Joined March 2018
- Tweets 115
- Following 807
- Followers 3,590
- Likes 209
10 Photos and videos
13 Nov 2020
The Science of Nerdiness scientificamerican.com/artic… via @sciam
There are many paths to investment success but deep curiosity is a prerequisite. For knowledge seekers, dopamine drives discovery:
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Coho Capital retweeted
19 May 2020
Bold move by @eldsjal @spotify $SPOT -- taking @joerogan exclusive
Spotify is playing to win in podcasting
Joe Rogan’s podcast is becoming a Spotify exclusive theverge.com/2020/5/19/21263…
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15 May 2020
The ability to hold stocks for the long-term is a superpower, especially if you're a concentrated investor. @CliffordSosin was a Jedi during the pandemic chaos: whalewisdom.com/filer/cas-in…
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Coho Capital retweeted
13 May 2020
20th century infrastructure was physical, non profit, government owned, & depreciated with usage. 21st century infrastructure is digital, for profit, publicly traded, & appreciates with usage. Today's market captures an enormous, high value opportunity set that 1950 did not.
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27 Mar 2020
I wonder if the folks mad at Buffett for not putting cash to work are still upset.
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12 May 2020
The answer is yes. Could Buffett's reluctance to deploy capital be connected to counsel from pandemic expert Bill Gates? marketwatch.com/story/heres-…
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8 Apr 2020
Lots of commentaries on a new global order post CV with hot takes on which industries will be unduly impacted. It is helpful to think through such scenarios but important to remember humans are a resilient species and possess short-term memories: scmp.com/business/china-busi…
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26 Mar 2020
Being rational and objective in a market-selloff does not mean you always have to be a buyer. Muscle memory on “buy the dip” is resulting in a lot of sloppy past is prologue analysis on Coronavirus. Strive for humility and let data be your guide.
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Coho Capital retweeted
17 Mar 2020
PREACH.
This is the time to help everyone. I don't give a shit about what's theoretically correct and/or political ideals. We are at war and the lower and lower middle class are sacrificing the most. Don't be an asshole.
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20 Mar 2020
I'm not sure how @QuisitiveInvest is doing managing through this crisis but I suspect better than most. People ask me how they can be better investors, do something like this: x.com/QuisitiveInvest/status…
Your job as a PM is to manage risk. Know thyself and it becomes easier.
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18 Mar 2020
Bob Woodward – “Democracy dies in darkness.” China just banished the NYT, WSJ and Washington Post. In a post-fact world, it is more important than ever to seek the light. Tune your media diet accordingly: wsj.com/articles/china-bans-…
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17 Mar 2020
Bill Miller on framing price discovery in the COVID era - "markets have to price in all the things that can happen. Many more things can happen than will happen, and as those possible outcomes narrow, the market’s accuracy greatly improves."
millervalue.com/markets-comp…
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5 Mar 2020
There is great wisdom in saying "I don't know."
I will repeat my overarching perspective, which is that I don’t like to take bets on things that I don’t feel I have a big edge on, I don’t like to make any one bet really big, and I’d rather seek how to neutralize myself against big unknowns than how to bet on them.
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4 Mar 2020
Area man pretty sure he nailed recent market decline at some point in the last decade: marketwatch.com/story/man-wh…
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13 Feb 2020
If you're only listening for investment advice when parsing Charlie Munger, you're doing it wrong: youtube.com/watch?v=HS8neXkN…
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10 Feb 2020
Netflix is the biggest beneficiary of the language barrier falling for global content consumption - "thanks to the internet, social media and these streaming services, the entire society is experiencing less of these language barriers” Parasite director Bong Joon-ho
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4 Feb 2020
The problem with betting on the end of the world is the world can only end once.
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18 Dec 2019
Do yourself a favor and follow one of the most original thinkers in fund management, valuation ninja and all-around nice guy Keith Smith at @Bonhoeffer_KDS.
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7 Dec 2019
My 2019 #SpotifyWrapped. Nobody builds community in music like $SPOT.
Your Top Songs 2019 open.spotify.com/playlist/37… #NowPlaying
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Coho Capital retweeted
25 Apr 2019
If you want to be depressed about the future I'd start with Super Sad True Love Story. If you want to be depressed about the present, I'd read Lake Success. If you just want to laugh about the present, then Absurdistan. Thanks for reading!
25 Apr 2019
@Shteyngart Dear Gary, I follow you but have yet to read anything by you, I admit. What should I start with? Thanks....
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