We are excited to announce a partnership with @macabacus. Macabacus is an add-in for Excel, Powerpoint, and Word to assist with financial modelling and presentations. Thank you from all our members!
my latest:
If you invested $10,000 in Central Securities in March 1974, when Wilmot Kidd took over, you'd have had $6.4 million by the end of this October.
He’s a model for how to think about, and practice, intelligent investing.
createsend.com/t/d-21625298B…
How would you have voted for the Pershing Square Challenge generously sponsored by @BillAckman?
@Twitter Polling function only allows for 4 options, so please like the pitch nested in posts below instead)
youtu.be/2H1mBKK9rk8
We're looking to hire a FinTwit native to join our team at Tegus as our first marketing hire.
Are you (or someone you know) passionate about investing?
Interested in building a brand focused on deep trust with this community?
Our DMs are open!
I talked with the Columbia Business School students for the latest edition of Graham and Doddsville Newsletter. We discussed Saber's investment approach as well as our investment in $ETSY. Thanks to CBS for having me! Enjoyed the conversation.
gsb.columbia.edu/valueinvest…
@CSIMA_CBS Conference: "Daniel Kahneman said that investors are really in the 'decision manufacturing business' and they ought to really break down every part of their decision making process and really optimize it. Over enough time, the signal should speak through the noise"
A half dozen years ago I gave a talk called "Animating Mr. Market" at the @CSIMA_CBS conference @Columbia_Biz, which is going on now (I just had a fun fireside chat with @B3_MillerValue). Some of the ideas might be useful in thinking through markets today: research-doc.credit-suisse.c…