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"The Art of Stock Picking" is the best speech that Charlie Munger ever gave. He explains how an investor can beat the stock market. The 20-page transcript is a treasure trove and a must-read for all. Today, we're sharing the key points and the full speech:
"In a first-ever human clinical trial of four adult patients, an mRNA cancer vaccine developed at the University of Florida quickly reprogrammed the immune system to attack glioblastoma, the most aggressive and lethal brain tumor." medicalxpress.com/news/2024-05-m…
Greg Abel reciting business economics of a randomly brought up company (TTI) is quite impressive. #BRK
Looks like arbitrage didn’t originate in 1980s…
Looks like arbitrage didn’t originate in 1980s…
ALEX PEREIRA KNOCKS JAMAHAL HILL OUT COLD AFTER WAVING HERB OFF #UFC300 x.com/henry_bobgray/…
The best book on management/leadership I’ve ever read: no-nonsense, no cliches, no fortune-cookie quotes, no fluff — all to the point. Not necessarily the leadership style I like, but still a fantastic book, which made me reread certain paragraphs several times.
Today while testing @AnthropicAI 's new model Claude 3 Opus I witnessed something so astonishing it genuinely felt like a miracle. Hate to sound clickbaity, but this is really what it felt like. Important context: I've been working on NLP for my mother tongue - the Circassian…
Ok, I’m slowly getting nervous about this thing everyone has been talking about…
Ok, I’m slowly getting nervous about this thing everyone has been talking about…
AI use case: it applies to 50 companies based on your qualifications, goes through all rounds of interviews, and texts you the starting date of your employment.
The 30 most in-demand startup secondary shares in Q4 '23 (per Setter) - SpaceX still #1 - Klarna jumps 11 spots to #5 overall - Discord climbs to 7th overall (the @nikitabier effect) - A few crypto names showing up again - Gusto makes first appearance in long time
Imagine spending 7 years researching and writing a book, just to see AI-generated summary books to be created the day you published your work (and sold for half of your price). And there is little you can do about it.
@petergyang If Zoom automatically ended the call after 20 minutes and/or capped the room at 7 people, we'd have a Dyson sphere by Christmas.
Academics: Markets are efficient-they incorporate all available information in price. Markets after the Fed does what it’s been saying it will do all along:
Over the past 3 years: 1. FANG turned into FAANG, 2. FinTwitter announced Netflix is not even a “tech” company (rather telecom) 3. FinTwitter announced that Facebook/Meta has no moat (#2 and #3 after the stock prices collapsed, of course) 4. Invention of Magnificient 7 🤷♂️
Maxfield on Banks @MaxfieldOnBanks
18K Followers 965 Following banking and leadership / "the best newsletter in banking" / see link below for my workValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5HBill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.Dave Kellogg @Kellblog
23K Followers 6K Following EIR at Balderton Capital, principal at Dave Kellogg Consulting, and author of Kellblog. See FAQ for disclaimers. RT != endorsement.てらじまあつこ @terajimaat58916
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2 Followers 244 FollowingBecky @Farewellopxx
981 Followers 943 Following The financial markets are always about experience in order to gain money and money in order to profit from experience.#btc#eht#solRebeccaPiers @7ikQtj9ig0Nf1c
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5 Followers 291 FollowingTeythoyt @TeythoytFtVV
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5 Followers 416 FollowingLacresha Kuhne @LacreshaK89030
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1 Followers 446 FollowingEve Dennis @EveDenni
98 Followers 5K FollowingTheshet @Theshet277764
2 Followers 336 FollowingYolonda Kobylarczyk @YolondaYolon
45 Followers 5K FollowingShetead @shetead49779
31 Followers 2K FollowingDr. Parik Patel, BA, .. @ParikPatelCFA
631K Followers 991 Following Aswath Damodaran 🙏🏾 Dhandho Investor Chapter 3:4 🐂 | God first, full employment second 😤 | Investor @SamosaCapital | Subscribe to my newsletter 👇🏾Maxfield on Banks @MaxfieldOnBanks
18K Followers 965 Following banking and leadership / "the best newsletter in banking" / see link below for my workDave 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/2ryxQtceTvMarc Andreessen 🇺�.. @pmarca
1.4M Followers 24K Following Techno-optimist. E/acc. Technology brother. Move Fast and Make Things. p(Doom) = 0; p(“1984”) = not 0.Brandon Beylo @marketplunger1
74K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQINassim Nicholas Taleb @nntaleb
1.0M Followers 2K Following Flaneur: probability (philosophy), probability (mathematics), probability (real life),Phoenician wine, deadlifts & dead languages. Greco-Levantine.Canaan. #RWRIValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5HDare Obasanjo🐀 @Carnage4Life
150K Followers 1K Following Opinions about product management, technology news and inclusivity in tech. Diversity is about demographics, inclusion is about creating a sense of belonging.Morgan Housel @morganhousel
521K Followers 702 Following @collabfund The Psychology of Money: https://t.co/Q2XICE6VhE Same As Ever: https://t.co/1HOKjvZAcU Director at Markel Group🥦 Jake Taylor 🎉 @farnamjake1
14K Followers 483 Following Value: After Hours. Founder @Journalytic. Author of The Rebel Allocator. Nature, adventure, books, family. Never investment advice.John Mihaljevic @JMihaljevic
11K Followers 3K Following Chairman @manualofideas, The Zurich Project, and Ideaweek St. Moritz. Co-Host @twiii_podcast. Author, The Manual of Ideas. Value investor with a growth mindset.Paul Graham @paulg
1.9M Followers 772 FollowingBill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.Douglas A. Boneparth @dougboneparth
270K Followers 624 Following President at Bone Fide Wealth • CNBC Advisor Council • Memelord • Posts ≠ Financial Advice • The Joint Account: https://t.co/CNtZzhgQMuInvesting with Tom @TomInvesting
11K Followers 264 Following I talk about stocks on the internet | 💼 Value Style Investor | 🎥 40,000+ Subscribers on YouTube |🇳🇿 KiwiPatrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”Frederik Christopher .. @NeckarValue
85K Followers 1K Following ✍ money & a meaningful life The world as we know it is dying, a new one will be born.Jim O'Shaughnessy @jposhaughnessy
176K Followers 5K Following https://t.co/15Q9m1GtMQ https://t.co/HGYG4UoYts 🎙AlphaPicks @AlphaPicks
9K Followers 734 Following Investment analysts. Sharing insights and data on global markets and macro. Research articles and portfolio access can be found on our website.Jim Michaels @jimmichaels
2K Followers 1K Following Author of A Chance in Hell: The men who Triumphed over Iraq's Deadliest City and Turned the Tide of War and former war reporterMyth vs Fact @MythvvsFact
50K Followers 1 Following 🚀 Blessings your feed with knowledge 🧠🧑🎓Enhance your knowledge 🧑🎓.(Parody Account )Marc Rubinstein @MarcRuby
26K Followers 521 Following Former hedge fund manager; writes top 10 finance Substack https://t.co/UiByE4lqSg and contributor to Bloomberg @opinion.Kiah Lau Haslett is a.. @khaslett
4K Followers 5K Following "Kiah like the car." Banking + fintech editor at @bankdirector. Midwestern nice. Bank nerd. Reader, runner, steak + soccer lover. Opinions are my own.Steven Eisman @EismanSteven
9K Followers 122 Following Managing Director / Portfolio Manager at Neuberger BermanEdward O. Thorp @EdwardOThorp
20K Followers 2 Following Math professor, inventor, best-selling author, hedge-fund manager, gambler.Rational Aussie @rationalaussie
17K Followers 6K Following Insights into the economy and Australia's Property Ponzi Scheme. Freelance software engineer - DM if you want something built. #BitcoinNeuralink @neuralink
1.4M Followers 1 Following Creating a general-purpose, high-bandwidth interface to the brainKevin Carpenter @kejca
9K Followers 67 Following AMDG || Kingswell. Join 5,000+ readers and get rich slow with timeless lessons from Warren Buffett, Charlie Munger, and other legendary thinkers.Max Altman @maxaltman
5K Followers 178 FollowingSoren Peterson @PillarsProfits
1K Followers 402 Following Write a weekly newsletter on niche capital allocators. Banking Nerd | Co-author of Early Bird https://t.co/ez7wb0jDNNHenry Marsh @DrHenryMarsh
22K Followers 221 Following Neurosurgeon.Working in Ukraine for 30 years. Three best sellers - Do No Harm, Admissions, And Finally, about life as a brain surgeon and then cancer patient.HOUSE PORN @HOUSEPORN___
2.7M Followers 0 Following Discover original houses. DM for credit/removal or business.Greg Lukianoff @glukianoff
68K Followers 1K Following CEO @thefireorg. #freespeech lawyer. Buy my new book, Canceling of the American Mind! Newsletter: https://t.co/cwXCTUouR0StripMallGuy @realEstateTrent
227K Followers 307 Following Candidly sharing 20+ years of real estate knowledge. Buying strip centers anywhere in the US - As featured in The Real Deal. Posts are opinions, not advice.Community Banker Guy @commbankerguy
7K Followers 188 Following Community Banker sharing insights and dropping jokes. Surviving this Fintech universe.Aurelius @Aureliusltd28
4K Followers 249 Following Unpleasant truths over comforting lies. Opinions my own & not financial advice.Finance Girly @PinkProfit
5K Followers 655 Following hot girls have a Roth IRA - I pay for CFP advice so my girlies don’t have to | mental health advocate | not financial advice |Nicolas Dessaigne @dessaigne
7K Followers 279 Following Co-founder of @algolia - Group partner at @ycombinatorTime Capsule Tales @timecaptales
414K Followers 37 Following History & nostalgia thru pictures & videos!Historic Vids @historyinmemes
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2K Followers 309 Following '23: $5mm premium, $3bn in CRE; Ex-Investment Banking, Carrier & Captive Operator; Currently: Captives, Broker & Consultant, Programs; Knowledge & InsightsDan Reese @DanReese21
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683 Followers 203 FollowingMcFranchisee @McFranchisee
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2K Followers 2K Following Everybody acting tough when they up. Everybody acting tough.Bram Cohen🌱 @bramcohen
95K Followers 718 Following Founder and CTO @chia_project Back in the day created BitTorrent For business and media enquiries mail [email protected]Dave Mullins @_DaveMullins
4K Followers 349 Following Academy Award® and Annie Award® Winning Writer Director | Co-Founder of ElectroLeague | Animator | Film Nut | Father of Two NerdsRob Koyfman @koyfman
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44K Followers 923 Following Boaz Weinstein is the founder of Saba Capital Management.John M. Barry @johnmbarry
2K Followers 85 Following writer of books (yes they've won awards and even sold well), never saw myself as an activist but user of slingshot and aiming at GoliathReads with Ravi @readswithravi
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2.3M Followers 6K Following science in context, art history and some puzzles to solveConnor Haley @AltaFoxCapital
44K Followers 1K Following Long-term focused investment firm out of Fort Worth, TX. https://t.co/MxZR00Yvgf"Tranum's Missing Cas.. @HedgeyeREITs
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57K Followers 944 Following Commentary on investing, politics, tech, and start-ups. Not Financial Advice. Sign-up for free quarterly newsletter: https://t.co/6G64m7pEi0Neal McConnell @NealMcConnell
1K Followers 1K Following “What can be asserted without proof can be dismissed without proof” - Christopher HitchensHindenburg Research @HindenburgRes
610K Followers 0 Following Popping bubbles as we see them. We express strong opinions. Not investment advice.catechwilliams @catechwilliams
3K Followers 137 Following Center for Advanced Sciences. Cambridge Einstein Scholar; Ph.D. Philosophy (Oxon); Ph.D. Applied Mathematics (MIT); JD/ MBA (Stanford).AV @AureliusValue
39K Followers 1K Following All tweets express our opinion and you should assume we hold a position in securities mentioned. No Affiliation with Aurelius Capital Management.It’s depressing when you can predict all of a person’s political / social viewpoints from knowing just one. On the other hand: when someone holds surprising opinions you don’t often see together, it’s a delight.
"In a first-ever human clinical trial of four adult patients, an mRNA cancer vaccine developed at the University of Florida quickly reprogrammed the immune system to attack glioblastoma, the most aggressive and lethal brain tumor." medicalxpress.com/news/2024-05-m…
The ongoing conversation with @WarrenBuffett at the #BerkshireHathawayAGM, brilliantly moderated by @BeckyQuick, is -- as always -- so impressive and a real treat. (And among his many insights about markets and life: "If you don't have a will, you have a will.")
Wonderful of the Munger family to continue to host the Friday Charlie Munger dinner. It is now called the Munger Family dinner. Looking forward to the BRK meeting tomorrow. It was a joy to break bread with @BillGates and Li Lu and share our memories of Charlie.
Bill Gurley: "I remind entrepreneurs that Webvan had the highest NPS scores of any company I’ve ever known. It wasn’t that the consumer proposition didn’t work, it was that the economics didn’t work. They weren’t charging enough for the service level.” 25iq.com/2016/10/14/a-h…
Quiz: calculate Peloton's value using a CBCV analysis. "Average net monthly paid connected fitness subscription churn: 1.2%" "average monthly paid app subscription churn o9.2%" "674,000 paid app subscriptions, net reduction of 44,000 in the quarter." gross margin: 43.1%,
$CSU but we gonna buy larger businesses with synergies, by issuing lots of shares, with lots of debt, that are higher growth which means higher multiples and lower ROICs, with no insider ownership. #TurboCSU
This Mitch guy name dropping Constellation for no reason here. A "turbocharged CSU". That's stupid. This entire paragraph is dumb. He's describing the anti $CSU. Maybe they should also issue a bunch of equity to scale faster as well!
What's the purpose of life if what we're fighting tooth and nail to get away from is what finally hit us the hardest!? Why is life so unfair and merciless? Why does life always take what we don't have? I'm fucking tired
@HighyieldHarry 20 or 90, before you enter a rem cycle or after one full rem cycle. If you really want to revive, rip a “coffee nap” (Got from my ex-navy psych professor): one tap a coffee, immediately take a 20 minute nap, wake up right as coffee hits
Send something as a PDF attachment instead of in the body of the email if you don't want people to read it.
Such beautiful numbers! ❤️ “Since 1974, vaccination has averted 154 million deaths, including 146 million among children under 5 years, of whom 101 million were infants. For every death averted, 66 years of full health were gained on average, translating to 10·2 billion years…
I prefer early Metallica like everyone else, but much of their later work is genuinely good music in its own right, and I don’t blame them for not wanting to keep writing the same music they played in their early 20s.
69 year old man celebrates 50 years working at McDonalds
Like it or not, this is what peak male performance looks like. The watch of kings, royalty, nobility.
Excavator operator’s fun with a scrapped plane