#Investors

1/ Can Momentum Investing Be Saved? (Arnott, Kalesnik, Kose, Wu)"Live results for mutual funds that take on a momentum factor loading are surprisingly weak. But momentum can probably be saved,
Read more
A lot of the discussion has been that if a landlord can’t collect rent they can’t make their bank payment. While the bank payment is a large part of the
Read more
I just signed the final docs for our approved PPP loan. We lost basically all of our revenue overnight at @seedandspark with COVID, and we raised a little bit of
Read more
The IPO is dyingHere’s a thread on why SPACs (special purpose acquisition companies) are disrupting the IPO 2/Traditional IPOs are designed to pop on the first dayIt gets us
Read more
1/ Thread on value versus growth and valuations:In order to make money with a growth stock, you need to purchase it at an attractive valuationIf you overpay for a company
Read more
You should always be careful when listening to well known and widely followed investors1. They know their every move is being watched. So they are careful what they say, what
Read more
One of the broad problems of contemporary left-wing politics is that so much of it is built on a chart that shows a divergence between output and wages that starts
Read more
Hi everyone. I’ve been doing a lot of research on the Pfizer/Moderna COVID-19 vaccine as well as attended the briefings on it here at work. I wanted to share what
Read more
A very complicated topic being debated even by the most senior economists and seasoned investors: what does the world look like as we combine deflationary "dollarization" with massive money printing.
Read more
One of the best investors in the world intentionally loses millions of dollars a year. He has been doing this for more than a decade, yet he remains one of
Read more
1/ Fascinating conversation between @HarryStebbings and @chamath - my key outtakes written in the first person. 2/ Note I’ve written before about Social Capital’s initial mission and the "platforming of
Read more
In 1872, an American inventor named John Keely raised money on the promise of a new motor with a power source that would revolutionize the world.The only problem? It was
Read more
THREAD - Detailed explanation & insight into the upcoming BigHit IPO to help you understand how it all actually works [from a global investors point of view] - baby explanation
Read more
Later-stage investors who disparage seed investing as "spray and pray" don't realize that "pray" can be replaced by "help." It's an understandable oversight. The later you invest, the less you
Read more
Making cost-based pricing for Internet access feasible - a thread. 1. Why cost-based pricing for Internet access matters: Half the world cannot afford Internet access even though the marginal cost
Read more
Out of all of Buffett's wisdom, I've come to realize that the single most important piece of advice he's given (for active investors) is to stay within your circle of
Read more