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The Undercover Fund Manager
FMUndercover
Finally finished reading Nick Sleep's Nomad Investment Partnership letters, all 245 pages. Wow, what a read! I've picked out my 35 favourite extracts which I've organised into 10 key themes.
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Brian Wiley
BrianWileyCHC
Thread:I have failed many times over the last 12 years, I've failed because of peer pressure, sabotage, unprepared social situations, given into cravings, let guard down because of alcohol, you
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gooddogthedog
gooddogthedog
How should we describe Antonio Gramsci? or is the idea that disagreeing w those influenced by Gramsci is intrinsically bad?https://twitter.com/dennis_antifa/status/1323286312342843394 Gramsci’s main contribution to thought is a repurposin
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sóc un bot II*II
socelbot
Let me put it this way, there different signs and aspects that all lead to the same conclusion. Many here haven't figured yet what is changing right before our eyes.
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BrickzWithTipz 🧱🏘🔑
BrickzwithTipz
People underestimate the importance of REMORTGAGES when being homeownerHopefully this may be useful for someoneTo begin, let’s say Emmanuel has a 360K mortgage with HSBC at 1.79% for 35 years
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Mr. Flintstone🍆
sagistarbb
As an “empath” or highly sensitive or whatever you wanna call it, I think we should talk about the “why” behind the behavior, bc I’m not sure if people truly
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Ankit Mishra
editedidea
Abundant Personal Finance mindset & planStop worrying about expensesPlan investments & Earn better- Automate investment-Work on the side hustle-Pursue that consulting client-Get a raise at your jobRemember we earn to
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Dennis Ward
DennisWardNews
Sentencing hearing for Brayden Bushby is back from recess.The Crown says "the sentence is not the value of Barbara Kentner."Maximum penalty is life for manslaughter, there is no minimum. 8-12
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XRPatience
xrpartisan
1/10 XRP's short-term outlook from the technical analysts I follow. The TAs and their forecasts are in no particular order.A thread. 2/10 @BCBacker posted a video today indicating he's
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Dan Skyte
dan_skyte
What do Buffet, Klarman and many of our favourite Fin/SMB/RE-Twit follows have in common? (Cc: @BrentBeshore @sweatystartup @tsludwig for a few!)They are playing long-term gamesIn this (debut!) thread, I’ll summarise
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Endless Capital
nunziato_frank
Since it is calculable, if Vix existed in 1987 studies show it would have hit 150.I see the potential for something like this to happen again near term and here’s
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Bill Kristol
BillKristol
1. A short thread addressed to my fellow Never Trumpers:Cheer up! 2. We're all a little down. Conviction in the Senate seems unlikely. The Republican Party seems unsalvageable. Conservatism seems
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Adam Kucharski
AdamJKucharski
Why do COVID-19 modelling groups typically produce ‘scenarios’ rather than long-term forecasts when exploring possible epidemic dynamics? A short thread... 1/ Coverage of modelling is often framed as if epidemics
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Chuck DeVore
ChuckDeVore
Much misinformation out there about #Texaspoweroutage, @ERCOT_ISO, wind and solar power, and thermal generators (gas and coal). Let's review what we think we know right now. @TPPF @Life_Powered_ 1/10 Two
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Robert Stribley
stribs
“When you use your voice to question someone else’s humanity, you forfeit yours.” - @monteiro, Ruined by Design “Some of the designs included a mall on the US side of
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Rashid Abdi
RAbdiCG
In moments like these, it is easy for Somalis to become despondent. But if you widen your lenses, you will realize Somalia is more than just dysfunctional politics, armed conflict.
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