Sharing lessons and learnings on both investing and personal growth. Building three oceanfront golf courses in Chile. It’s all perfectly designed for me.ochocapital.com Austin, TXJoined December 2014
A 🧵 on some lessons of GOATness by Caitlin Clark and @KingJames
The best player often doesn't win, which makes the overly simplistic measure of total championships (or record in the finals) highly overrated.
A 🧵 on some lessons of GOATness by Caitlin Clark and @KingJames
The best player often doesn't win, which makes the overly simplistic measure of total championships (or record in the finals) highly overrated.
He has repeatedly demonstrated that he has a greater impact than anyone in history on the number of games his team wins.
We are all witnesses to the GOAT, @KingJames
LeBron has taken 3 different franchises from nothing to a championship (which has never been done before).
He will finish #1 all-time in points and top 3-4 in assists (the next highest assist rank is #33 for a player among the top 15 scorers).
A 🧵 on some lessons of GOATness by Caitlin Clark and @KingJames
The best player often doesn't win, which makes the overly simplistic measure of total championships (or record in the finals) highly overrated.
@anthonyzenkus Is the quality of life better or worse in countries with zero/very few billionaires versus those with the most billionaires?
How do you explain that, over time, we have seen an increase in billionaires while also seeing a decline in global hunger and disease?
Why do most marriages end up in divorce or cold war? Why do most businesses die from suicide and not homicide? Why do we struggle to form and maintain life-long friendships? Why has there been a dramatic rise in anxiety, depression, and deaths of despair?
Alain de Botton explains:
@DavidSacks Yes, and should all banks pay a fee for unlimited deposit insurance? The concept makes complete sense, and I’m not sure why that valuable protection would be granted at no cost to corporations and wealthy individuals.
Of course, this solution cannot be fully implemented before the markets open tomorrow morning.
But perhaps we can learn from this situation and apply some of the lessons to make the system stronger and fairer for all participants going forward.
Having $SIVB's depositors incur up to a 20% haircut, but not endure the long wait of a receivership process, would mean:
a) $SIVB's depositors don't go out of business simply for being uniformed
b) a clear message is sent to only hold deposits at banks with this insurance.
Not all bank runs are created equal: the critical difference between a fatal and non-fatal bank run.
Also, a couple of potential solutions to the $SIVB problem that could be a middle ground between full bailout and risking widespread contagion.
🧵
17K Followers 2K FollowingBecause I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
58K Followers 4K FollowingCompleted my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU.
Now building an exceptional analyst training firm.
DMs open!
15K Followers 915 FollowingInvestor - often wrong. Linear thinker - can’t see around corners. Cynical and skeptical. Libertarian leaning. Tar Heel. Trying to be better disciple.
33K Followers 3K FollowingGlobal investor. I publish in-depth research on under-the-radar stocks and special situations. https://t.co/gSuNfoKeyR | https://t.co/4I0vL2hgLj
276 Followers 7K FollowingActivist short selling focused on frauds and promotes. Presume all tweets reflect short positions and biased opinion. Verify independently. Not inv advice.
402 Followers 6K FollowingNo Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"
13K Followers 2K FollowingSwedish global deep value investor. Building a portfolio of the best nano- to smallcaps I can find. Looking all over the world, but only invests in democracies.
217 Followers 2K FollowingStockQuakes is an AI-powered tool that analyzes over 5000 stocks daily to find investment opportunities.
Newsletter: https://t.co/VIHwNUM7Ik
125K Followers 794 FollowingI shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection.
https://t.co/NuC25VaSff
58K Followers 4K FollowingCompleted my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU.
Now building an exceptional analyst training firm.
DMs open!
112K Followers 2K FollowingWriter | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
67K Followers 846 Following"That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”
26K Followers 588 FollowingPeople-centric investing. Unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing" (Marathon AM)
15K Followers 915 FollowingInvestor - often wrong. Linear thinker - can’t see around corners. Cynical and skeptical. Libertarian leaning. Tar Heel. Trying to be better disciple.
365K Followers 201 FollowingLive-posting as a reporter embedded in history. Curated by @MannyMarotta. Companion to @25YearsAgoLive, @50YearsAgoLive, and @100YearsAgoLive. DM for business.
245K Followers 3K FollowingHusband to @MrsDanielleGill, Father to Marigold and Winston. US Congressman from Texas’ 26th Congressional District. Personal account.
147K Followers 2K FollowingSenior Writer for The Athletic covering Timberwolves/NBA and Vikings. | [email protected] | The Jon Krawczynski Show: https://t.co/3MzjTDOb7y
126K Followers 500 FollowingExploring how to live with character, purpose, and style in the modern world. Reflections on culture, etiquette, adventure, and timeless values.
19K Followers 412 FollowingTech investor for ~25 years. Ran large hedge fund for 10 of those. Here to help. Not investment advice. I never reach out to sell ANYTHING.
56K Followers 5K FollowingNFL Historian • Videos are telecasts, broadcasts, and productions of NFL Films. I don't claim ownership. Intended for historical and educational purposes only
4K Followers 88 FollowingFor the hungry people, by the hungry people. Send me your pics with #bellysourcing! Hosted by @HousefromDC on the @ringer podcast network.
32K Followers 363 FollowingI’m interested in post bankruptcy, NAV, and undervalued micro and nano cap stocks. Margin of safety over everything. I write about cheap stocks.
11K Followers 32 FollowingThe Real Eisman Playbook is your front-row seat to the insights, strategies, and perspectives of legendary 'Big Short' investor Steve Eisman.
17K Followers 1K FollowingI write a concise small/micro cap focused newsletter for (mostly) professional investors. Deep value, GARP, special situations. Join my list below:
83K Followers 1K FollowingFOLLOW for the best stats, updates, news about LeBron & the 76ers/Lakers. Not affiliated with LeBron. SUBSCRIBE to my page and download the @StatMuse app today.
43K Followers 37 FollowingHNWI multi-family office focused on high-quality assets at attractive valuations (public businesses, luxury real estate development and alternative lending).
2K Followers 2K FollowingGo Browns, Go Guards, Go Cavs, Go Lakers. LeBron is the greatest American athlete of all time other than Muhammad Ali. Y’all not ready for the documentary.
4K Followers 169 FollowingData over Mythology. Applying the GOAT debate rules / thresholds created by NBA fans to players of all eras. Long strings are at @mythnixstrings
12K Followers 317 FollowingWe publish research reports in the public interest. Not investment advice.
Our social media manager is dyslexic.
Disclaimer: https://t.co/O3NxrXlqpQ