PS @popperstoic
Markets & Philosophy. Just a passage of time. North America Joined January 2013-
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Almost everything serious is difficult; and everything is serious. ~ Rainer Maria Rilke
"In the past five years, it’s as though someone flipped a switch. For most of my career, I assigned around 30 pages of reading per class meeting as a baseline expectation. Now students are intimidated by anything over 10 pages." — college professor Adam Kotsko
*BERKSHIRE HATHAWAY SAYS CHARLIE MUNGER HAS DIED
Politics would be a lot healthier in society if people would be willing to admit when they are wrong. Perhaps most relationships would be healthier under such a condition.
Always be self aware. Do you have a good enough hand to play the game..or not? If you do, go all in. Otherwise.. godspeed.
Paul Graham's "How to Do Great Work" is excellent. 40 of my favorite ideas from the essay: 1. Curiosity is the best guide. 2. Being prolific is underrated. 3. If you asked an oracle the secret to doing great work and the oracle replied with a single word, my bet would be on…
In your formative years, you learn a few things.. then the rest of your life is spent working hard to build on what your learnt, or trying your best to unlearn what you learnt.
Every way of life has its good sides and bad sides. You suffer the bad ones better when you yourself have chosen that way of life. All depends on what you actively choose to do with your life.
MINDSET is what separates the winners from the losers.. Are you feeling stuck? Start here: These are 5 concepts I've learned from Twitter to transform my mindset.. 🧵
The White Lotus series’ were a comedic & psychological masterclass.
Jose Mourinho After Beating Arsenal As Spurs Manager:
Arsenal will win the Premier League title this year.
ErinMaxwell @LFY0rD9ogU4pjx
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Dalius - Special Situ.. @InvestSpecial_
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Sherry Knight @SherryKnig9516
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Monnica @Monnica66172821
297 Followers 1K Following I'm that kinda woman you would love to know ,and know more about,easy and God-fearing i pray meet the man of my life.
Sheene @Sheene545398554
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hwlMISDR871962829 @misdr8719618644
0 Followers 24 Following BGMX Exchange stands as a decentralized platform for the #Bitcoin ecosystem https://t.co/G5UvHBaNpf
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Daniel S. Loeb @DanielSLoebz1
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Karen @lethkaren14
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Daniel S. Loeb @DanielSLoab1
75 Followers 2K Following Investment analyst at Third Point LLC since 1995. F crypto enthusiast.
William Green @WilliamGreen72
40K Followers 5K Following Author, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life." Available at https://t.co/7842Q0Vv1B
Tonja Leach @TonjaQUEST
4K Followers 3K Following Executive Director @QUESTCanada, 🇨🇦 advocate #Sustainability #SmartCities #Netzero #Climateaction
Paul Graham @paulg
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Irene García Pérez @irenegperez
2K Followers 3K Following Russian bonds, corporate doom & gloom and sports financing for @business. RT≠ endorsement. Views my own. Tips at [email protected] LSE/UPF/UCSB alumna
Tom Graff🔸 @tdgraff
7K Followers 573 Following Chief Investment Officer @join_facet. Followers should expect fairly boring and nuanced takes. Hopefully informative, but no promises.
Peachy Keenan @KeenanPeachy
61K Followers 2K Following "America's most beloved authoress"-TheBlaze. "Trad wife in the model of Mrs. Rudolf Hess"-Podhoretz. Husbosexual. Wife nationalist. Substack: https://t.co/aptNEsrBvZ
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Philippe Laffont @plaffont
37K Followers 588 Following Investor, founder of Coatue Management, from seed to public, lifecycle investing, 7 year predictions. Anything outdoors. No investment advice. Views are my own.
Federal Reserve @federalreserve
1.2M Followers 29 Following The official Twitter channel of the Board of Governors of the Federal Reserve System. Privacy Policy: http://t.co/pbRRCfwyou
Bank of Canada @bankofcanada
246K Followers 40 Following Canada’s central bank. Promoting your economic and financial welfare. Working to keep inflation low. Terms: https://t.co/31DkFJUS26 En français: @banqueducanada
boaz weinstein @boazweinstein
43K Followers 912 Following Boaz Weinstein is the founder of Saba Capital Management.
BNN Bloomberg @BNNBloomberg
133K Followers 57 Following Canada's top destination for breaking business news and analysis. 🎧 Subscribe to the Market Call podcast here: https://t.co/9k6G96UNjT
Tom Cardoso @tom_cardoso
3K Followers 1K Following Investigative reporter with @globeandmail. Email: [email protected]
Daily Dose of Philoso.. @PhilosophyDose_
398K Followers 0 Following Philosophy, Psychology, and Motivational Quotes ♦ Follow and Get Inspired Daily
Connor Haley @AltaFoxCapital
44K Followers 1K Following Long-term focused investment firm out of Fort Worth, TX. https://t.co/MxZR00Yvgf
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Dalius - Special Situ.. @InvestSpecial
25K Followers 219 Following Event-driven trades and special situation investments. All my picks are posted on https://t.co/YyZdX4ZhPY. Tracking portfolio: +640% since 2017.
Boring_Business @BoringBiz_
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Compounding Quality @QCompounding
367K Followers 355 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.
Special Situations �.. @SpecialSitsNews
105K Followers 1K Following Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRx
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TD Leaker @TdLeaker
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Restructuring__ @Restructuring__
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Dirty Texas Hedge @HedgeDirty
19K Followers 343 Following Just here to say things which are true but too unprofessional to put my name on #EFT "I've been ballin' since we had to take the TAAS test" - Lil Flip
Advent Capital Manage.. @AdventCapital_
253 Followers 427 Following A leading fundamental credit manager focused on convertibles and high yield. Social media disclosure: https://t.co/FwN0J1fOUO
Genevieve Roch-Decter.. @GRDecter
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FS @farnamstreet
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Layan Odeh ليان �.. @Layanmazenodeh
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I know people who have dropped 20+ pounds doing: · Sleeping 8 hours/day · Lifting 3x times a week · Drinking 3 liters of water/day · Getting 90% of their calories from whole foods Do yourself a favor & treat this as a lifestyle. You'll be surprised at how fit you get.
Don’t go backwards into habits and situations you’ve outgrown. You’re propelling forward for a reason.
I spent 7 years in science and if you want to think well, read classic literature and write every day. Trust me: STEM is overrated.
How to reinvent yourself pretty quickly: 1. Map out your ideal future in detail 2. Drown yourself in internet knowledge 3. Learn to be comfortable with being uncomfortable Resist the urge to retreat to your old comfortable ways.
Most people think anxiety can be controlled through sheer willpower. Wrong. I've spent 1,000's of hours in clinical training as a therapist. Here’s the #1 best method for navigating anxiety (without having to pay for therapy):
There's really no trait more indicative of success than being chill. You just don't take yourself that seriously This doesn't mean you're not a dog. Rather you genuinely like who you are. Allows you to know what to care about. All starts from this internal source You never get…
People love to compare HY spreads to historical levels but don’t appreciate that senior secured bonds are now 32%of the HY index, near record highs. Issuance is 47% of total YTD vs 11% in '00-'08 & 38% last 6 yrs. Demand for safety persists. #SecuredBonds
@iancassel Einhorn always used to teach this. It's like playing an endless game of poker - you never know which card is going to fall on the table... philoinvestor.com/p/investing-is…
You can’t say “I’m going to hold this stock for 5-10-20 years”. You can't predict the future. No, you are going to hold it as long as management executes. It could be 3 months or 30 years. Most companies will only deserve to be rented. Ownership is earned. microcapclub.com/conviction-inv…
1/ I spent the past two days studying young Michael Burry. Not the older one. Here are some things young Michael Burry said about various subjects.
Being a nerd is a very solid way to escape poverty. Like literally.
If I’ve had a bad day (performance), I can still think clearly but it feels awful. You need to do something to get those negative chemicals out of your body and reset your emotional systems. Best way I know to do this is to do cardio and get your heart rate to 80% of max for 20m
@waterboycap @ClarkSquareCap Find your own niche, create your own style. Learn with no guard rails and drink through the firehose. Spend years making your process repeatable and unique. The climb is ugly.
“Poker, which is always situated right next to the horse racing area. The reason that you can win at poker and horse racing is the same – you are not betting against the house; you are betting against the other players. This is such a crucial and fundamental difference, and it is…
PS/ Meanwhile here are my two favorite books about growth investing. The first is obvious. The second one is a total gem and maybe my favorite investing book of all time. Mindset by C. Dweck Engines that move markets by A. Nairn
Microcap is a great place to start as a stock picker. No analysts/No institutions means you must do the work. You must do your own independent research and form your own independent conviction. Institutional research/opinions aren't spoon-fed to you like you're a child. This…
Mgmt when I ask them if they moved assets to an unrestricted sub:
$NVDA & THE POWER OF THE "SECOND DERIVATIVE" As stock pickers, we are advised to identify stocks that trade at a price-value gap. To repeatedly buy stocks below their intrinsic value. Certainly that seems like prudent advice. Who wouldn't want to buy a dollar bill for 75 cents?…
If you want to beat your competitors, start by doing the work none of them are willing to do.
@vanyaix “You suffer, you say, because the people closest to you are distant: this shows that your world is beginning to grow vast. And if what’s near you is far, then how enormous your whole extent is, reaching all the way up to the stars.”
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