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Prikvačeni tweet
I’m excited to introduce Canvas, the first investing technology platform that allows advisers and allocators to build deeply customized strategies. You can learn more here: http://Canvas.osam.com And here is our introductory letter to investors: https://osam.com/Commentary/introducing-canvas …pic.twitter.com/NhKrdZ4Uzz
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“According to Chick-fil-A, 60k people apply to be operators every year — and only ~80 are selected. With a 0.13% acceptance rate, it’s harder to become a Chick-fil-A franchisee than it is to get into Stanford University (4.8%) or get a job at Google (0.23%).”https://twitter.com/cristinagberta/status/1225261634299494400 …
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for those interested: https://www.cochrane.org/news/tamiflu-and-relenza-getting-full-evidence-picture … https://www.healthaffairs.org/do/10.1377/hblog20160331.054240/full/ … https://journals.lww.com/em-news/fulltext/2017/04000/myths_in_emergency_medicine__still_prescribing.3.aspx …https://www.nytimes.com/2013/06/30/business/breaking-the-seal-on-drug-research.html?_r=0 …
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Its flu season in my house. Does anyone have anything positive to say about Tamiflu? To me it seems like of the 4 claims (reduces complications, hospitalization, mortality, and symptoms) first 3 have no evidence, and final is based on 3 RCTs from Roche, the drug manufacturer.
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And to be clear I’ve got no view on TSLA. Just in awe of the contrast between the U.S. (especially growth segment) and the rest of the world’s equity markets.
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I’ve spent my morning reading some incredible investor letters from emerging and frontier markets managers on one screen, while watching
$TSLA on another screen. So many frontier companies have compounded earnings at unreal rates, but lost all through de-rating. Meanwhile...pic.twitter.com/KRHwhPofrp
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Ran out of time this week so replaying one of my favorite older episodes with
@BrentBeshore. I’ve been talking about tech and software a lot lately. This is back to basics. Air conditioning. Pools. Capital stacks. Simple business hygiene.https://twitter.com/patrick_oshag/status/1031868796062113792 …
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Patrick OShaughnessy proslijedio/la je Tweet
My new article is out! A deep dive on the Value factor through a historical lens. The latest in my Factor Archives series. Check it out!https://canvas.osam.com/Commentary/BlogPost?Permalink=the-factor-archives-value …
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I registered it because at the time I felt this would become a new category of PE investing (in which we may have wanted to get involved for our business). That it was a no-brainer to give up tells you how hard it is to find other investor/operators like
@PermanentEquity team.https://twitter.com/BrentBeshore/status/1224329331649855488 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Patrick OShaughnessy proslijedio/la je Tweet
Have some big news to share...adventur.es is now Permanent Equity. Same people. Same strategy. New name. Explainer: https://www.permanentequity.com/writings/putting-the-permanent-in-pe … Website: http://PermanentEquity.com Twitter:
@PermanentEquitypic.twitter.com/MC0VEcWPpO
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I tell guests before recording that episodes which are 1) longer and 2) wonkier get more listens. It’s counterintuitive but almost always true. This has quickly proven to be among the most popular episodes during its 1st week because
@chetanp knows his domain as deeply as anyonehttps://twitter.com/bwertz/status/1224052559066746882 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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As always, there is much to learn from
@mjmauboussin
https://twitter.com/CapitalCamp/status/1223285474145570818 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
My sister
@kloshaughnessy will be releasing her first novel soon. Critics loving it. Check it out
https://twitter.com/kloshaughnessy/status/1222984425060937739 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Found in the our Canvas Tax Optimizer source code:pic.twitter.com/MfN0XgNdSw
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What technology company has the best engineers if design is really important for the product?
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Patrick OShaughnessy proslijedio/la je Tweet
Which people do you observe as unusually strong “attractors” / gravitational forces for other high quality, positive players in their field? Exhibit A: listen to
@chetanp - you can hear him smiling w/ delight & wonder as he talks about the nuance of enterprise softwarehttps://twitter.com/patrick_oshag/status/1222144109437124608 …
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Patrick OShaughnessy proslijedio/la je Tweet
Always impressed with entire
@benchmark partnership. Real investors. Excellent listen with@chetanphttps://twitter.com/patrick_oshag/status/1222144109437124608 …
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One stat that sticks with me from this convo: the value of a single Salesforce customer ($ individual customers spend on Salesforce product) has grown 15% / year since IPO...bonkershttps://twitter.com/patrick_oshag/status/1222144109437124608 …
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My conversation with
@chetanp on all things software investing (and building) - how to build with users - avoiding spreadsheet driven mindset - history of software - product, sales, recruiting - open source - investing opportunities A must listen http://investorfieldguide.com/chetan/ pic.twitter.com/waSa2ZA0oU
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Reason one million to love New York: it has white blood cells.https://twitter.com/colbydroscher/status/1221560070632329222 …
0:58Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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How enterprise SaaS still has a long way to go
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