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Bill Brewster@BillBrewsterSCG
It’s the implementation that matters!
Michael Mauboussin @mjmauboussin
@BillBrewsterSCG The GOAT on this is Steve Crist and his essay, "Crist on Value." Probably the best 13 pages you'll read on the topic.
https://t.co/be1ysyZvNA
1:13 AM · Nov 22, 2020
5 Reposts · 32 Likes
margin call degenerate@bitcointozero
how options gamblers look at casino gamblers
10:23 PM · Nov 21, 2020
127 Reposts · 1.3K Likes
Ian Borthwick@ianrborthwick
A TikTok house lost ~$1M in 6 months...
Now it’s a publicly traded stock.
Thread 👇👇👇
8:52 PM · Nov 21, 2020
32 Reposts · 484 Likes
ValueStockGeek@ValueStockGeek
Crazy to me how people assume Buffett - the greatest investor of all time - hasn't considered popular arguments about these stocks or thought through these issues already.
Lyall Taylor @LT3000Lyall
We've reached the point in the cycle where the brains trust of fintwit confidently declare Buffett - the most successful and experienced investor that ever lived - has missed out on tech simply because he doesn't understand concepts like unit economies & operating leverage... https://t.co/e9ZquT0WBC
8:43 AM · Nov 21, 2020
43 Likes
LaFrog@ghouyou
Value investing in 2020
9:46 AM · Nov 19, 2020
48 Reposts · 280 Likes
Dave Dustin@venzann
8:16 AM · Nov 19, 2020
701 Reposts · 4.97K Likes
Diogenes@WallStCynic
We’re getting to the parody part of the SPAC cycle.
The Arbitrage King 👑 @JulianKlymochko
was hoping new SPAC HumanCo was run by George Costanza, after his success with the Human Fund
https://t.co/obzVD2rPra https://t.co/rK4RkYRf3D
4:45 PM · Nov 20, 2020
12 Reposts · 73 Likes
Growf@pinchedforgrowf
Did a tour through the RBLX S1, and couldn’t resist jotting down what I learned about an amazing business and company that I think is among the most interesting in gaming: (1/x)
8:39 AM · Nov 20, 2020
39 Reposts · 247 Likes
modest proposal@modestproposal1
We don't deserve a character as good as Masa
9:10 PM · Nov 19, 2020
8 Reposts · 130 Likes
Nick@NickatFP
5:09 PM · Nov 19, 2020
17 Reposts · 155 Likes
Quantian@quantian1
Apparently it only became illegal for financial advisers to lie to their clients in... 2007. As always, the SEC is on top of things!
5:00 AM · Nov 19, 2020
8 Reposts · 89 Likes
Ryan O'Connor@AboveAvgOdds
My latest letter is now available if anyone’s interested. I dive into Crossroad’s first full cycle report card while discussing it’s unique DNA (tossing a few jabs at conventional actively managed equity funds along the way). Enjoy!
mcusercontent.com
2:46 AM · Nov 19, 2020
9 Reposts · 74 Likes