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Mostly Borrowed Ideas
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1/ @mjmauboussin recently published "Public to Private Equity in the United States: A Long-Term Look".It's a 56-page document containing full of interesting data, charts, and insights. Here's a thread with
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1/ Notes from @ericvishria episode at @InvestLikeBest I have started listening and reading the transcript of the episodes at the same time. It helps me keep focus while reading, and
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1/ Notes from $GOOG 2Q'20 Call"Our revenue declined on a reported basis"-What an unlikely sentence to hear in an GOOG earnings callSearch is the main culprit behind the decline; non-ad
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1/ Notes from $FB 2Q'20 call1.8 Bn DAU/2.7 Bn MAU (+12% YoY) 9 mn active advertisers180 mn businesses who use FB products"...the tech industry is an American success story. Products
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1/ Thread: Buffett's genius in investing in the Unknown and UnknowableIn 2006, Richard Zeckhauser wrote an intriguing paper on "Investing in the Unknown and Unknowable", and one of the protagonists
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1/ Thread: Despite being a bull, why I never ridicule the permabears I was born and brought up in a middle-class family in a sub-urban district in Bangladesh. When I
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1/9 Thread: Incentives for active investingDuring one of my interviews for an Analyst role, I was once asked whether I am concerned about my career prospects given the money flowing
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1/ MEGA THREAD: Long $ISRGISRG has been an incredible compounder ever since its IPO back in 2000. It's a pure-play in robotic surgery. Robotic surgery penetration is still just ~2.5%
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