right reasons is almost impossible. I like the story of the iron ore miners $BHP $RIO $VALE as an example of stocks that have done phenomenally well but for highly unpredictable reasons.

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Morgan Housel @morganhousel

4 years ago

Sherlock Holmes on information overload. Imagine if he had Twitter.

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Some Hotel Guy @somehotelguy

4 years ago

1/35 Ok, so by popular request, a quick desktop look at this potential hotel redevelopment found by @harrisonfinberg. I'm skipping some steps that either don't lend themselves to narrative or are the artistic flourish of underwriting.