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May 31

SPF. DKIM. DMARC. In this thread, I will explain these email deliverability terms in exhaustive detail 👇 Just kidding. I have no idea what they are. If you use Substack, you won't have to either. With Substack you never have to worry about figuring out the technical back-end,…Show more

In 1986 I bought four $AAPL Mac Plus computers for about $2,599 plus taxes each for my new publishing business. In today's dollars, that would be about $7,148.15 per computer, according to the US Bureau of Labor Statistics. That makes VisionPro look affordable. We used Macs to… Show more

On Wednesdays, I send a newsletter ripe with wisdom I’ve picked up as a course creator & solopreneur 20 months in. Here are a couple of comments on last week's edition. Subscribe to get tomorrow's: 🌸LINK BELOW🌸

Using another email platform to share your content and build your list, and bumping up against list size limits & monthly fees? Switch to Substack—it's free as long as your content is free

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Substack

@SubstackInc

The Stock du Jour | C. Maoxian | Substack

Replying to @itsNotLeroy and @beehiiv

If you're not using a custom domain, you can switch by entering your beehiiv URL here: substack.com/switch-to-subs

Today's newsletter is the usual amazing affair after I take a day off, PACKED with links, subscribe now, it's free:

maoxian.substack.com

The stock du jour and interesting links... Click to read The Stock du Jour, by C. Maoxian, a Substack publication with hundreds of readers.

Congratulations to Lee Tilghman on her new book deal! substack.com/@leetilghman/n

New blog post: The Give-to-Get Model for AI Startups: An Old Trick for Crowdsourcing Proprietary Data Could Work Well for New AI Startups ChatGPT-4 helped me write this post.

sacks.substack.com

The Give-to-Get Model for AI Startups

An Old Trick for Crowdsourcing Proprietary Data Could Work Well for New AI Startups

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If you work in analytics, I want you to do this today – Go to your boss, tell them you need to expense $90. Tell them it will save you 10 hours of work in the next month, but $90 pays for the whole year. Here's a few of my top hits from Olga's substack.

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Olga Berezovsky

@OlgaBerezovsky

Apr 6

When you go to a little fun data event and run into founders and friends, NY analysts-bloggers (the big one), and meet the best people. I love SF

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Replying to

Shamelessly posting my substack article on this:

johnruf.substack.com

Price Theory and New Results on Invention and Dynamism

Or, why you should sometimes look for your keys in the dark.

Really gotta back to the Substack. "Writing is the process by which you realize that you do not understand what you are talking about."

fs.blog

Why Write?

Writing about something teaches you about what you know, what you don’t know, and how to think.

Substack | Andreessen Horowitz

"As I got to better know Chris, Hamish, and Jairaj, it became clear that not only are they the right team, but that Substack can solve the structural issues between publishers/writers and readers in a way that aligns the incentives between all of them"

a16z.com

Reading — and especially writing — was once a privilege of the elite. In the medieval ages, the ability to create and distribute books was in the hands of very few: It would take weeks and even...

In this week’s Net Interest, I discuss the economics of starting a hedge fund.

netinterest.co

So You Want to Launch a Hedge Fund?

Plus: Bank Earnings in the Aftermath of Crisis

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Watch now (16 min) | Putting all the ideas into a coherent theme

The blog post from 2019 where Andreessen Horowitz announced leading Substack's Series A investment is still a bang-on summary of what we're trying to build

russell-clark.com/p/how-it-all-f How I see the world playing out over the next 20 years.

russell-clark.com

HOW IT ALL FITS TOGETHER

alexpacheco.substack.com/p/solving-the- "When solved, we will speed up the evolution of humanity. [...] We will find groundbreaking secrets again. We will more easily source labor, capital, and resources for their best uses. We will reach consensus and get things right."

alexpacheco.substack.com

Curing Cancer for Social Networks: Solving the "Signal-to-Noise Ratio" Problem

Information, Consensus, and Human Networks.

Linda Retweeted

WTI Realist (Ozempic Curious)

@WTIBull

Apr 11

I think $XOM should buy $PXD — they could use some leverage in the business & Pioneer is a good chunky asset that supports their long term business themes. Anyways, I wrote about it on my (you know what) because evidently I really enjoy doing that. Link: WTIRealist.com

This is why I created a Substack 😎

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Substack

@SubstackInc

Apr 7

A statement from our founders: Any platform that benefits from writers’ and creators’ work but doesn’t give them control over their relationships will inevitably wonder how to respond to the platforms that do.

Readers added context they thought people might want to know

Users may notice that likes, replies, and retweets of this tweet are disabled. For context, these restrictions are likely related to Substack's recent announcement that it will launch a Twitter alternative. theverge.com/2023/4/6/23673…

It's amazing what Substαck has done to writing culture in such a short time. Blogs are fun and weird and linked to again. Blogging and writing pay now for individuals like never before because the model is now the norm. One of the best things to happen to the web in recent times.

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I've spent over 450 hours researching creators who have built their audience to 50k+ subscribers. These are the things they have in common.

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It's that time of the week

mondaymorninglinks.com

Monday Morning Links 2023 Week 23

Global stock-related links

"The most important thing to keep in mind as we decide which new platforms to invest our time and energy into is that we should be seeking out control and stability in these spaces." -

@chaykak

kylechayka.substack.com

The Post-Platform Internet

We don't know where to go online now.

People are always asking me my thoughts about $MPCT.UN. Here's a meandering post with said thoughts

canadianvaluestocks.substack.com

Dream Impact Trust

Compiling all my thoughts in one place

here's the link, hope it's not suppressed by the Twitter algo😂 sleepwell.substack.com/p/all-hail-king

Few

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Tim Denning | Millionaire Writing Habits

@Tim_Denning

May 20

All email software can send emails. Only Substack can do that and give you access to a massive network of readers. Finding readers is the hardest thing. Use Substack to get them. Few understand.

Ownership You pick your platform, but years later you might want to transition. Medium and LinkedIn make it easy to subscribe, just hit “Follow”. Substack requires an email address. BUT you can't take your audience off M/L, whereas Substack gives you a list of all emails.

Publishing my 100th newsletter made me think why I publish. Newsletters are the smallest way to be creative. It's a crack in the door to escaping the doldrums. It's how you can move from killing time to making time. unknown-unknowns.xyz/p/unknown-unkn

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Daniel Vassallo

@dvassallo

May 22

The Newsletter Launchpad @LBacaj & @chr_iswong ran a successful 6 session cohort course a few times last year about newsletters. Their next cohort starting Monday May 29 will be free to all smallbets.co members! — Keep an eye for more collaborations like this :)

Excited to release our latest and best @MileHighRes weekly report yet "Weekly Macro, AI Overlords, The Tin Market, Housing, a German Recession, and More" featuring

@macro_dose

@ssun5555

, and

@GhostFroman

. Give it a read: milehighresearch.substack.com/p/528-memorial & make sure to join the MHR… Show more

We’ve surpassed the 100 subscriber mark for @MileHighRes - appreciate everyone’s support 🤝 Stay tuned for a rebrand and if you missed the latest fantastic article catch it here: milehighresearch.substack.com/p/528-memorial

GIF

A thought-provoking and informative article by

@TSOH_Investing

this morning on position sizing. It's causing me to rethink some priors. Thanks for writing it, Alex.

thescienceofhitting.com

Position Sizing

From “Volatility & Portfolio Construction” (March 2022): “My approach to position sizing has room for improvement. While I question where it lands between being an art or a science, I think my past...

Please see link on my bio to read an in depth review of London Stock Exchange Group ($LSEG), following its $29bn merger with Refinitiv. A summary of my findings can be found in the thread below 👇

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Linda Retweeted

Dani | The Micro Investor

@dani_invierte

Nov 12, 2022

Micro Caps in 10 minutes #1 is out. Every second week you get news, ideas and updates on the most unknown microcaps. This week, in 10 minutes 🕜 🔹Idea: Allcore, wonderful business, why i DIDN'T invest ❌ 🔹Portfolio update: Sescom, news contracts and better margins ✅ ⬇️⬇️

🔥 Best stock write-ups we've enjoyed reading in the past two weeks. Featuring...

23 Excellent Stock Pitches (16th-31st May)

Read in less than 5 minutes.

Initial thoughts on strategic review by Logistec take with a grain of salt - disclaimer Logistec is my #2 holding of concentrated portfolio.. I am bias 🙃

@memyselfandi006

@alluvialcapital

@Sutjeinvestor

wintergems.substack.com/p/lgt-strategi

We just released our next piece. The History of Stock Markets (condensed of course)

voltoval.substack.com

The History of Stock Markets

A Story Over 400 Years Old

Finally got around to finishing my $CTLT writeup. Link in bio because Elon. Things are looking good for CDMOs like them and $CDMO $LONN $CRL etc. with recent newsflow and trial macro. Welcoming feedback/thoughts as always

As a longtime reader and subscriber, I'm MEGA excited for this 🚀🚀🚀We're delighted to welcome you to Substack, Alisha!

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Alisha Ramos

@alishalisha

ChatGPT has a problem no one wants to talk about

2) The newsletter is moving house to @SubstackInc! I've watched Substack carefully on the sidelines for years, and they've finally won me over. I'm excited to build in more community elements and intimacy through the platform. Readers are what make the newsletter truly hum.

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Cool guy

"Dylan Patel, chief analyst at the semiconductor research firm SemiAnalysis, ... "

washingtonpost.com

The sheer expense of operating AI chatbots, which lose money every time you use them, could throttle the AI boom.

If you enjoyed this thread - Pls Retweet & Sign Up for my Newsletter in bio Also 1 I coach 1st time biz owners 1-on-1. If you could use a thought partner, DM me 2 Im looking for good biz’s to buy in Houston or Investors needing an Operating Partner DMs & Intros are welcome!

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Ayo Phillips

@realrookieceo

Jun 3

So you want to be a business owner? Before you quit your job, you want to read this first I bought a biz Ran it for 5 years Sold it for Millions It was the wildest 5 years of my professional life You'll need a gin and tonic for this one Let's go for a ride!

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