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Prikvačeni tweet
NEW POST: What were the exceptional industries of the last half-century and what did they have in common -asset light -stable biz -wide moat -seldom excessively valuedhttps://fortunefinancialadvisors.com/blog/breaking-down-50-years-of-industry-data/ …
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Dude was unstoppablehttps://twitter.com/Super70sSports/status/1225219756283879425 …
2:19Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Lawrence Hamtil proslijedio/la je Tweet
Consolidations. Here's another one from Barclays note. The number of U.S. banks halved in the past 20 years; "we expect it to halve again."pic.twitter.com/05gn1kJyTk
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I wonder what happened to the guys who cashed in their $15 million stake
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Kind of amazing to see Microsoft, now a > $1 trillion company, went public ~34 years ago with an implied valuation of $520 millionhttps://twitter.com/lhamtil/status/1047980838011514881 …
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So many legendary roles. RIPhttps://twitter.com/RottenTomatoes/status/1225203781811326976 …
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Annualized return vs annualized vol by Russell 3000 sector Jan '79 - Dec '18pic.twitter.com/RmFO05GMM4
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I had lunch today with a prominent CLO (Chief Lifting Officer). He told me: Workouts are 'broken'. -Legs (too much leg press; not enough squats) -Arms (too many curls; not enough pull ups) The bro as we knew him 20 years ago is now a dinosaur.
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Lawrence Hamtil proslijedio/la je TweetHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Lawrence Hamtil proslijedio/la je Tweet
In my latest article, I look at the importance of looking at the sector story beneath the surface when analyzing major market trends. h/t
@lhamtil for the ideahttp://blog.validea.com/the-importance-of-the-sector-story/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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Now that the Chiefs have vanquished 50 years of futility, which sad sack NFL team would you like to see win finally?
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Lawrence Hamtil proslijedio/la je Tweet
Pershing Square Annual Investor Update Presentation PDF (Feb 2020 - New York)
$A$BRKa$CMG$FNMA https://assets.pershingsquareholdings.com/2020/02/05122230/PSCM-Annual-Investor-Update-Presentation.pdf …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Two things I never expected to see in my lifetime, but which happened within 5 years of each otherpic.twitter.com/yeM1RYuE53
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Trust me: I've been wrong a lot.
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One thing I've learned in 17.5 years in the industry is to be wary of those who have trouble admitting to being wrong. Over time, there's arguably more cumulative benefit to admitting being wrong early than to being right early.
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I'd probably fire this CIO if these were his argumentshttps://twitter.com/wolfejosh/status/1224841985187446785 …
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This seems to echo
@JonFell73's observation that, in the consumer space, "barriers to entry may have tumbled, but barriers to scale still remain"pic.twitter.com/Swk6zw32fM
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This looks like a fascinating bookhttps://www.wsj.com/articles/billion-dollar-brand-club-review-clicking-the-disrupt-button-11580773644?mod=searchresults&page=1&pos=1 …
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Sometimes I feel like the easiest way to explain why the low vol anomaly persists is simply to point to all the obsession over Tesla stock
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