#Valuation

No one knows the impact of COVID yet because it's unknown and unknowable. Reading Zeckhauser and @AnnieDuke is a better preparation for investing in this scenario than the predictions of
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50 rookie mistakes to avoid as a stock market beginner - a thread. 1. Watching CNBC and acting on the recommendations provided by the "analysts", "experts" and "fund managers" who
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MEGA THREAD: $AMZNJust in March, $AMZN has outperformed the index by ~15%. Here's AMZN's historical return:5-yr CAGR +37%10-yr CAGR +30%20-yr CAGR +18%From IPO +36%I will discuss the whole business, why
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Wow. I'm literally stunned. Apple just doubled down on their rejection of HEY's ability to provide bug fixes and new features, unless we submit to their outrageous demand of 15-30%
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So time to talk about “politics” and “games” and “not being political.” First off, games are ultimately always ideological because they have rules about everything from morality to actions you
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QUick roundup of some #NBERday papers today! NBER is putting out a huge volume of COVID-related research and with everything else I can't read and review it all in detail.
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1/22. In the spirit of independence day weekend, I just published my latest writing: “Masters and Slaves of Money" where we explore why central banking is an institution of time-theft
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Unpopular opinion (from seasoned entrepreneur): #Covid19 is not an opportunity for startups & scale-ups to demand special gov financial support! As professional risk takers, we should humbly queue at the
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DD THREAD ON $TAUG , 5 upcoming catalysts that can cause it to spike, and why it is a COVID-PROOF stock. WORTH THE READTAUG has announced growth in sales for
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So... everyone seems to think clubhouse is the "next big thing" - but I think it's going to fail. Here's how I think it all goes down.. (disclaimer - I
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A thread on LeBron James (@KingJames)The story behind how he became one of the greatest athletes (and BRANDS) that the world has ever witnessed.Networth : $480 MNBA Championships : 3NBA
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I Have Read All The Letter To Shareholders By Warren Buffett. Reading Them Is Like Reading a Bible Of Investing My Summary Of Warren Buffett's Letters To shareholders ( 1971
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I Have Read All The Letter To Shareholders By Warren Buffett. Reading Them Is Like Reading a Bible Of Investing My Summary Of Warren Buffett's Letters To shareholders ( 1971
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I Have Read All The Letter To Shareholders By Warren Buffett. Reading Them Is Like Reading a Bible Of Investing My Summary Of Warren Buffett's Letters To shareholders ( 1971
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Ok, I'm going to formulate a my next newsletter through Twitter threads. The title of the post will be "Venture Capital Isn't Built For Outsiders". I've never done this format
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$MWKI know a lot of people have shared their thoughts on this one recently. Definitely some overlap from others but here is my DD and comments on some of the
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