The Idea Farm @TheIdeaFarm
Investment research service led by @MebFaber 📩 Newsletter: https://t.co/YGoVjjHIMj 🎙️ Podcast: https://t.co/qD32TsE3uV 📺 YouTube: https://t.co/VrojlwvREM… theideafarm.com Joined August 2012-
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"Robinhood customers traded about 119 million options contracts in February, a monthly record in the company’s disclosures going back to January 2021." @hannahmiao_ wsj.com/finance/stocks…
New podcast with @GMOInsights' Catherine LeGraw! She explains why this is “the best relative asset allocation opportunity we’ve seen in 35 years.” youtu.be/BbzXoOVFlfE
Ken French: Five Things I Know About Investing Legendary finance professor Ken French shared the five things he knows about investing. 1. Risk is uncertainty about lifetime consumption "...think about risk holistically. How will a potential investment vary with your existing…
"How many years will it take to know that someone has skill to cover [trading] costs, expenses and fees? I'm looking for an expected t-statistic of two. I just want to be outside the standard of error. In this particular case, the answer is 64 years." youtube.com/clip/UgkxNLNYJ…
Meb shares his take on why markets trend @Downtown @michaelbatnick youtube.com/watch?v=ZWKUba…
This chart from @bespokeinvest may surprise people Coming into today, technology had the fewest stocks trading above their 50-day moving averages at just 9.2%, while Utilities had 100% of stocks above their 50-DMAs.
. @InvestAmerica24 is an idea to help bridge the wealth gap in the U.S. @Downtown @michaelbatnick youtube.com/watch?v=ZWKUba…
“If someone’s gonna consume alpha, someone has to supply alpha.” Love this 😊 Good listen w/ @CliffordAsness @MebFaber podcasts.apple.com/us/podcast/the…
So much wisdom from Ken French on personal investing. About the most sensible summary I’ve ever heard. podcasts.apple.com/us/podcast/the…
“...You shouldn't expect to make money without bearing risk, but you shouldn't expect to make money just for taking risk. You have to sacrifice certainty, but it has to be done skillfully and intelligently, and with emotion under control.” oaktreecapital.com/insights/memo/…
Good stuff.
New podcast with Professor Ken French! We cover: - Long-term investing - Global market portfolio - Disagreements with Prof. Fama - Stock buybacks - Mag7 stocks Sponsored by @invest10east youtu.be/B_OoCxIef9w
🚨 Tomorrow on The Meb Faber Show Podcast 🚨 Legendary Professor Ken French
Quarterly CAPE Ratio Updates from @TheIdeaFarm Median CAPE Ratio: 16 25% cheapest: 11 25% most expensive: 27 Average of Foreign Developed: 20 Average of Foreign Emerging: 15 #cape #valuations
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
Corey Hoffstein 🏴�.. @choffstein
66K Followers 1K Following CEO & CIO (Newfound Research) | 🥞 Return Stacking | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
Kuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Wes Gray 🇺🇸 @alphaarchitect
47K Followers 4K Following Marine. Ph.D. Dad x3. Blog/Education/Indexes/Tools: https://t.co/uYiYwqvK7J ETFs: https://t.co/D8FDBnV76Z White Label ETFs: https://t.co/gGlhaJsd2B Grateful: #USMC #MFTF
Christopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Tobias Carlisle @Greenbackd
66K Followers 2K Following PM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ).
Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Cullen Roche @cullenroche
89K Followers 2K Following Helping people make smarter & more disciplined decisions with their money. | Founder & CIO @disciplinefunds 📊 | Author @pragcap 📖| PM of $DSCF 💰
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Warren Pies @WarrenPies
38K Followers 2K Following Founder @3F_Research...Formerly with Ned Davis Research, Recovering Attorney (step 4), Highlighting when I'm rt...downplaying when I'm wrong.
Bespoke @bespokeinvest
206K Followers 905 Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66O
Adam Butler @GestaltU
14K Followers 2K Following CIO of ReSolve Asset Management. Tweets and/or views do not represent ReSolve’s investment positioning.
John P. Hussman, Ph.D.. @hussmanjp
89K Followers 836 Following Philanthropist. Finance, economics, public policy, neuroscience, genomics, and a 6-string. Realistic optimist often mistaken for prophet of doom.
Nomadic Samuel @NomadicSamuel
26K Followers 349 Following Travel Blogger. Amateur Investor. YouTube Partner in crime w/ @ThatBackpacker: (English) https://t.co/48Nr8aIdCc + (Spanish) https://t.co/ALWcbZNskY Not Advice 🚫
Phil Bak 🎩 @philbak1
26K Followers 4K Following ceo armada: quant reit investing. narratives drive flows. weekends are for memes. ✌️
3Fourteen Research @3F_Research
18K Followers 79 Following The next generation of investment research.
Charlie @C_apple4
91 Followers 598 Following
R @RyGuyPennState
156 Followers 686 Following
Kyle Arganbright @theSandhiller
251 Followers 844 Following Community Banker, Part-Time Mayor, Weekend Rancher, Craft Beer Pusher, Full-Time Thinker.
nicholaspelchat @NicholasPelchat
47 Followers 20 Following
Zarina Ivanova @zzzzzarooo
0 Followers 13 Following
Joseph F. Danajovits @JoeDanajovits
7 Followers 39 Following Information Technology Professional - MBA, PMP, MCSE, ITIL
DC @Jowax2Dan
201 Followers 590 Following Regular guy who likes watching the domestic and global markets. I took those photographs.
David Dziekanski @DavidDziekanski
1K Followers 928 Following
TL @TL87621716
168 Followers 363 Following Gallaher modeled the HIV spike. He & Garry did the same with SARS. That same year, he created the First FDA approved fusion inhibitor, Fuzeon.
t2lb8d2do9epe1m @314upxfgqzf4it
4 Followers 118 Following
Mike @MMYams
5 Followers 41 Following
PrimeBook8x5 @__ace007__
390 Followers 3K Following Market-momentum gambler(TM), PhD natural sciences, X-Citadel, X-Jump, All opinions not my own, data maybe inaccurate, predictions to 4 standard deviations.
George Robertson @BickerinBrattle
10K Followers 2K Following Expert in fixed income, equity, and derivatives of both. Started at "Liars Poker" Salomon, last job as head of long duration (US Treasurys) for Morgan Stanley.
Geoff Richards @GeoffRicha45617
42 Followers 116 Following
Matt Zeigler @CultishCreative
1K Followers 2K Following Personal Archive advocate | write | speak | advise | YouTube | husband | and lots of music-related nerdery. All links below. "You know what love is."
Bertrand Darnault @DarnBert
397 Followers 3K Following Building 1st-class tools for secondhand ♻️ xHulu video platform engineering lead 📺 #Bitcoin realist & stablecoin maxi 🪙 Waterman of many planing surfaces 🌊
Greg Collett @Collettos_Way
625 Followers 714 Following Proprieter of The Gin Montgomery. The East Side’s Local Hang. Instagram: @theginmontgomery
Ray Micaletti @RelSentTech
1K Followers 406 Following CIO, Relative Sentiment Technologies | Examining the forces that move markets | Free weekly updates: https://t.co/9AzflLA3VQ | Not investment advice
Moritz Carthaus @MCarthaus
30 Followers 216 Following
Rajashekhar @Rajussn
105 Followers 134 Following
Kathleen_M @Mannophone
59 Followers 2K Following Institutional Investor & Governance Leader, adding Tech, Cybersecurity & FinTech. Mom, Tennis Player, Jazz Lover
Steve Wilson @SalesQBWilson1
518 Followers 2K Following President, Sales Performance Group, Fractional Sales - Operational Management, Former Tier-One CEO
josephpearce @Topsecret008
88 Followers 863 Following
Majella @sephmore5
137 Followers 1K Following Econ70 / Concierge / Custodes / Diogenes/ Advisory / Investments / Developer / Horsemen / Murray Hill, NYC
Muhammad Amjad @cfafrmcaiaprm
218 Followers 980 Following
Anthony Ives @AnthonyIves
247 Followers 90 Following
Krishna Lohia @krishnalohiaaa
1K Followers 551 Following @zerodhaonline. startups, movies, books, fitness.
Michael @carpediemlife
2 Followers 365 Following
Bhuvan @bebhuvan
2K Followers 1K Following Doing time pass @zerodhaonline @coinbyzerodha. I've been known to accidentally do some work, although mostly accidentally. https://t.co/kE9hubTWOR
Nahid khandaker @khandaker75781
0 Followers 32 Following
dferrauti @dferrauti
3 Followers 151 Following
Hesperian Wealth @HesperianWealth
82 Followers 176 Following We help clients draft a blueprint for their financial future and make a real impact on the world. https://t.co/UOLRrGm57C
Nesja @Nesjamag
197 Followers 164 Following Not born into money, but I'm very frugal and invest to make up. Buy and hold. Mostly searching for deep value. Fundamentals only. Non-standard background. Gl hf
Michał Nowak @nowakson
30 Followers 231 Following
Sergio Grinceri @SergioGrinceri
82 Followers 701 Following
Adrian @joniwim
7 Followers 174 Following
Roland M. Mueller @rmmueller
194 Followers 1K Following Professor of Information Systems, esp. Business Intelligence at the Berlin School of Economics and Law (BSEL)
B Delany @MrBDelany
7 Followers 496 Following
Garlam Zösz @mi49874113
60 Followers 374 Following
Bogie @cavdad13
38 Followers 90 Following
Michael Kohler @MichaelKoh46881
146 Followers 36 Following
S @sky_bennett9
30 Followers 295 Following
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
Clifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
Jim Bianco @biancoresearch
394K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Corey Hoffstein 🏴�.. @choffstein
66K Followers 1K Following CEO & CIO (Newfound Research) | 🥞 Return Stacking | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
Michael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
Morgan Housel @morganhousel
520K Followers 701 Following @collabfund The Psychology of Money: https://t.co/Q2XICE6VhE Same As Ever: https://t.co/1HOKjvZAcU Director at Markel Group
Kuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Ben Carlson @awealthofcs
255K Followers 715 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
Ben Hunt @EpsilonTheory
167K Followers 2K Following Hope has two beautiful daughters - Anger and Courage. Anger at the way things are, and Courage to see that they do not remain as they are. - St. Augustine
Wes Gray 🇺🇸 @alphaarchitect
47K Followers 4K Following Marine. Ph.D. Dad x3. Blog/Education/Indexes/Tools: https://t.co/uYiYwqvK7J ETFs: https://t.co/D8FDBnV76Z White Label ETFs: https://t.co/gGlhaJsd2B Grateful: #USMC #MFTF
Marc Cohodes @AlderLaneEggs
174K Followers 681 Following No 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"
Barry Ritholtz @Ritholtz
220K Followers 3K Following Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive Dissonance
Liz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Christopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
Helene Meisler @hmeisler
222K Followers 584 Following I write a daily column for https://t.co/fJn7HoZLAq on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Tobias Carlisle @Greenbackd
66K Followers 2K Following PM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ).
Richard Brennan @RichB118
4K Followers 368 Following East Coast Capital Management (ECCM) https://t.co/ZnWl84jasv
Alvin Atwater, Author.. @Alvin_Atwater
2K Followers 826 Following Author of the Rise of the Cheat Potion Maker series. Progression Fantasy/Cultivation, LitRPG, Urban, Epic, humor.
Matt @Terravoir
334 Followers 1K Following Work for a US RE credit debt fund and convinced them to let me invest in UK. Circle of competence is miniscule (Dear CFAI, I paid your greedy dues)
Gunwale Capital @GunwaleCap
845 Followers 805 Following Not investment advice, views my own, generalist global l/s, cross cap structure. also, not going to have a US recession
Invest America @InvestAmerica24
3K Followers 99 Following Because every child deserves to share in the upside of America.
Hideyo Oosawa @HideyoOosawa
135 Followers 647 Following Retweeting Good Stock Pickers on Twitter. Banner shows my TTM 2024Q1 performance. I still do not know how markets work.
Augusto César Rodrig.. @augustocsr77
496 Followers 290 Following Sócio Guadua Capital | CGA | Advogado | LL.M. Columbia Law | Columbia Ventures Brazil
Shawn DeOliveira @ShawnDeOliveira
9 Followers 176 Following
Victor Jones @victorJ0NES
12K Followers 1K Following Incentive dictates outcome. Talking head. I like to trade. Consensus is the least profitable opinion. Undefeated @ tic-tac-toe. Know less each day. Father 2x.
marcow @marcow_io
85 Followers 163 Following
Allen Gibson, CFP®, .. @algbsn
63 Followers 472 Following Gibson Wealth Advisors, LLC Registered Investment Advisory Firm Planning, not predictions or products
Saul Marquez @PositivelySaul
1K Followers 4K Following Partner @ https://t.co/OVIQ0CROLv l Travel l Health & Fitness l Food l Animals
Quad/Vasp Addict @DataProbability
1K Followers 4K Following #HedgeyeJediKnight; Registered Investment Advisor; Using Hedgeye Investment Research to invest for clients. Nothing I say on Twitter is Investment Advice.
David Dziekanski @DavidDziekanski
1K Followers 928 Following
Garett Jones @GarettJones
20K Followers 687 Following Macroeconomist at George Mason University. Chief Economist at @bluechip_org. Former Capitol Hill staffer.
Eric McArdle @EMcArdleInvest
2K Followers 2K Following Finding balance. Simplifying the complex. Opinions are my own. Definitely not investment advice.
sarah wood gonzález @sarah___wood
3K Followers 3K Following words in @nytimes, @vogue, @cntraveler, @thecut, @refinery29, @archdigest,@npr, @abc https://t.co/zwc85Rk7Ro Prev: @GoldmanSachs, @Shinola
Phil DeMuth @PhilDeMuth
849 Followers 201 Following Financial advisor trying to save a dime on his clients' taxes. Author of The Overtaxed Investor: Slash Your Tax Bill & Be a Tax Alpha Dog..
Dylan Grice @dylangrice
18K Followers 382 Following Ideologically amorphous blob. Suffering Evertonian. Co-founder of Calderwood Capital
Jamie Halse🇳🇿�.. @JamieHalse
3K Followers 649 Following Former Japan equities fund manager and global consumer fund manager. Tweets are not recommendations.
Artur Sepp: Systemati.. @ArturSepp
8K Followers 438 Following All views systematic https://t.co/hz2IJAhW7R. Quant of the Year by Risk Magazine: https://t.co/YFnYNK11yt
Jack Farchy @jfarchy
19K Followers 3K Following Senior Reporter for Energy and Commodities at Bloomberg News. Co-author of The World for Sale: https://t.co/EV8tueLP9v
Ben Foldy (he/him) @BenFoldy
3K Followers 5K Following Financial investigations @WSJ. @newmarkjschool alum. Sometimes podcast host (Bad Bets 2). Tips to [email protected] or [email protected], Signal: 313-330-4323
Bob Henderson @QuixoteBob
1K Followers 716 Following Former energy options trader and derivatives quant now reporting on markets for the Wall Street Journal; [email protected], signal 347-559-2595.
John Alberg @JohnAlberg
1K Followers 377 Following Co-founder of Euclidean Technologies, an investment firm that applies machine learning to value investing. Machine learning, investing & software development.
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Nicolas Rabener @Finominally
3K Followers 269 Following Drive your investment success with intelligent analytics Subscribe to our free research here. https://t.co/xWVUjpPZsh
Jolly George @DumpsterCapital
200 Followers 529 Following All for ourselves, and nothing for other people, seems, in every age of the world, to have been the vile maxim of the masters of mankind. — Smith
Ray Micaletti @RelSentTech
1K Followers 406 Following CIO, Relative Sentiment Technologies | Examining the forces that move markets | Free weekly updates: https://t.co/9AzflLA3VQ | Not investment advice
Gary @Liquidity_Taker
194 Followers 178 Following 📊 “big money was not in individual fluctuations but in the main movements that is, not reading the tape but in sizing up the entire market and its trend” 📈
MuddyWatersResearch @muddywatersre
240K Followers 816 Following Activist short seller, skeptic, First Amendment advocate, foot soldier in the Global War to Defend Truth
Sven Henrich @NorthmanTrader
472K Followers 38 Following Founder: NorthmanTrader. Financial Market Strategist. Macro & Technical Analysis. Keeping it real. To subscribe: https://t.co/rmRFFvMRaH…
Samantha McLemore @SamanthaMcLemor
3K Followers 392 Following Founder @PatientCM, Value Investor, Student of markets and life, Mom of 3
Spencer Hakimian @SpencerHakimian
2K Followers 246 Following Founder of Tolou Capital Management. Global macro, market neutral, risk optimization. Aiming for positive real returns in all climates. Not investment advice.
Elliot Dodson @ElliotDodson
448 Followers 1K Following
Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 898 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcast
Kuppy's Korner @kuppyskorner
26K Followers 1 Following My name is Harris Kupperman but everyone calls me Kuppy. I manage @praetoriancap and this is our official blog...
Einhorn Collaborative @einhorncollab
3K Followers 402 Following We are addressing America’s growing crisis of connection. Join us to see our humanity in a new light. Subscribe to our monthly newsletter: https://t.co/smW4mndAt2
Calderwood Capital @calderwoodcap
2K Followers 83 Following Investors in niche, complex and highly orthogonal hedge fund strategies. Join our mailing list: https://t.co/DAVl3ZzmQq
Barry Sternlicht @b_sternlicht
1K Followers 105 Following Co-founder and CEO of private equity/real estate investment fund, Starwood Capital Group
Rudy Havenstein, Seni.. @RudyHavenstein
111K Followers 1K Following He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. Shaw
Josh Russell 🇺🇸.. @wjruss84
1K Followers 624 Following Quant, diver, endurance junkie, rare neurogenetic disease dad (HPRT1). Leadville Trail Run survivor. Tweets are not endorsements or investment advice.New podcast with @GMOInsights' Catherine LeGraw! She explains why this is “the best relative asset allocation opportunity we’ve seen in 35 years.” youtu.be/BbzXoOVFlfE
"How many years will it take to know that someone has skill to cover [trading] costs, expenses and fees? I'm looking for an expected t-statistic of two. I just want to be outside the standard of error. In this particular case, the answer is 64 years." youtube.com/clip/UgkxNLNYJ…
Good stuff.
Prof. Ken French argues that all of the true and persistent alpha that is earned by the assets manager goes to the manager, The argument is that the ability to generate alpha is a scarce resource and money is not. I think there is a lot of truth to this. However, I would argue…
A fantastic lecture by Russell Napier at the Library of Mistakes in Lausanne @EdinburghLoM Twenty One Lessons from Financial History for the Way We Live Now youtu.be/S5NA0nS2o-8?fe… via @YouTube
The @TheIdeaFarm follows No Idea Elliot - Okay🥸
New podcast with Professor Ken French! We cover: - Long-term investing - Global market portfolio - Disagreements with Prof. Fama - Stock buybacks - Mag7 stocks Sponsored by @invest10east youtu.be/B_OoCxIef9w
Want a simple way to beat the S&P 500 by 0.2% - 0.3% per year in about 57% of all years? Just exclude the top stock. Or, better yet, exclude the top 10! #magnificent7 via @NDR_Research
Some additional resources on the topic via @RA_Insights : papers.ssrn.com/sol3/papers.cf… and mebfaber.com/2016/09/07/epi… and researchaffiliates.com/publications/a…
Jony Ive explains why curiosity is fundamental to creating “Being truly open, inquisitive, and curious has become the very basis for all that I do now and how I think. Having a genuine relish for being surprised and for learning is fundamental to creating.” However, in…
“You always have to play the game going forward. But it’s really hard to make an ex-ante argument why you would want to have all your money in the asset that has gotten much richer than anything else.” -@CliffordAsness Full episode: youtu.be/2IcqcATSyss
@TheIdeaFarm What's frustrating is that I can't read the book titles on the shelf...
Drawdowns are inevitable, even with the best companies: "Apple has created ~$2.7 trillion in wealth from its IPO in 1981 to the end of 2022, more than any other company. During that same time period, Apple suffered three drawdowns of 70% or more." h/t @TheIdeaFarm Happy Easter!…
New podcast with Nevada PERS CIO, Steve Edmundson! NVPERS has 2 employees, manages $62 billion for 13bps & is 100% indexed across all publicly traded assets (for 1bp) 📽️ YouTube: youtu.be/RyI9x0bPYns 🍎 Apple: podcasts.apple.com/us/podcast/the… 📜 Show Notes: mebfaber.com/2024/03/29/ste…
This episode is already one of our most downloaded episodes to date! Don't miss @ttmygh & @Peter_Atwater 👉 youtu.be/ha3bxwEYFeE
@TheIdeaFarm @fortworthchris @b_sternlicht @Jason @daveclark85 @aeberman12 🙏 for the shout!
I've seen a few threads recently about the power law in venture capital and what this means for individual company returns. We looked at our data on 11,350 companies backed by 259 funds from 1986 to 2018. /1
Could there be a generational shift across leadership coming? Here's @Peter_Atwater's take
Greatness comes from suffering — have truer words ever been spoken?
Great call ---> Loved this Mike Wilson interview on @OnTheTapePod with @RiskReversal @GuyAdami and @dmoses34
🎙️ Investing Podcasts of the Week 🎙️ @DWeisburd w/ @msuster, @Samirkaji, & @Jason on the state of VC podcast.liquiditypod.com/episodes/K8QAu… @GuyAdami, @RiskReversal & @dmoses34 w/ Mike Wilson on the markets riskreversal.com/if-you-leave-u… @WilliamGreen72 w/ Bruce Berkowitz theinvestorspodcast.com/richer-wiser-h…
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