Sunday Finds
Risk v. Reward, Constellation Software, Matterport
Catch-up on Our Shows From This Week:
3 Good Reads:
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Smart and Funny Tweets:
Mat Piscatella@MatPiscatella
US NPD HW - Nintendo Switch was the best-selling hardware platform during 2021's first half in both dollar and unit sales.
12:55 PM · Jul 16, 2021
21 Reposts · 93 Likes
Ramp Capital@RampCapitalLLC
ESG funds S&P 500
1:43 PM · Jul 15, 2021
44 Reposts · 631 Likes
BankingSlut CFA®@bankingslut
my memoir
4:44 PM · Jul 15, 2021
6 Reposts · 66 Likes
Ben Carlson@awealthofcs
See if you can spot the divergence between interest rates and inflation
1:07 PM · Jul 15, 2021
66 Reposts · 399 Likes
Nick Maggiulli@dollarsanddata
What’s the most hypocritical risk-taking behavior you have ever seen?
Nick Maggiulli @dollarsanddata
Just saw a woman with a full on gas mask jaywalk through the middle of moving traffic in NYC and I don’t think I understand risk tolerance anymore.
12:52 PM · Jul 15, 2021
2 Reposts · 111 Likes
Morgan Housel@morganhousel
Kind of like this cop's investing philosophy.
rollingstone.com/culture/cultur…
4:44 PM · Jul 14, 2021
17 Reposts · 235 Likes
John Street Capital@JohnStCapital
0/ Ben Bernanke spoke in a fireside chat on inflation, the real economy, monetary policy, etc... Re: inflation he notes Economists / Fed have revised their inflation forecast higher. "There is a very substantial transitory component, looking at base effects; used cars, airfares /
9:41 PM · Jul 14, 2021
27 Reposts · 118 Likes
Jackson Palmer@ummjackson
I am often asked if I will “return to cryptocurrency” or begin regularly sharing my thoughts on the topic again. My answer is a wholehearted “no”, but to avoid repeating myself I figure it might be worthwhile briefly explaining why here…
4:54 PM · Jul 14, 2021
12.4K Reposts · 46.6K Likes
Matt Levine@matt_levine
i just joined the amc thing and heard someone say "there were 40 million trades today, at least half of them sales," and in that moment i achieved enlightenment
12:08 AM · Jul 14, 2021
223 Reposts · 3.72K Likes
Trung Phan 🇨🇦@TrungTPhan
Live footage of Elon in court this morning defending Tesla’s 2016 acquisition of SolarCity for $2.6B.
1:30 PM · Jul 12, 2021
121 Reposts · 1.97K Likes