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Investing Canon
InvestingCanon
1/ Resources I use to learn about new industries/verticalsWould love to get thoughts on what other people do as well 2/ Podcast & Lectures (pt. 1) Listening to someone who
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"Our job is not to see the future, it’s to see the present very clearly"- Matt Cohler, BenchmarkOngoing thread of ways investors have tried to "see the present clearly" with
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1/ Thread on Bill FoleyOver the last ~40 yrs, Foley has been one of the most successful investor-operatorsUsing the public markets Foley has built, invested in, and driven the growth
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1/ Thread on $SPOT:2020 was a breakout year for Spotify (+100%) but the stock is only up ~90% since IPOHere's the bull-case and why I think the company is just
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