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Tren Griffin
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If you go into a career that's tough you are not going to do very well. Find something where you have special advantages. There were things about law that I
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1/ Skill and success compound over time similar to the way capital can compound. Success and skill attract other other skillful people as colleagues from whom you learn more [repeat].
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1/ A service like OnlyFans is potentially "nonrival" since we could all view content without anyone being excluded. But OnlyFans is offered on a membership basis which makes content "excludable."OnlyFans
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1/ Are there topics you would like to see discussed in a tweetstorm? With links that lead you to new reading material? What do you know about the DCFs that
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"Amazon added 427,300 employees between January and October, pushing its work force to more than 1.2 million people globally, up more than 50 percent from a year ago. Its number
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How does this impact HBO Max's unit economics? How much are customer acquisition cost (CAC) and cost of goods sold (COGS) impacted? The former is about acquiring new customers."Wonder Woman
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1/ “Hey, Tren, hey, how about a little something, you know, more specific about which stocks were bought by Todd and Ted in the Berkshire 13F, you know.”I replied “Oh,
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1/ Charlie Munger: “We have the same problem as everyone else: It’s very hard to predict the future."Seth Klarman: "An unresolvable contradiction exists: to perform present value analysis, you must
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1/ 1994 was a pivotal year in technology. I had a ringside seat since Bill Gates and Craig McCaw were controlling shareholders in our startup. Part of that year I
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1/ David Chang: "If restaurants can’t get back to 100% occupancy, most restaurants are going to go out of business. ... If you were prepared in takeaway delivery beforehand, and
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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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1/ Despite supply and demand being such basic ideas, people still get confused. George Gilder in February 2001 predicted two telecom firms "will battle for worldwide supremacy, but in a
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