你可能会喜欢
Tim’s clarity and insights continue to improve. Two great ones below: “…debt costs less than equity, but crucially only if things go right. If things go wrong, that’s game – and losing is expensive.”
"Since all of the value is in the terminal period, you need to make sure you get there."
How do you feel about Shackets? Seems like they’re everywhere, but I just can’t commit to them over a really nice flannel.
Feels like I unlocked two new levels when both of these arrived on the same day
One of the main ways that you love others in your work is by doing your craft well or as Dorthy Sayers said: Making Good Tables
Rec needed: Looking for a new rain jacket (my 8 yo one failed miserably during a rainstorm in Ephesus this past week): 1. Waterproof 2. Lightweight (3 season type jacket) 3. Preferably packable and comfortable Mostly used for hiking and fly fishing Budget <$300 Thanks!
One of the better lines that Tim has written: “…overpaying for an asset is functionally the same as leveraging it up. In both cases, expectations rise and margin for error shrinks. That’s how even good businesses can become disappointing investments”
Today's Unqualified Opinion is about college football boosters paying more and more to be the same amount disappointed: permanentequity.com/unqualified-op…
Does anyone know someone at Renaissance Technologies hedge fund that they would be willing to introduce me?
Something that I didn’t realize until I’ve seen it in others with 4-5 kids. There’s a certain wisdom in having a larger number of kids and spaced out enough that you have grandchildren before you become an empty nester.
”This is your life, is this who you want to be?” hits a little differently at 45 than it did when I first heard it at 23.
Really liking Shortcut AI to help me with Excel models. The Q&A back and forth to build the right structure is super helpful. Saves me 5-10 hr/week. tryshortcut.ai/?referral_invi…
tryshortcut.ai
Excel AI Automation | Shortcut
Automate Excel tasks with AI. Build financial models, generate formulas, and save 10-15 hours per week on reporting.
“There are those who seek knowledge for the sake of knowledge; that is Curiosity. There are those who seek knowledge to be known by others; that is Vanity. There are those who seek knowledge in order to serve; that is Love." -St. Bernard
“you’re not going to lose your job to AI but to someone who uses AI better than you”
A BEST CASE SCENARIO FOR AI? The Doomer narratives were wrong. Predicated on a “rapid take-off” to AGI, they predicted that the leading AI model would use its intelligence to self-improve, leaving others in the dust, and quickly achieving a godlike superintelligence. Instead, we…
Definitely stay to the end on this one, especially if you have kids. Great advice on what excellence looks like in raising resilient kids who are both loved/supported and pushed to excellence. Thank you Patrick for going deeper on the last question
My conversation @ZachBDell on building Base Power If you are interested in energy, the grid, and how each are changing, this is an awesome overview Even since we recorded, Base is scaling at an impressive clip A company, and entrepreneur, to watch
United States 趋势
- 1. Josh Allen 14.5K posts
- 2. Texans 29.8K posts
- 3. Davis Mills 4,333 posts
- 4. #MissUniverse 139K posts
- 5. Will Anderson 4,174 posts
- 6. Ray Davis 2,006 posts
- 7. Maxey 3,737 posts
- 8. #TNFonPrime 1,919 posts
- 9. Christian Kirk 3,059 posts
- 10. James Cook 4,758 posts
- 11. Taron Johnson N/A
- 12. Nico Collins 1,600 posts
- 13. Cole Bishop N/A
- 14. Costa de Marfil 6,311 posts
- 15. Sedition 251K posts
- 16. Shakir 3,838 posts
- 17. #BUFvsHOU 2,102 posts
- 18. #htownmade 1,848 posts
- 19. #Isles 2,376 posts
- 20. Bernard 9,783 posts
你可能会喜欢
-
Permanent Equity
@PermanentEquity -
Main Street Summit
@MainStSummit -
David Rosenthal
@djrosent -
Clayton Dorge
@Clayton_Dorge -
brad slingerlend
@bradsling -
Joel Cohen
@joelmcohen -
Sam Rosati
@Sam_Rosati -
Mark Valdez
@_markvaldez -
Peggy Mangot
@peggymangot -
Zavain Dar
@zavaindar -
kelceylehrich
@kelceylehrich -
Dom Wells
@DomWellsOnfolio -
Scott Norton
@swhnorton -
Kevin Henderson
@KHendersonCo -
Kevin McArdle
@Kevin_McArdle
Something went wrong.
Something went wrong.