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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Barbarian Capital‏ @BarbarianCap 13 Jul 2019
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      6/ to the person with the LA buyside question, there is a replypic.twitter.com/cfCjdmWMXs

      1 reply 0 retweets 4 likes
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    2. Barbarian Capital‏ @BarbarianCap 13 Jul 2019
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      7/ not the only person to make similar arguments here- big conceptual shifts take a long timepic.twitter.com/7UxxuGIkmf

      1 reply 0 retweets 6 likes
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    3. Barbarian Capital‏ @BarbarianCap 13 Jul 2019
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      8/ probably yespic.twitter.com/7Z9o5XSrZ8

      1 reply 5 retweets 47 likes
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    4. Barbarian Capital‏ @BarbarianCap 13 Jul 2019
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      9/ this has been discussed at length here over the years. Not good overall. Moar data/ML/NLP/etc. will prob make things worse, not better.pic.twitter.com/TZiSeHeiKz

      1 reply 0 retweets 3 likes
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    5. Barbarian Capital‏ @BarbarianCap 13 Jul 2019
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      10/ the LT problem with "late" IPOs is that public markets miss out on growth; some efforts done already w JOBS act and reg Apic.twitter.com/Wcn6wwpkFJ

      1 reply 0 retweets 4 likes
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    6. Barbarian Capital‏ @BarbarianCap 13 Jul 2019
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      11/ or maybe simplify taxation at both corp and personal levelspic.twitter.com/otE4X4spQA

      2 replies 1 retweet 7 likes
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    7. Barbarian Capital‏ @BarbarianCap 13 Jul 2019
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      12/ this is not the focus of the Open DMspic.twitter.com/vyYe6nnRUe

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    8. Barbarian Capital‏ @BarbarianCap 13 Jul 2019
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      13/ No. I think part of getting older is realizing that luck plays a much bigger role than "The System" leads you to believe (bc The System needs hard workers, not flaneurs)pic.twitter.com/qsqOZ2mWJw

      1 reply 0 retweets 29 likes
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    9. Barbarian Capital‏ @BarbarianCap 13 Jul 2019
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      14/ blocking fanboispic.twitter.com/pkROPZ11Y2

      1 reply 0 retweets 5 likes
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    10. Barbarian Capital‏ @BarbarianCap 13 Jul 2019
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      15/ LT indexing is a free rider strat so there will be negative consequencespic.twitter.com/ZfgfuELTcN

      3 replies 0 retweets 8 likes
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      Molson Hart‏ @Molson_Hart 13 Jul 2019
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      Replying to @BarbarianCap

      Anyone have a link on this? Cannot find.

      7:42 PM - 13 Jul 2019
      2 replies 0 retweets 0 likes
        1. New conversation
        1. David Short‏ @davidgshort 13 Jul 2019
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          Replying to @Molson_Hart @BarbarianCap

          Guessing it’s a typo?https://podcasts.apple.com/us/podcast/invest-like-the-best/id1154105909?i=1000431119375 …

          2 replies 0 retweets 1 like
        2. David Short‏ @davidgshort 14 Jul 2019
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          Replying to @davidgshort @Molson_Hart @BarbarianCap

          I’m listening to it now. Not specifically focused on broad international indexes, but the theses in the discussion are about significant global risks which would hurt a global ETF strategy

          1 reply 0 retweets 1 like
        3. 9 more replies
        1. Barbarian Capital‏ @BarbarianCap 13 Jul 2019
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          Replying to @Molson_Hart

          it's been discussed here over the years (see some of Horizon Kinetics letters for a flavor)

          0 replies 0 retweets 1 like
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