#Investors

Thread on quality vs. value investing.A criticism I hear about quality-focused investing is it's undifferentiated--what value does a quality-focused investor add buying $ODFL or $AMZN vs. a value investor finding
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Thread: To time or not to time1/8 Timing the market has financial & psychological aspects. The financial benefit from timing the market is minimal if you have a 10+ year
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@moseskagan posted a thread of the mistakes he made early on as a GP so I thought I'd share some of mine, as well as a few things that worked.I
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Why left wing/MMT analysis has a natural home on Wall StreetIn today's @markets newsletter, I wrote about Weird Left Finance Twitter.Sign up for the newsletter here https://www.bloomberg.com/account/newsletters/markets Here's @AlexY
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Threat 1/ : One of the characteristics that differentiate good investors from bad investors is the ability to identify OPTIONALITY in companies and their discipline to either get it for
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Simple minded backward looking VCs look at this chart of US e-commerce penetration and think its bullish, but I couldn't find a better example of "first order thinking" or sell-the-news
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Charles Ponzi and the Postal ServiceThe story of the man who put the 'Ponzi' in 'Ponzi scheme'/THREAD/ 1/ Carlo Pietro Giovanni Guglielmo Tebaldo Ponzi, a.k.a. Charles Ponzi, was an italian
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The “socially distant party round” has become the hot financing vehicle of 2020!! Managing a cap table with... Accelerators Angels Pre-seed/Seed/Seed extension(s) VCs “Solo capitalists”...can be a challenge.Some thoughts on
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1/19: The most disturbing trend I’m seeing in the early stage fintech ecosystem is the raising of 2-3 back-to-back rounds with minimal progress in-between. Unpacked: 2/19: I think of venture
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There are so many reasons, @steinerla, I had to do a thread.1. It is illegal.2. They bought bonds on the secondary market vs from the company directly, so it acted
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My yesterday's post about Grayscale and BlockFi got some interesting and valid criticism, and it's really worth taking a deeper dive into the GBTC premium arbitrage trade.The main counter-argument is,
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60% of women have NEVER invested in stocks, bonds, mutual funds, options, ETFs, or crypto The gender gap in investing – a thread 1/9 According to @RobinhoodApp The State
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Why VC investors pass on startups: a thread. Alternative title: don't take it personally.(1/n) You're solving a problem that doesn't exist.(2/n) The problem exists, BUT not for the audience you're
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NEW BRENDEN DILLEY INTEL DROPTRUMP won the popular vote. This will come out in the next 2 weeks. The NSA went through the data and as of Jan. 25, 2018
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Hot take:The 1031 exchange is actually great for society. All countries should implement a similar tax-free real estate exchange.Here’s how I see it (preface: I’m Canadian and don’t benefit from
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Tesla and bitcoin have more in common as investments than people realize.-large influencer/meme communities-independent media-humanity shifting goals-contrarian to mainstream view-religious fervor-shared mission-non traditional investor bas
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