Brent BeshoreVerified account

@BrentBeshore

CEO | Christian | Value investor, private equities | Co-founder of two daughters | Cultivating a disaster-resistant compound interest machine

Sometimes in Columbia, MO
investorfieldguide.com/beshore/
Joined June 2009
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  1. Pinned Tweet
    Jan 27

    Got the nicest handwritten note from a college senior, which turned into an email conversation. He asked for advice. Here's my response:

    13 replies 145 retweets 421 likes
  2. Retweeted
    18 hours ago

    Worst high 5 of all time...?

    2,430 replies 63,059 retweets 103,464 likes
  3. Retweeted
    1 hour ago

    Steve Kerr on all the former greats who said they'd beat this team.

    128 replies 3,967 retweets 6,159 likes
  4. Retweeted
    6 hours ago

    This post by on money, blockchain, and social scalability is phenomenal. Interesting and illuminating.

    2 replies 10 retweets 84 likes
  5. 24 hours ago

    But we need people who can encourage our efforts and hold up the mirror, while helping us work through our crap and forgive our enemies.

    We like people who can encourage our dreams, justify our failures, allay our fears, confirm our suspicions & help us attack our enemies.
    3 retweets 6 likes
  6. Jun 8

    “Talk to a man about himself and he will listen for hours.” -Benjamin Disraeli

    The odds of making a good impression on someone in a conversation are inversely related to the % of time you talk. Best lesson I've learned.
    2 replies 10 retweets 49 likes
  7. Jun 8

    Recently I've hired an electrician to change a lightbulb and a repair guy to unplug/plug in my TV. Not doing the obvious is expensive.

    1 reply 9 likes
  8. Jun 8

    Past results are the best indication of future performance. Good/bad businesses tend to maintain trajectory.

    1 reply 6 retweets 32 likes
  9. Jun 8

    Knowledge can be learned vicariously. Wisdom is discovered through uncomfortable experience, from which no one escapes.

    7 retweets 22 likes
  10. Jun 7
    Replying to

    Make the swing, constantly absorb the feedback loops, learn, adjust, rinse and repeat.

    1 reply 7 likes
  11. Jun 7
    Replying to

    Work to understand the categories of risk, knowing it’s impossible to predict what will go wrong in each. Plan against those categories.

    1 reply 6 likes
  12. Jun 7
    Replying to

    Structure deals that force the superior position of knowledge (seller) to shoulder assumptions and put skin in. Reluctance is telling.

    1 reply 9 likes
  13. Jun 7
    Replying to

    Buying at the right price is step one. High prices mean high expectations and often lead to disappointment IMHO. Never anticipate heroics.

    2 replies 9 likes
  14. Jun 7
    Replying to

    Ways to mitigate are endless. Can't get bogged down in low-probability, low-consequence risks, while not ignoring impactful long-tail events

    1 reply 6 likes
  15. Jun 7
    Replying to

    ...use non-recourse debt, build networks of expertise/relationships, maintain sufficient cash buffers, etc.

    1 reply 2 likes
  16. Jun 7
    Replying to

    You can negotiate risk-sharing, cap counterparty risk, buy insurance, use flexible assets, budget for redundancy...

    1 reply 1 like
  17. Jun 7
    Replying to

    Key to create large-scale mispriced optionality, like making a good acquisition, is to break it into smaller risks and apply time/$ against.

    1 reply 3 likes
  18. Jun 7
    Replying to

    Risk is generally easier to identify, isolate, and plan against than upside. Bad things are obvious categorically. Upside is unbounded.

    2 replies 4 likes
  19. Jun 7
    Replying to

    We pay far more attention to the downside than the upside. We want to cap our risk, knowing the future is murky and we’ll make errors.

    2 replies 2 retweets 6 likes
  20. Jun 7
    Replying to

    Goal is to allocate capital to meaningful projects w/ big upside, little risk, high certainty. Simple in theory. Brutal in practice.

    1 reply 1 retweet 10 likes
  21. Jun 7
    Replying to

    View investments probabilistically through the lens of upside/downside filtered against opportunity costs, framed against total capital base

    1 reply 1 retweet 8 likes

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