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Kind of getting the sense that
@ComfortablySmug is having a good nightHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Nathaniel E. Baker proslijedio/la je Tweet
Belated posting of our transcript with
@fromvalue and@natbaker. Good conversation on growth investing:$SHOP - The Importance Of Optimism, 'Unscaling' In Unearthing Winning Growth Stocks (Podcast Transcript).https://seekingalpha.com/article/4321507-importance-of-optimism-unscaling-in-unearthing-winning-growth-stocks-podcast-transcript?source=tweet …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
From Sunday’s
@nytimes (paper edition)#IowaFiascopic.twitter.com/EAzBye3onX
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Some interesting stuff in this
@Jefferies "State of our Union 2020" document. There's a section: "Your Administrator Has a Podcast. Do You?" "Quarterly letters are so 2010." Instead it's about "differentiated communication mediums" https://www.jefferies.com/CMSFiles/Jefferies.com/Files/PrimeServices/JEFSOTU2020.pdf …pic.twitter.com/irspDPVDaD
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Remember when Ralph Lauren shares were a proxy for Hong Kong retail? Not so much after the latest earnings. HK retail is surely going to take a hit from the coronavirus but
$RL is up 11%pic.twitter.com/CvOa1DqnUw
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Somebody should invent an app that counts votes. Because apparently that type of thing doesn’t exist
#IowaCaucusHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
ack this is wrong, it wasn't with Nick but with
@PeterSainsbury7! My badPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Das ist echt toll! The
@Finanzen100 website writes up the@PodContrarian episode with@nickshaxson:https://www.finanzen100.de/finanznachrichten/boerse/verachtet-und-gehasst-was-die-oel-industrie-von-den-tabakkonzernen-lernen-kann_H1816944670_11614103/ …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
You know who else wasn’t prepared for this delay in Iowa is the
@nytimes “election needle”Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Meanwhile,
@RayDalio's reaction to this story only assures it will be talked about a little longerPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Apparently
@Freezerohedge is a thingPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Fantastic reporting by
@rachael_levy, and@realrobcopeland on this@RayDalio story. Great to see@WSJ is not afraid to publish pieces like this. Few left who would do likewisehttps://twitter.com/rachael_levy/status/1223355419994808326 …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
What will we all do without
@zerohedge? Where on twitter can I possibly find another permabear?Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
You know how people do “dry January”? Does anybody ever do “no social media September” or something to that effect?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Okay so the
#coronavirus is officially worse than SARS. What now?https://on.ft.com/37LFxGMHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
TIL that two of the best performing hedge funds last year,
@tomicki's LRT Capital and North Peak Capital, were guests on the@PodContrarian podcast (true story. Both equity funds too)Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
With all these flight cancellations and other things it’s hard to see how the
#coronavirus will NOT have negative effects on China’s economy at this point. However it’s equally hard to see how it’s a modern day bubonic plague. (I mean wow, 100 cases?) Guess there’s still timehttps://twitter.com/catecadell/status/1222687230369525760 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Nathaniel E. Baker proslijedio/la je Tweet
New episode is live!
@nicholastreece on the "subtle fallacy" that news has long-term impact on the economy and financial markets. Get it here: https://contrarianpod.com/content/podcasts/season2/news-headlines-the-subtle-fallacy-confounding-investors …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Reminder: news headlines that cite “experts” are trying to sell a story to get your clickspic.twitter.com/XlC1Wh1GTI
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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