#Buffett

Jon Arbuckle

pokernermal

Here is a hypothetical solution I've been thinking over. For clarity, this is not what I think will happen base case, but it shows the flexibility to recap the GSE's

10-K Diver

10kdiver

1/Get a cup of coffee.In this thread, I'll show you why "geometric thinking" is superior to "arithmetic thinking" while making investment decisions. 2/Let's start with an example. There are 2

Ian Cassel

iancassel

Microcap investors are mainly retail investors. Some of the best microcap investors I know are small business owners. They understand the complexity, volatility, and nuances of running a small business.

Sidecar Capital

sidecarcap

1/ A thread on Sidecar Investing, or “free riding on the superior capability of others” -Richard Zeckhauser 2/ For passive shareholders, Sidecar Investing has been one of the only strategies

Stefan Coolican

StefanCoolican

1/ Something major is happening in crypto that is being overlooked by traditional finance One of the most consequential currencies, Ether (ETH), is about to become a yielding instrument with

Jack Butcher

jackbutcher

Building Principles:↓ 1/ Value = doing things that other people don't do, won't do or can't do."You get paid in direct proportion to the difficulty of problems you solve" —

Tanner Reklaitis

TReklaitis

An internal tension I often feel:Wanting to write and publish my thoughts online while also feeling that I’m too young and inexperienced to have much to say.Here are 4 things

Neckar

NeckarValue

That time everyone in Omaha forgot about Berkshire and went crazy for a bubble stock: Level 3 Communications. Enter Walter Scott, CEO of Kiewit, Omaha's biggest construction company (BRK's offices

D.Muthukrishnan

dmuthuk

Those who’ve been tracking my portfolio and investing method, please read the below thread carefully. I’ve been following focused investing, owning not less than 10 and more than 15 stocks.

Taylor Henderson

taylor_hndrson

Guess that quote, Jan 1999 or Jan 2021?"I used to idolize Warren Buffett, but now I follow the message boards.""Before, I was investing for the long term and I found

Shravan Venkataraman 🔥🚀💰

theBuoyantMan

When you break down the lives of extremely successful people, you find that their success didn't come from an earth shattering break-through. Rather, it came from obsessing about a simple

Tren Griffin

trengriffin

1/ The benefits of writing down your ideas is one of the topics I discussed with Patrick OShaughnessy's father in our recent Infinite Loops conversation. I also argued putting your

Sam Bowman

s8mb

FTC vs Facebook – a few thoughts:1) This, plus Visa/Plaid, shows the FTC is treating nascent competition really seriously. The cost of that is making it harder for startups to

Thomas

TWaschenfelder

Here are 5 things I've changed about myself and how I did it (THREAD)1. I went from a pessimist to a rational optimist. Meditation shows you that you are not

abhishek

abhishec_s

On Deceptiveness of Investing Terry Smith says buy quality companies (you could have bought L’Oréal in 1973 at 240X and beaten the Index). Munger says pay fair value for

Erik Angner

ErikAngner

One point that the pandemic has brought home to me is just how narrow people's expertise is. I'm regularly surprised by how a celebrated professor of X can exhibit a

By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.