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Westpine Capital
buckbid
Portfolio — End of 2020 Lessons: filter out shitty businesses as quickly as possible, don’t waste time on things you don’t want to own a long time (cont’d) less emphasis
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Pulpfiction Socially Distanced Books
pfbvan
1. I went to university on a combination of scholarships and part- & full-time work. I was fortunate enough not to have to take out student loans, & in retrospect
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Mike Dunford
questauthority
For those wondering why SCOTUS is taking so long:1: Breathe.2: Today is the final conference of the calendar year; there's a bunch of other stuff that they will take care
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Kelsey D. Atherton
AthertonKD
There isn't a deep state, there's just a state. What's worth noting is how, by design, foreign policy establishment and apparatus of the US is fundamentally anti-democratic, in the small-d
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Aetiologic
aetiologic
Extraordinary work from @bc_selfcare and @CarolineColijn . "The SFU team determined that if rapid testing was used for every visitor, there could be a 90% reduction in the number of
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20LEGEND
20LEGEND__
Hopefully after seeing the issues Lampard is having people will start to appreciate the way Ole has gone about his rebuildI have listed a few of my thoughts about the
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André Picard
picardonhealth
Jérôme (Jerry) Lalonde: Dec 25, 1931 -- July 10, 2020. My father-in-law. Another victim of #COVID19. For journalists, the pandemic is a professional challenge; but it's a personal one too.
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Neil Glover
NeilMGlover
One of the biggest privileges of being a minister - writing funeral tributes. Everyone deserves a biography. Ten lessons I've learned: 1. People remember holidays far more than careers 2.
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Nicolas Siregar
A3Dnazrigar
My own take on Blue Sky's closure. I know it's been struggling for a LONG time now, and I kind of hoped at the very least, it'll last long enough
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Tren Griffin
trengriffin
1/ People who value equities based on forward *earnings* create opportunities for other people who know expected long-term *cash flows*, discounted by the cost of capital, determine stock prices. This
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Liquid Times
TryRadicalism
Some points regarding Labour supporters voting Green:1. Voting strategically for another party instead of the one you have an attachment with isn't easy. It goes beyond one's gut reaction, requires
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Alex Krüger
krugermacro
Options used to be close to irrelevant for bitcoin's price.Until now.At current price levels, hedging large option notionals has a major impact on price.Here's a quick thread on options
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Giovanni Colantonio
MarioPrime
I think Assassin's Creed Valhalla has been out long enough now to unleash my #1 criticism of it: it contains the single worst joke in the history of video games.
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Phil 📈
TradingwithPhil
I’ll be completely honest:I see a ton of long term investors that hate on Trading.They say things like “trading is a scam” or “nobody can predict where a stock will
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Kevin Sekniqi
kevinsekniqi
1/ A short thread on the accidental Ethereum hard fork from a distributed systems perspective:This event isn't really a big deal. It's normal for Nakamoto consensus to split. This should,
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VariablesUnknown
FarRightFruit
Pointing out nationalism (nation state one) conceptually arose not long ago is of course a silly "dunk", of course you know this because groups are dynamic in their tribalism which
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