🧵 highlighting ten investment ideas from Best Ideas 2023, the online summit hosted by @manualofideas
I shared these investment theses a couple of days ago at @GSpier’s fantastic @VALUExZH Klosters conference. Thank you, Guy, for bringing together such a great group of people!
— John Mihaljevic (@JMihaljevic)
Feb 4, 2023
Excited to participate in @GSpier’s one-of-a-kind @VALUExZH conference in Klosters this week. Just looked through the attendee list — a phenomenal group of investors and business builders. Will be fun!
— John Mihaljevic (@JMihaljevic)
Jan 29, 2023
In our new episode @ElliotTurn, @pcordway, @JMihaljevic discuss long-term investment opportunities among fast-growing but money-losing companies whose stock prices have declined precipitously over the past year. Enjoy!
https://t.co/RJQXkD6XfF— This Week in Intelligent Investing (@twiii_podcast)
Jan 29, 2023
You won’t find a book packed with more wisdom per page than this one. If you want to learn about investing or living an exceptional life, The Education of a Value Investor is a must read. https://t.co/FvgpBQ7eLL
— John Mihaljevic (@JMihaljevic)
Jan 23, 2023
In my second data post for 2023, I look at the actual returns on the US equities in 2022, putting them in historical context and tracing out how expected returns have changed as a consequence. https://t.co/kbWDWR34gL
— Aswath Damodaran (@AswathDamodaran)
Jan 22, 2023
Members of @manualofideas can check out @Bonhoeffer_KDS’s full presentation, “Three Ideas: Asbury Automotive, CMH, and Sixth Street Specialty Lending.” $ABG $CMH $TSLX
https://t.co/jelaWfeeEs
— Willow Oak Asset Management (@WillowOak2017)
Jan 19, 2023
In our new episode, @pcordway, @ElliotTurn, @JMihaljevic discuss the private equity asset class and the dangerous game of “volatility laundering”, a concept popularized by @CliffordAsness. Enjoy!
https://t.co/wPcULrrK0s— This Week in Intelligent Investing (@twiii_podcast)
Jan 15, 2023
Interesting, I wrote an essay for @manualofideas on this same theme 5 years ago – The Impact of Technological Change on the Firm Boundary https://t.co/mgsmZKRNI9 [March 2018] https://t.co/adFFjjswND
— Rajeev Mantri (@RMantri)
Jan 15, 2023
“The only reason people do not know much is because they do not care much. They are incurious. Incuriosity is the oddest and most foolish failing there is.” —Stephen Fry
— John Mihaljevic (@JMihaljevic)
Jan 13, 2023
Get your mindset right and everything else will follow. In investing, approach every idea as if you will own the entire company forever. Ask yourself, if that is the case, am I getting a good deal? If the answer is no or don’t know, move on. That’s it. It really is that simple.
— John Mihaljevic (@JMihaljevic)
Jan 8, 2023
Henry Ford lowered the price of Model T from $900 to $300, while staying profitable. Model T propelled to 70% market share.
From @FoundersPodcast episode on Henry Ford’s autobiography
— Rishi Gosalia (@RishiGosalia)
Jan 8, 2023
“I am just a child who has never grown up. I still keep asking these ‘how’ and ‘why’ questions. Occasionally, I find an answer.” -Stephen Hawking
Happy 81st birthday to one of the most inspirational scientists of the 21st century
— Rishi Gosalia (@RishiGosalia)
Jan 8, 2023
Was reminded this week that it’s much better, if trying to use “giving” for influence, to give smaller amounts more frequently than a large gift.
Useful info. Especially for situations where charity and influence blend.
— Bill Brewster (@BillBrewsterTBB)
Jan 8, 2023
AI is going to replace all the schlock that everyone ignores — all the generic emails and reports, all the inflight magazine-level writing and illustration, all the uncited academic papers published to get tenure for their authors, all the essays students write in their classes.
— Paul Graham (@paulg)
Jan 7, 2023
Why Does Private Equity Get to Play Make-Believe With Prices? | Institutional Investor https://t.co/OvypI90rrk
— Phil Ordway (@pcordway)
Jan 7, 2023
Quite a few people posting their 2022 investment performance (though not nearly as many as a year ago)…
…but how did you do in 2022 on your inner scorecard?
https://t.co/MXNILXKEQG
— John Mihaljevic (@JMihaljevic)
Jan 5, 2023
MACRO VS. MICRO
Our Q4/2022 Letter to Shareholders is out now.
Read here: https://t.co/gU2Oen1CMJ
$ARW $GOOG $JPM $MKL $BRK $CVE $BMW $LMT https://t.co/LOls6gckhh— Daniel Gladiš (@danielgladis)
Jan 5, 2023
Make it the best year ever 🚀
— John Mihaljevic (@JMihaljevic)
Jan 2, 2023
2023 — cultivate childlike curiosity. Less judgement, more inquiry.
— Rishi Gosalia (@RishiGosalia)
Jan 2, 2023
“It’s one year from now. December 2023. The habit you were hoping to build during the year didn’t stick. What is the most likely reason it failed?”
– @JamesClear
— The Rational Walk (@rationalwalk)
Dec 29, 2022
I meet a lot of creators who invest in tech stocks and don’t really understand why I focus on value, such as buying companies at a low multiple of sales.
1/
— John Mihaljevic (@JMihaljevic)
Dec 29, 2022
“The trouble with market research is that people don’t think what they feel, they don’t say what they think, and they don’t do what they say.”
— David Ogilvy
— The Rational Walk (@rationalwalk)
Dec 29, 2022
When everyone says buy the dip, it’s not time to buy the dip.
— John Mihaljevic (@JMihaljevic)
Dec 28, 2022
“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
It is a great honor to be included in this company of excellent investors. Thank you @manualofideas and @JMihaljevic https://t.co/CJ7pG8GGSC
— Daniel Gladiš (@danielgladis)
Dec 23, 2022
In times like these when bargains proliferate, it seems natural for a portfolio to become more diversified. Conversely, when undervalued companies are few and far between, it seems logical to concentrate in the handful of bargains an investor may be able to uncover.
— John Mihaljevic (@JMihaljevic)
Dec 21, 2022
A big thank you to @JMihaljevic for inviting me to speak at Latticework 2022 @manualofideas and to @Tyler_G_Howell for coordinating such an informative investing conference with fellow speakers @HowardMarksBook, Tom Russo, @ChrisBloomstran, Chris Goulakos and others. https://t.co/mYnm2tlWOf
— Christopher Tsai (@tsaicapital)
Dec 15, 2022
A special treat for @manualofideas members earlier this week at Latticework New York 2022 — in a fireside chat with Chris Goulakos, @HowardMarksBook previewed his new memo, Sea Change, which you can read at https://t.co/AbgNVPlQSR
https://t.co/kcU3oO6lxd
— John Mihaljevic (@JMihaljevic)
Dec 15, 2022
It was a pleasure to have Christopher Tsai, President and Chief Investment Officer of Tsai Capital Corporation, at Latticework 2022 to share his thoughts on investing in an age of disruption.
@tsaicapital @manualofideas https://t.co/HWeb7PFXZj— Tyler G. Howell (@Tyler_G_Howell)
Dec 14, 2022
Great day at @manualofideas Latticework NYC. Wonderful content and even better people. Great hosting by @Tyler_G_Howell and spending time with with Tyler and great friend @VN_Select Scott Weber. Sparks is the best steakhouse in NYC. Lots of history. Street clear of debris… https://t.co/NyFNu7DLfZ
— Christopher Bloomstran (@ChrisBloomstran)
Dec 14, 2022
Really an amazing event #Latticework by @manualofideas in NYC today. Very valuable insights not only from the guest speakers, but also from the colleagues. We all enjoyed sharing our knowledge and experience along our investment journey and knowing better each other. https://t.co/TiTw9IkBA1
— Munesh Melwani (@MelwaniMunesh)
Dec 13, 2022
@ChrisBloomstran of Semper Augustus at @manualofideas
with a zinger of a memorable quote today during his informative and thought provoking presentation“We have a stock market thats addicted to the crack cocaine of easy money” created by the fed’s QE driven printed presses https://t.co/5YWxdu2Ygz
— Ken Majmudar (@kmajmudar)
Dec 13, 2022
Tom Russo of Gardner Russo At @manualofideas on concentrated global investing in franchises like @Nestle , @Heineken , Alphabet (@Google) and newer holding @netflix – he is an exemplar of long term concentrated investing – top 10 holdings represent 80% of his portfolio https://t.co/R4Qd9iNypR
— Ken Majmudar (@kmajmudar)
Dec 13, 2022
Finally met in person @ChrisBloomstran @manualofideas latticework event. Such a nice person! He’s been a great teacher to a lot of us from afar.
— Karlo (@karloteran)
Dec 13, 2022
Many thanks to Howard Marks, Co-Chairman, Oaktree Capital Management and Chris Goulakos, Managing Partner, Balius Partners for kicking off Latticework 2022 with a terrific fireside chat! @HowardMarksBook @Oaktree @manualofideas https://t.co/sgPHzpFTBR
— Tyler G. Howell (@Tyler_G_Howell)
Dec 13, 2022
+7.500 km from Canary Islands…
Thrilled to meet my @manualofideas colleagues this time in #NYC attending the annual #Latticework event, having the chance to meet in person superinvestors as @HowardMarksBook among others. Gaining insights and learning from the best.
#valueinvest https://t.co/DSGDYUn3QH— Munesh Melwani (@MelwaniMunesh)
Dec 12, 2022
Carvana is a good example of sophisticated investors not seeing the forest for the trees. If you had just looked at the “forest” — a supposedly disruptive leader that can’t turn a profit even on an adjusted EBITDA basis — you would have questioned the quality of the business.
— John Mihaljevic (@JMihaljevic)
Dec 7, 2022
Investing is a field in which no one really knows, so reflecting regularly on the extent of one’s ignorance is a source of edge.
— John Mihaljevic (@JMihaljevic)
Nov 5, 2022
It amazes me how some old texts stay relevant through time.
“With consistency a great soul has simply nothing to do.”
-> Delegate the tedious, repetitive work. Focus on the “art” of what you’re doing.
-> Change your mind and dare to be misunderstood.
https://t.co/VfXq8cYwAo
— John Mihaljevic (@JMihaljevic)
Oct 25, 2022
In our new episode, @pcordway, @ElliotTurn, @JMihaljevic discuss Warren Buffett’s famous 1977 essay, “How Inflation Swindles the Equity Investor”. The hosts examine equity investing in the context of an inflationary environment. Enjoy!
https://t.co/kXHgkfxXEJ— This Week in Intelligent Investing (@twiii_podcast)
Oct 9, 2022
So many brain cells wasted on trying to predict what the market will do next. Why not just buy undervalued businesses and wait, especially if you invest for your own account?
— John Mihaljevic (@JMihaljevic)
Sep 2, 2022
Impossible not to notice the headlines about recession or no recession.
I avoid those articles like the pest. Makes zero difference to how I evaluate businesses and how invested I am.
Long-term investing can be quite simple. Does not mean it’s easy.
— John Mihaljevic (@JMihaljevic)
Aug 23, 2022
As we wrap up our “summer vacation” @twiii_podcast sometime soon, here are a few of my favorite interviews so far this year. Any suggestions for who should we interview next?
— Phil Ordway (@pcordway)
Aug 16, 2022
Pretty sure I was on commercial airplane flights prior to 2014. 50% a year or bust.😘 https://t.co/BGQEXcgT31
— Christopher Bloomstran (@ChrisBloomstran)
Aug 7, 2022
@ekmokaya @NeckarValue Loved this presentation and audio recording on @manualofideas
https://t.co/JeDKF90lCh
— The Man With A Plan (@CurtisRumanyika)
Jul 14, 2022
We just relaunched my website, https://t.co/veDZHJobjr. I am often asked where readers can access past material. Mayur Jain did an incredible job of assembling old work, which you can find in the “Writing” section. My youngest son Patrick built this, taking over from @amaub.
— Michael Mauboussin (@mjmauboussin)
Jun 28, 2022
Delighted to share a special episode:
@NonGaap joins @pcordway and @ElliotTurn to share secrets gleaned from rigorous proxy analysis, thoughts on the maturation cycle of recent IPOs, and a trick to decipher whether management is truly aligned.
Enjoy!
https://t.co/BBljiDafyF— This Week in Intelligent Investing (@twiii_podcast)
Jun 11, 2022
In our new episode, @pcordway, @ElliotTurn, @JMihaljevic discuss the “man overboard moment” @mjmauboussin wrote about in a 2015 white paper https://t.co/sEx95YVhVW We also talk about the concept of sector rotation. Enjoy!
https://t.co/FUaga82cYH— This Week in Intelligent Investing (@twiii_podcast)
Jun 5, 2022
Our Q1 2022 @RGAIA commentary is now live. We talk a lot about the environment and how to think about the portfolio as a whole unit: https://t.co/ucptGYhUCM
— Elliot Turner (@ElliotTurn)
May 17, 2022
How do you model a DCF when management tells you this:
“We may earn a profit when revenues are high, and we may lose money when revenues are low, but our goal is to roughly operate the company at break even…”
$COIN
— John Mihaljevic (@JMihaljevic)
May 11, 2022
Here’s our recent annual letter to partners.
We discuss the assumptions required to follow an investment approach antithetical to our own!
To save many from disappointment no comments on current markets, inflation, geopolitics, global health, etc.
https://t.co/9GBZNhPUlT
— Soumil Zaveri (@SoumilZaveri)
Apr 30, 2022
Grateful to @Tyler_G_Howell for hosting our Best Ideas Omaha 2022 event yesterday. Twelve wonderful speakers shared their insights and ideas with @manualofideas members. An audio replay of all sessions will be available to members soon.
— John Mihaljevic (@JMihaljevic)
Apr 30, 2022
In our new episode, @pcordway, @ElliotTurn, @JMihaljevic discuss pricing versus valuation, especially in the context of “transition” companies, such as Netflix. We also talk about the implications of “safe” equities trading at high multiples. Enjoy!
https://t.co/03MJGBMvHx— This Week in Intelligent Investing (@twiii_podcast)
Apr 24, 2022
When internet stocks were flying high, nobody wanted to listen to investors who brought up valuation to warn of overheating. For me, it was tough to watch exceptional value investors get overlooked by allocators simply because the former were not fishing in the “compounder” pool.
— John Mihaljevic (@JMihaljevic)
Apr 22, 2022
Join @mario_cibelli @TMFJMo @NonGaap and myself in a Space about PayPal: The Next Chapter https://t.co/pMzQvCNWvA $PYPL
— Elliot Turner (@ElliotTurn)
Apr 19, 2022
@bkaellner Good presentation on it by @MattPetersonCFA on @manualofideas. Also mentions possible reason freeing up cash for other ideas. Great discussion here https://t.co/eEGgzluCPv both seem to still like it.
Also watch % of shares sold short. 15 days to cover. Could cause some big moves— Max Busch (@SteigerwaldValu)
Feb 22, 2022
Safe haven: Gold or Bitcoin?
We found out today. https://t.co/Z9smsr8pu6
— David Ingles (@DavidInglesTV)
Feb 24, 2022
Happy sharing the annual letter. Love the process and also relieved to be wrapped. Good news: the left-bank smells like Bordeaux! Also, I’m not really installing a wind turbine to heat the pool. Neighbors. Stuck with nat gas when the solar heater fails.
https://t.co/hT4d5pHw54— Christopher Bloomstran (@ChrisBloomstran)
Feb 24, 2022
Another absolute masterpiece, courtesy of @ChrisBloomstran —
https://t.co/C6yc3YMdXD https://t.co/uc9A0lySK0
— Shai Dardashti (@ShaiDardashti)
Feb 23, 2022
https://t.co/CkKmzS8hLX
— Daniel Gladiš (@danielgladis)
Feb 23, 2022
Enjoy your evening. https://t.co/R6q1OOBzJn
— Daniel Gladiš (@danielgladis)
Feb 23, 2022
We have released a letter to all Hasbro $HAS shareholders. We have nominated 5 highly qualified directors to the company’s Board. Enjoy the fan-made card below and read on to #FreeTheWizards
Letter to Shareholders: https://t.co/VYu8EEq2td
Full Website: https://t.co/gDRIMcVrt3 https://t.co/M2dmz6rQAa— Connor Haley (@AltaFoxCapital)
Feb 17, 2022
Alta Fox is excited to announce its highest conviction current position: $HAS. We are a top 10 shareholder and today announced we have nominated 5 directors to the company’s Board. Check out our video below and visit https://t.co/7KoPXdEKSV for more information. https://t.co/grj9gDdD16
— Connor Haley (@AltaFoxCapital)
Feb 17, 2022
Delighted to share a special episode:
We speak with Adam J. Schwartz, Chief Investment Officer of Black Bear Value Partners, about the challenge and opportunity of designing an investment business to fit the investment manager’s philosophy.
Enjoy!
https://t.co/HnuYVciBv6— This Week in Intelligent Investing (@twiii_podcast)
Feb 13, 2022
Crude oil futures for December 2023 are now above $75 per barrel.
$RIG stated on a past earnings call that an oil price in the mid-$50s would bode well for its business.
When will investors realize that offshore drilling may finally be entering a major new upcycle?
— John Mihaljevic (@JMihaljevic)
Feb 11, 2022
I did not like the risk-reward of China VIEs in the past, but with $BABA below $123 and $TME below $6, my views have changed. In a few years, we may wonder how those stocks ever got so cheap. Simple: Declining prices create a psychology of fear, and rationality goes out the door.
— John Mihaljevic (@JMihaljevic)
Feb 4, 2022
Netflix vs. Youtube.
That’s the real battle in the media landscape.
Highly-produced vs. user-generated content.
Both have a place, but my hunch is that user-generated will keep gaining share (not the silly cat videos, but the super-niche stuff you can find only on Youtube).
— John Mihaljevic (@JMihaljevic)
Feb 2, 2022
The Alta Fox Q4-2021 letter is now available here: https://t.co/MeYP6Zzw8S
— Connor Haley (@AltaFoxCapital)
Feb 1, 2022
Delighted to share a special episode:
Co-hosts @pcordway and @ElliotTurn speak with award-winning columnist and author @Spencerjakab about his new book, The Revolution That Wasn’t: GameStop, Reddit, and the Fleecing of Small Investors.
Enjoy!
https://t.co/FgT1c24eqb
— This Week in Intelligent Investing (@twiii_podcast)
Jan 30, 2022
I am a huge fan of both @BillBrewsterTBB and @MassifCap, so their generous words on MOI Global meant the world to me.
Great podcast episode all around — check it out!
https://t.co/Z6CrgpsmIz
— John Mihaljevic (@JMihaljevic)
Jan 29, 2022
@JMihaljevic The MOI interview with Prof @Sanjay__Bakshi is an absolute tour-de-force ! Loved his pun on the two Ben’s (Graham and Franklin) being “benevolent” with their writing! The longest podcast I have ever heard. 4 hours well spent! Thank you Prof. Would strongly recommend.
— Amitabh Arolkar / 아미탑 아롤가르 (@VegaTrader)
Jan 26, 2022
My friend @GSpier is hosting @VALUExZH in Klosters next week. If you will be there, consider yourself very lucky indeed. The group of people Guy brings together is first-rate in every way. (I would love to be there, but personal circumstances are keeping me away, unfortunately.)
— John Mihaljevic (@JMihaljevic)
Jan 24, 2022
@JMihaljevic @manualofideas the vibes and psychic boost is all together different for in person meetings. can feel and experience it in my in- person Toastmasters meetings.
— Ajit (@Ajitshah73)
Jan 23, 2022
I can’t wait for in-person events to restart @manualofideas.
The Zurich Project 2022 is from June 7-9.
Then, Latticework, The Frankfurt Conversation, Ideaweek St. Moritz.
I need the incredible boost — intellectual and psychic — that I get from engaging with fellow members.
— John Mihaljevic (@JMihaljevic)
Jan 23, 2022
Only one person in the world has a Nobel Prize, a Pulitzer Prize, an Oscar, a Grammy and a Golden Globe. https://t.co/pVgBMpmx1R
— Daniel Gladiš (@danielgladis)
Jan 16, 2022
This is one of the most under appreciated assets, particularly for those turning over lots of rocks or trying to learn how other investors think and view businesses. If that’s you and you aren’t a MOI member I’d recommend joining. It’s a terrific community as well. https://t.co/sqPAMKSzbG
— Christopher Bloomstran (@ChrisBloomstran)
Jan 14, 2022
Write-up on $BABA
https://t.co/no8kB8fLaU
— Thomas Chua (@SteadyCompound)
Jan 11, 2022
Anchoring is a well-known cognitive bias in investing. Less well appreciated is that we tend to anchor not only to price but also to sentiment. An ability to imagine a change in sentiment is a superpower.
— John Mihaljevic (@JMihaljevic)
Jan 5, 2022
@BillBrewsterTBB @mjmauboussin @manualofideas Do like viewing it this way.
— The Conservative Investor (@AuditorInvestor)
Dec 16, 2021
Phenomenal event — and, more broadly, an exceptionally high-quality community. https://t.co/n3MB6p4eeW
— Shai Dardashti (@ShaiDardashti)
Dec 15, 2021
12/16, 9am ET
Elliot Turner, Managing Partner and CIO, RGA Investment Advisors
Nick Devlin, Chief Executive Officer, Naked Wines
“Driving Customer Value via Scale Economies Shared”
https://t.co/1NNqMdc3rR
@ElliotTurn $WINE
— MOI Global (@manualofideas)
Dec 15, 2021
For those intrigued by Michael Burry’s Q3 buy of $LMT, here’s a teaser from @manualofideas https://t.co/oi6cu5AwW6
— Brad Kaellner – Stock Compounder (@bkaellner)
Nov 20, 2021
Despite portfolio sizing being so important (one of 3 most important investing attributes according to Mr Sankaran Naren) very little is written on the topic. @IntrinsicInv has brilliant 7-part write up on the subject. My notes are appended but highly recommend the blog. https://t.co/MrPooTLMDb
— Bhavin Gandhi (@bhavinjan1978)
Mar 15, 2020
Good time for wisdom from Ben Graham: “Basically, price fluctuations have only one significant meaning for the true investor. They provide him with an opportunity to buy wisely when prices fall sharply and to sell wisely when they advance a great deal.”
— Michael Mauboussin (@mjmauboussin)
Mar 8, 2020
More investors should have a slide like this in their decks: Reasons not to invest. https://t.co/tcnRPiSzqo
— Marc Rubinstein (@MarcRuby)
Mar 2, 2020
It’s much harder psychologically to actually buy the dip during a market crash than talking about doing so beforehand.
— John Arnold (@JohnArnoldFndtn)
Feb 28, 2020
In case anyone has been hunting around for “Common Stocks as Long Term Investments” after Buffett name dropped it in his letter this weekend. https://t.co/UTjqWW32Pj
— Scuttlebutt Investor (@Scuttlebutt_Inv)
Feb 24, 2020
On investment ideas, the only thing that matters is the quality of the idea, not the novelty. In many areas of life, there is a direct link between originality and quality, but in investing, the two have a random relationship.
— John Huber (@JohnHuber72)
Feb 19, 2020
Here are my slides from my presentation at @manualofideas Ideaweek 2020. You’ll have to use your imagination to fill in the spaces covered w/ the talk as opposed to the visuals, but at least it gives a sense of where I’m coming from: https://t.co/Q0TrRVTKlh
— Elliot Turner (@ElliotTurn)
Feb 13, 2020
Here is a talk I recently gave at Ideaweek in St. Moritz:
The Four Pillars of the Good Life: Health, Wealth, Love, and Happiness https://t.co/GB9bSmAkU6 https://t.co/gFiYhfFnbm— Remo Uherek (@remouherek)
Feb 13, 2020
The students of Columbia Business School just released the Winter 2020 Edition of Graham & Doddsville (Japonica Partners, Heron Foundation, Student Pitches on $NUAN, $PTON, $ETSY, $RR.L) – https://t.co/1W57FVxGOV
— GrahamAndDoddsville (@GnDsville)
Feb 10, 2020