Phenomenal article/compilation on "The Biggest Mistakes Investors Make". h/t @manualofideas @JMihaljevic 👏
cc: @dmuthuk @Gautam__Baid @saxena_puru
My fav pts in the thread below ⬇️
Fascinating interview with @awilkinson on @manualofideas https://moiglobal.com/andrew-wilkinson-tiny-capital-berkshire-hathaway-of-internet/
New blog post: Thoughts on Mark Leonard's latest letter and why cutting the dividend and reinvesting, even if at lower returns, is the right call. $CSU.TO
Delighted to release a new episode featuring special guest @PenderDave, CEO & PM at @Penderfund. We discuss private vs. public investing; how the concept of value has evolved; and how Dave, @PenderFelix & Team are finding value in fast-growing businesses.
Some light weekend reading is here, courtesy of @ChrisBloomstran 🤓 -- the title is very, very promising, and knowing Chris, I'm sure the letter delivers in spades!
I am grateful and super proud of @EzraCrangle for building an amazing @moiglobal_es community. Ezra has created a wonderful space for Hispanic value investors to share and learn from each other and to tap into the broader @manualofideas community.
@manualofideas has been a life changing community for me. I've made great connections through the community and am a better investor because of what @JMihaljevic and his team do.
Re transcripts - Some shows don't have them yet. They are in process.
I greatly enjoyed this conversation with @awilkinson about Tiny Capital's ambition to be the Berkshire Hathaway of the Internet. We touch on Andrew's entrepreneurial and investment philosophies as well as topics like the Shopify ecosystem and the business of podcasting. https://twitter.com/global_moi/status/1362154490380640263
Newly shared: Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet https://moiglobal.com/andrew-wilkinson-tiny-capital-berkshire-hathaway-of-internet/?utm_source=rss&utm_medium=rss&utm_campaign=andrew-wilkinson-tiny-capital-berkshire-hathaway-of-internet
Was reminded of this email to Ben Thompson about Roku. Check out the date-a year before I ever owned shares. I forgot about thinking Roku could usurp Netflix as the "integrator"