8. Jeff Bezos is the John Malone of operating expenses.
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9. Good and underappreciated sources of information are PACER and state regulatory filings. Discovered
$CAOX corporate existence was supposed to be terminated decades ago and the company never got around to updating its Articles of Incorporation.2 replies 4 retweets 111 likesShow this thread -
10. Humans are on the brink of achieving functional immortality and time is about to become much less valuable. Interest rates are already reflecting this.
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11. Using history beyond the past twenty years as your understanding of the limits of what sort of corporate growth rates are possible is like using a dowsing rod to start your own water utility. The world really is different now and what didn’t used to be possible now is.
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12. The
$TSLA and$TSLAQ communities are both rational responses to a situation that is almost nothing but high stakes reflexivity. The two forces are in a game of tug-o-war to shape Tesla’s intrinsic value by influencing its stock price. Lots to learn from watching their duel.2 replies 16 retweets 184 likesShow this thread -
13. Value investing and growth/momentum investing both work and it’s important to respect and try to integrate the best ideas from each investing style into your own. Don’t be a cultist to one style. You’re only harming yourself and your family by drinking the Kool-Aid.
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14. Financial statements are usually the outputs of a company’s value drivers, not the value drivers themselves. Learning adjacent skill sets, such as direct response marketing, can open up opportunities to you that others can’t yet see. I recommend Tested Advertising Methods.
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15. Knowledge is abundant and by itself is only rarely a competitive advantage. But you can create an edge by synthesizing knowledge to create an understanding that is unique to you.
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Taking a break now that I’ve worked through my backlog. Will do more later if more likes come, though.
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Replying to @LAForeverHall
This is literally the first time I’ve read something(s) about investing and found it(them) interesting.
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I appreciate that so much, Muxingabout! I’m glad you’ve enjoyed this thread so far.
It is going to get much longer later on, by the looks of it... 
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Replying to @Merlin144 @muxingabout
Thank you, Martin! Glad you got something out of it.
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End of conversation
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