#Stocks

1/ This thread is about long term predictions. It is great. I disagree with the conclusion. Se below:https://twitter.com/shortsightedcap/status/1304862650568933377 2/ Where do we factor long term growth in? 1. SAAS: Yes,
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Retweeting myself(!!!!) to springboard off of this to make a broader point about corporations, but also corporations as they pertain to cyberpunk. There is a rich tradition of corporations in
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Margin of Safety by Seth KlarmanFun talk with @asitmap and @TMFVelvetHammer last night19 key takeaways from book:1) Value investing isn't easy. Discipline, patience, and judgment required. Expect long periods of
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An insightful review, worth your time.It's crystalized something I've been thinking about for a while: that rich people are effectively insulated from the consequences of their actions, often to the
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The Deleveraging SpiralBorrow money to buy assetAsset goes upBorrow more, buy moreAsset flatlinesAsset goes downLender requests moneySell asset to pay lenderSelling drives asset downLender asks for more moneySell more to
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I keep getting asked if there is any where to learn basic charting. If anyone is interested will put up a few links here to take a look at. Just
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Un "gros rhume"Le SRAS (syndrome respiratoire aigu "sévère") est la première maladie grave et transmissible à émerger en ce XXIe siècle. observée pouer la première fois en 1930 dans le
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Thread (1/n)Indian govt, Sebi have come up with several platforms that don't have profitability norms to encourage startups to list. But these have not been able to attract any notable
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If there’s a better analysis on DeFi protocols I haven’t seen it@0x_Lucas brings the todayDon’t buy LEND, KNC, SNX, MKR, ZRX—none of it—before understanding this postI'm seriousRead:https://bankless.substack.com/p/how-to-value-crypto-capital-ass
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1/10 I will say it again, we need much more direct govt spending *right now* to avoid more such heartbreaking tragedies. Thread on what has been said many times, but
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A secular fork in the road: Here, the secular bear mkts & secular bull mkts interspersed. It’s my thesis that we’re in a secular bull mkt which, at 11 years
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Many investors believe they need some type of highly differentiated insight to generate great returns in the market.This can be a source of returns, but in my view doesn’t have
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The economy is in shambles but here’s a few ways to make $500,000+ in the next 18 months from your bedroom: Unbundling of RedditReddit is a goldmineThere are ~5000 subreddits
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IMPORTANT $IDEX THREAD:When I saw @alf_poor posted the below tweet I said “We’ve seen the reports, and they don’t look good” https://twitter.com/alf_poor/status/1276334474532397057 Then I started doing the math on $IDEX
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1/ Summarizing the interview with @JeffBooth on @realvision: The central bank's losing battle with deflation.- Technology is a deflationary force- Higher abundance at lower cost over time- This accelerates exponentially-
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#threadI can't tell you how important it is to calculate your PMS/ RIA / AIF annual performance on post tax basis. Use this no to compare against benchmark Benchmarked performance
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