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If America was a stock and this was an earnings call our share price would be down 40% after hours and Third Point would be publishing an Activist letter
Thread of the most beautiful libraries on Earth 1. Royal Portuguese Cabinet of Reading, Brazil 🇧🇷
I will never not report. Iconic.
12 years ago today, Pete Weber gave us the greatest sports quote in history
"I'm right and you're smart, so think on it for a few minutes and you'll agree with me" RIP Charlie Munger. One of a kind.
S&P 500: +19% S&P 493 : +6% S&P 7: +71% lol I love this year
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Silicon Valley Bank $SIVB reports earnings tomorrow Investors have rightfully been fixated on $SIVB's large exposure to the stressed venture world, with the stock down a lot. However, dig just a little deeper, and you will find a much bigger set of problems at $SIVB... 1/10
Of course that's your contention. You're a spreadsheet guy. You just got finished reading about valuation, McKinsey probably. You're gonna be convinced of that until next month when you research what happened to CRM in ‘08
It’s called soccer now and there’s nothing you can do about it.
I asked, "what is the most unbelievable sports stat you have ever heard" last week. Almost 2,000 people responded, providing some absolutely MIND-BLOWING answers. Here are 10 of my favorites. Time for a thread 👇👇👇
AWS is the inspiration for this plan. I think looking back on my career with grandkids in my lap, this post may be the single most valuable thing I read. And the attached punch list even more specifically gist.github.com/chitchcock/128…
Idea: Walk up songs to let your team know you are entering the Zoom call
One of the underrated joys of fundamental investing is just the opportunity to study the most successful businesses of our time that is shaping the world. Compared to such a joy, investing return often feels just a happy by-product of our investing endeavor.
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