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Prikvačeni tweet
Humbled but excited by this ...https://twitter.com/EpsilonTheory/status/1045087230468018182 …
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David Salem proslijedio/la je Tweet
Axioms to live by in baseball and in investing! New by
@dsaleminvestor. 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.https://www.epsilontheory.com/notes-from-the-diamond-9-how-about-never/#.XjiJxpiRgGQ.twitter …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
I wdn't trust
@BrentBeshore 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."https://twitter.com/jfc_3_/status/1221488786732875776 …
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Couldn't agree more,
@CioEnd, as noted in my most recent post for@EpsilonTheory: https://www.epsilontheory.com/room-for-doubt/ .@BrentBeshore and his http://Adventur.es colleagues are structured for long-term success (fecundity per "Room for Doubt"); most PE and VC funds are not.https://twitter.com/CioEnd/status/1213288555163897864 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Excellent, as always from
@researchpuzzler.https://twitter.com/researchpuzzler/status/1207473060946829312 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
David Salem proslijedio/la je Tweet
Great article where
@jasonzweigwsj and@dsaleminvestor illustrate short term incentives make it almost impossible for investment professionals to capitalize on the biggest long-term gains. True in private markets too.https://twitter.com/jasonzweigwsj/status/1205519370811838465 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
No one does a better job than
@jasonzweigwsj drawing timeless lessons for investors from market data available to all. Timeless and fun ...https://twitter.com/jasonzweigwsj/status/1205519370811838465 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Well put,
@MarkKahn2. Well done,@EpsilonTheory and@WRGuinn.https://twitter.com/MarkKahn2/status/1205556592994852864 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
A superb note indeed by
@WRGuinn, 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.https://twitter.com/EpsilonTheory/status/1197240942111207426 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Fine program from a principled expert on the topics covered.https://twitter.com/researchpuzzler/status/1193707665756573697 …
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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.https://twitter.com/researchpuzzler/status/1179876678224535555 …
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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
@StacyDeKeyser. Great for kids to read on their own or to enjoy aloud with older baseball devotees like me (us?).https://twitter.com/AlbertBridgeCap/status/1170461806550233089 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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
@researchpuzzler, but I do expect to write about the player his throw nabbed as he (Devers) is becoming one of MLB’s very best IMO.https://twitter.com/researchpuzzler/status/1170030790207574017 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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).https://twitter.com/ChrisBloomstran/status/1169356953870639106 …
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I appreciate the plaudits
@ChrisBloomstran, 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.
https://twitter.com/ChrisBloomstran/status/1169079438794985473 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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).https://twitter.com/MarkKahn2/status/1168514120079106048 …
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David Salem 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.https://www.epsilontheory.com/room-for-doubt/#.XWw_7I1gciQ.twitter …
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Good move. Good stuff here.https://twitter.com/WallStreetLab/status/1165241104595378176 …
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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.https://twitter.com/RaviVarghese/status/1158903994561040386 …
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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
@WRGuinn ain't no patsy. Nor is Ben, of course.https://twitter.com/EpsilonTheory/status/1154082679408734209 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Thanks
@EpsilonTheory . Dunno about "great" but I certainly enjoyed this conversation.https://twitter.com/EpsilonTheory/status/1148392017904508929 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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