David Salem

@dsaleminvestor

Investment pro /author / speaker. Fuller thoughts at & . Personal tweets & Instagram posts .

Cambridge, MA
Vrijeme pridruživanja: siječanj 2018.

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  1. Prikvačeni tweet
    6. lis 2018.
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  2. proslijedio/la je Tweet
    3. velj

    Axioms to live by in baseball and in investing! New by . 1) Outsiders to an organization can never know what goes on inside it. 2) Human labors can never be gauged fully in real time. 3) Chains are never stronger than their weakest links.

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  3. 27. sij

    I wdn't trust to decide who makes baseball's Hall of Fame (only Cards would get in, I fear) but I trust him on E/T else inc. book curation. Like all he's sent my way, Gibson's = A+, clearing Kafka's bar @ pg 151: "A book must be an axe for the frozen sea inside us."

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  4. 4. sij

    Couldn't agree more, , as noted in my most recent post for : . and his colleagues are structured for long-term success (fecundity per "Room for Doubt"); most PE and VC funds are not.

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  5. 18. pro 2019.
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  6. proslijedio/la je Tweet
    13. pro 2019.

    Great article where and illustrate short term incentives make it almost impossible for investment professionals to capitalize on the biggest long-term gains. True in private markets too.

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  7. 13. pro 2019.

    No one does a better job than drawing timeless lessons for investors from market data available to all. Timeless and fun ...

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  8. 13. pro 2019.
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  9. 20. stu 2019.

    A superb note indeed by , though I wouldn’t choose “incredible” if asked to pick one adjective for it. As Ben would surely agree, it’s unqualifiedly credible, and of potentially great value to investors of all stripes. Arresting too, IMO, in the best sense of that word.

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  10. 10. stu 2019.

    Fine program from a principled expert on the topics covered.

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  11. 3. lis 2019.

    These Digests are must-reads for me and arguably for all allocators, with this newly published edition being but the latest shining example of Tom’s wisdom, experience and curatorial acumen.

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  12. 7. ruj 2019.

    Whether, if ever, your daughter develops a taste for B. James, she might enjoy my daughter's favorite work of baseball-focused fiction: "The Rhino in Right Field" by . Great for kids to read on their own or to enjoy aloud with older baseball devotees like me (us?).

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  13. 7. ruj 2019.

    I can’t promise to discuss in a future NFTD Rosario’s throw that sealed his and your Twins’ win over the Bosox on 9/5/19 , but I do expect to write about the player his throw nabbed as he (Devers) is becoming one of MLB’s very best IMO.

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  14. 6. ruj 2019.

    No argument from me on your Cards' impressively long record of robust fecundity (a/k/a winning ways). Moreover, as highlighted in my Note from the Diamond #6, thanks to Branch Rickey's genius during his stint as Cards GM in the '20s, they have the best logo in MLB (IMHO).

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  15. 4. ruj 2019.

    I appreciate the plaudits , even if "unparalleled" is unjustified. With many wittier writers on finance inc. u at work, praising my yucks so loftily is like labeling the Bosox MLB's best team in '67; as u know, your Cards beat my Sox in that year's World Series.😰

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  16. 2. ruj 2019.

    Thanks for the kind words, Mark -- and for the fresh affirmation that a fecundity-focused approach to capital deployment does indeed pay rich dividends (pun intended).

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  17. proslijedio/la je Tweet

    In both baseball and in investing, we need an all-purpose test of excellence. ET contributor David Salem makes the case for an investing corollary to baseball’s Wins Above Replacement (WAR). It’s a defense of value investing, but with a twist.

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  18. 24. kol 2019.
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  19. 6. kol 2019.

    Agreed: a high quality conversation about quality companies (among other topics) between two ultra-high quality investment pros. I enjoyed every minute of this dialogue, as I knew I would, and encourage those who haven’t yet tuned in to do so.

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  20. 24. srp 2019.

    I'm never sure who the patsies are in various investment games in which I'm involved, and wonder often whether I myself am serving as patsy. But I'm quite sure that ain't no patsy. Nor is Ben, of course.

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  21. 9. srp 2019.

    Thanks . Dunno about "great" but I certainly enjoyed this conversation.

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