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Silence Dogood 2.0

ShortTreasuries

My portfolios are mostly outrunning or at least matching $SPX on days like today with broad diversification (12-14 asset classes) in a "Passive Plus" strategy. That is powerful stuff. I

Andrew Trask

iamtrask

Lately I've been musing on types of patterns/intelligence/knowledge that are impossible for statistics to discoverWhat kinds of truths can only be learned through grid search or memorisation?And if these truths

Petcash Investing

PetcashInvest

Sharecare $FCAC [Thread]• digital health company- founded by Dr. Oz & Jeff ArnoldCOVID-19 compliance product will aid in re-opening of large venues (huge potential)• Elite client list 95% of

Michael Fisher

theMrMobile

Just got a sponsor pitch from a company that provides game streaming software. As I've been flirting with the idea of starting a Twitch channel, I read it with interest.

Walnut Ave Value

walnutavevalue

Long $MGPIBad stuff first: commodity contract distiller, dependency on bourbon boom continuing (bourbon sales are up 4x since 1999)Now, the good parts:1. I've wanted to buy this for long, but

HRouge

hareng_rouge

TLDR: headlines like the below may be masking something interesting at ReNeuron - a medical platform businessAs #MXCT and $CLPT show, these sell highDirect NASDAQ comp valued 5x higher#RENE platform

Anshu Sharma🌶

anshublog

Salesforce is a “bad product” the way New York or Miami are “bad cities”. Pristine products and cities look like Brasilia. Perfect and useless. https://twitter.com/sarthakgh/status/1281308538711785472 Lesson 1: that clutter you

wydna.kb

KBULTRA0

A cool thing is that Digital Ocean lets you do one click setups of droplets installing apps. If you really worry about censorship and tech tyranny you should realize that

Matt Lowe

hmmlowe

A classic question in development economics is whether (and what types of) poverty traps exist. This new paper by Balboni, @orianabandiera, Burgess, @maitreesh, @anton_heil finds evidence for poverty traps in

Sarwech Shar

sarwechs

A lot of SaaS landing page advice is aimed at larger (usually funded) startups.But what if you’re bootstrapping and doing

Richard Chu

richard_chu97

1/ My 2021 Top Pick: TeladocThe US healthcare system is broken.We spend more on healthcare than any other country but aren’t seeing comparable outcomes. 25% of healthcare spending is considered

🌩️𝖘𝖈𝖍𝖆𝖚𝖉𝖊𝖓𝖋𝖗𝖆𝖚𝖉🌩️

schaudenfraud

Enjoyed this post from @DubraCapital Seeing that BCG study that essentially concludedsustainable revenue growth = the best returning stocks triggered my last major investment philosophy change (on the long side)

Emilia Decaudin 🏳️‍⚧️🥀

EmiliaDecaudin

We’ve started with @RepGregoryMeeks reading the convention call and now calling the roll of all 176 delegates. https://twitter.com/emiliadecaudin/status/1291498468268285952 Roll call is finished. We now move on to the election of

🃏Fiskantes

Fiskantes

1/ Since $BNB is now TOP 3, maybe its good time to post my reflectionsWhy Binance CeDeFi (oh god such a dumb term, cant believe I am using it) ecosystem

jaberwock

jaberwock2

In case you are thinking of buying the dip in $TSLA, here are some milestones for the way down:1. $318 was the close on the day before the Q2 results

Tietolouhosasiamies

qfortruth

Who is the Director General of The World Health Organisation (WHO)?: Dr Tedros Adhanom Ghebreyesus was born in Eritrea .Tedros is described on Wikipedia as a “public health researcher and

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