Jonathan TepperOvjeren akaunt

@jtepper2

Chief Investment Officer of San Blas Capital. Founder of Variant Perception and Demotix. Coffee addict. Sometimes I write books.

Vrijeme pridruživanja: veljača 2008.

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  1. Prikvačeni tweet

    A good collection of investment checklists. I found it in my files.

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  3. 3. velj

    RealVision has loads of great, thoughtful interviews

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  4. 3. velj

    Tian is brilliant and a nice guy too. I highly recommend this.

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  5. 3. velj

    This is a sad reminder of the days when people who engaged in white collar crime went to jail. This is from another era.

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  6. 1. velj

    "The more original a discovery, the more obvious it seems afterward." Arthur Koestler

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  7. 31. sij

    As someone who has started two companies in the UK and paid 20 years of taxes for benefits I have never taken, this is horseshit. I would still work for myself, but my financial calculations and hiring would be different.

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  8. 31. sij

    Please add your own to this thread if you like. I hope it becomes a resource for investors. Thanks

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  9. 31. sij
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  10. 31. sij

    If you want to follow industry specific news, I follow: Banking Fashion/retail Autos Manufacturing Shipping Aviation 1/2

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  11. 29. sij

    Truly bad ideas start out as good ideas and are taken too far Securitizing mortgages reduces risk —>>> If we put crap in there, we will still have less risk Great businesses deserve higher P/Es —>>> If my analysis tells me I’m on to a winner, I can pay any P/E and do well!

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  12. 28. sij

    I’d add: - Turing’s Cathedral - The Information on Claud Shannon and information theory - A Mind at Play is also good on Shannon

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  13. 28. sij

    I think the most accessible books on tech/ communications history are: - The Idea Factory - The Master Switch - The Man Behind the Microchip - Where Wizards Stay Up Late - Dealers of LIghtning - The Master Algorithm

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  14. 28. sij

    Parlia is an argument map and will be like Wikipedia or Reddit but for arguments. You can create any arguments you want to see fleshed out.

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  15. 28. sij

    Is inflation understated? I kicked it off. Feel free to add your arguments and links...

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  16. 23. sij

    Check out My brilliant friend launched it. It is an argument map. Will be a great addition to Wikipedia and Reddit.

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  17. In the next financial crisis, rather than suspend redemptions, funds should simply tell investors that they are turning into PE funds and there is no liquidity, but the assets are still rising.

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  18. Excellent read. Streaming is the new shale, a highly efficient way to incinerate investor cash. Online Streaming: Television’s looming car crash

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  19. "Creative Thinking" by Claude Shannon. One of the best things I’ve read.

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  20. Research is revealing the negative impacts of eating alone. It has been found to be linked to a variety of mental and physical health conditions, from depression and diabetes to high blood pressure. Good read.

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  21. I read two very good books on mental health, psychiatry and pills yesterday. I highly recommend them. Many conditions are essentially invented and vastly overmedicalized

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