“Habits are the compound interest of self-improvement. The same way that money multiplies through compound interest, the effects of your habits multiply as you repeat them.”
– @JamesClear
— The Rational Walk (@rationalwalk)
Dec 27, 2022
This @SouthwestAir meltdown is one for the ages. I’m normally quick to defend the airlines. It’s a complex, difficult business, and the people are hard-working and doing their best. But this failure is beyond the pale. Sad to see a great company just completely fall on its face.
— Phil Ordway (@pcordway)
Dec 27, 2022
A single year is a either a short period of time or a long period of time depending on how you use it.
Example: Reading
If you commit to reading just one hour/day and read an average of 25 pages per hour, that is over 9,000 pages.
The equivalent of 18 five hundred page books!
— The Rational Walk (@rationalwalk)
Dec 26, 2022
“The trouble is that most people want to be right. The very best people, however, want to know if they’re right.”
— John Cleese
— Milo Jones (@Inveniam)
Dec 26, 2022
Being non-judgmental is a superpower.
— John Mihaljevic (@JMihaljevic)
Dec 26, 2022
@manualofideas This is how i made money on alsn during ev hype. Aci during unlockdowns. And cown during rate hike hysteria.
— Jim (@dadstweetbox)
Dec 26, 2022
Searching for mispriced future cashflows, where the risk/reward skews favourably for the purchaser.
Good when nominal upside and mainly downside is priced in.
Even better if the upside runway is long, sustainable, and you’re able to accumulate much, cheaply. https://t.co/iv9UQDH0a7
— RonnyJ (@rasajhc)
Dec 26, 2022
@manualofideas It’s so funny how married some people are to the idea of ‘value’ = low PE… my value stocks are on like ♾️ PE with zero margins, declining revenues, chewed up balance sheets and typically the need to wind down inventories to survive.
— WorkyJ (@WorkyJ)
Dec 25, 2022
John @manualofideas is the real influencer. I think his Saturday email is link for link the highest signal to noise content I get all week. https://t.co/jhuI1HJ7K8
— Greenhaven Road (@GreenhavenRoad)
Dec 24, 2022
File Under: Forecasting is Hard https://t.co/I3zlRhx65n
— Ensemble Capital (@IntrinsicInv)
Dec 23, 2022