Similar User
@HaydenCapital
@UpslopeCapital
@soonervaluecap
@willis_cap
@treiner5
@TegusHQ
@komrade_kapital
@eboroian
@Socialistshariq
@TravisWiedower
@GWNeNOW
@EngrAbdulmuhsen
@ValueSotp
@CharlieZvible
@Badpak
Groundhog Day spotgamma.com/semantic-satia… via @spotgamma
MLB coaches having to mask up and social distance before arguing with the ump 😂
Hard to beat a suite strategy and MSFT's ELA wsj.com/articles/micro… via @WSJ
“Prediction Machines” by Ajay Agrawal ML is cheap prediction. Software is eating the world, and ML is eating software. As the invention of the transistor made arithmetic cheap, so too will ML allow us to abstract away and automate prediction workflows. Timely read. #BookReview
“Free Cash Flow and Shareholder Yield” by Bill Priest of @epochinvest FCFPS is king, ignore EPS. Be mindful of the structural imbalances in the economy and major drivers (globalization, liquidity, etc). Written in 2007, and forsaw the housing bubble/CDO blowup. #bookreviews
A deep well for sources of fundamental and technical misunderstanding
CNBC: "while 78% of out of work individuals describe themselves as temporarily laid off, new research suggests for many the job losses will be permanent’ […] U Chicago estimates 42%, or about 11.6 million, of all jobs lost through April 25 due to COVID19 will be gone for good."
A well reasoned position on US-China
China’s spasming belligerency is a sign not of confidence and strength, but instead insecurity and weakness. It is an exceedingly appropriate response to the pickle the Chinese find themselves in. Part III of my series on A Failure of Leadership: mailchi.mp/zeihan/a-failu…
“Big Data: A Revolution” by @Viktor_MS Written in 2013, it helped you catch the FANG data moats, the explosion in AI/ML applications, and the inevitable privacy/ethics quagmires. Reminder of why it’s so important to catch these works on generational tech shifts. #bookreviews
With $RNG/$EGHT and $TWLO/Nexmo, you're constantly reminded to focus on the leader. Power law is permeating more business models as the world digitizes, like we’ve seen in $GOOGL/Bing, $FB/$TWTR, etc.
A case study on Pinduoduo and the rise of social e-commerce: blog.ycombinator.com/pinduoduo-and-…
Felt like college admissions results. So much for the hotel/flight deals 🤷♂️
$ZM acquihiring the Keybase team is interesting. It’s a solid encrypted chat platform, maybe the next best thing to owning $WORK.
$SQ Cash App… 14mm direct deposit users vs 3mm a month ago… $1.3bn of deposits up 2x from Jan. Some heat here.
United States Trends
- 1. Josh Allen 18,5 B posts
- 2. Steelers 46,1 B posts
- 3. Lions 68,3 B posts
- 4. Lions 68,3 B posts
- 5. Eagles 54,5 B posts
- 6. Jalen 25,8 B posts
- 7. Broncos 18,5 B posts
- 8. Jonathan Taylor 1.636 posts
- 9. TJ Watt 3.449 posts
- 10. Colts 14 B posts
- 11. #OnePride 8.169 posts
- 12. Tyler Bass 1.123 posts
- 13. #HereWeGo 6.353 posts
- 14. #BUFvsDET 8.791 posts
- 15. Tony Romo 1.141 posts
- 16. Mahomes 24,4 B posts
- 17. Dan Skipper 2.984 posts
- 18. Jets 37,7 B posts
- 19. Ty Johnson 1.368 posts
- 20. Dolphins 29,7 B posts
Who to follow
-
Fred Liu
@HaydenCapital -
Upslope Capital
@UpslopeCapital -
soonervaluecap
@soonervaluecap -
Willis Cap
@willis_cap -
Thomas Reiner
@treiner5 -
Tegus by AlphaSense
@TegusHQ -
komrade
@komrade_kapital -
eric boroian
@eboroian -
Mohammad Shariq
@Socialistshariq -
Travis Wiedower
@TravisWiedower -
Gamer World News
@GWNeNOW -
Misin’ Point
@EngrAbdulmuhsen -
Homeless Value / SOTP Investor
@ValueSotp -
Charlie Zvibleman
@CharlieZvible -
Alex
@Badpak
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