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@arb_or

Joined February 2011
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  1. 6 hours ago

    I don't know a thing about , but it's down -7.5% today, so if you act quick you can get it at 40.5x 2020 EBITDA, or 3.4x group median.

  2. Retweeted
    Jun 6

    The conclusion to Michael Lewis 2012 Princeton commencement is amazing. They should make seniors memorize it.

    43 replies 1,521 retweets 2,526 likes
  3. Retweeted
    Jun 6

    The open office space is a farce. Anyone who needs to focus - writers, creators, planners - thrive in quiet, distraction-free environments.

    50 replies 361 retweets 947 likes
  4. Retweeted
    Jun 1

    Am departing presidential councils. Climate change is real. Leaving Paris is not good for America or the world.

    29,863 replies 234,971 retweets 546,901 likes
  5. Retweeted
    May 31

    Of all the incredible conversations Patrick's had, this one was the most helpful to me. Thank you

    3 replies 4 retweets 47 likes
  6. Retweeted
    May 23

    This pic sums it up what a city

    142 replies 17,843 retweets 46,639 likes
  7. May 21
    Replying to

    7.9% of British Columbia's labour force took out a payday loan in 2016. I have nothing to compare that to, but that seems very unhealthy.

    1 reply 1 like
  8. May 21

    1 reply
  9. Retweeted
    May 20

    21 replies 409 retweets 1,185 likes
  10. May 18

    "There's no reason in business to boast about your accomplishments" - Jeff Bezos

    1 reply
  11. May 16

    A look inside Toronto condo boards.

  12. Retweeted
    19 Dec 2014

    Nothing wrong with putting on a tiny position before doing all the work. Nothing focuses the mind on a new idea like having skin in the game

    3 replies 10 retweets 26 likes
  13. Retweeted
    Apr 28

    Warren Buffett's money managers, Todd Combs and Ted Weschler, speak

    3 replies 20 retweets 52 likes
  14. Apr 26

  15. Retweeted
    Apr 26
    Replying to

    Firefighter Rob Wonfor is 22-year veteran. Has been cleared by paramedics after high-angle rescue; now off to play goalie in hockey game.

    5 replies 49 retweets 142 likes
  16. Apr 25

    IMO, if you're a finance undergrad looking to dig into your first company start to finish, it should be Costco.

    1 reply 1 like
  17. Retweeted
    Apr 21

    This definitely put a smile on my face. ☺️ the little things.

    482 replies 7,156 retweets 25,806 likes
  18. Retweeted
    Apr 14

    Slides from Howard Marks' presentation: "The truth about investing"

    1 reply 25 retweets 73 likes
  19. Retweeted
    Apr 11

    So offered to hire me to speak @ an event and then sent this. So I said.

    30 replies 28 retweets 253 likes
  20. Retweeted
    Apr 11

    Since 1950 the S&P 500 has averaged a loss of -13.5% each calendar year (peak to trough drawdown)

    2 replies 46 retweets 78 likes

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