mochi
@mochibeanmochinot a coffee bean, not a jelly bean, just a mochibean in between
Similar User
@olafureliasson
@LongHillRoadCap
@corry_wang
@MeghanKReynolds
@Conaw
@lisawehden
@ZacharyDeWitt
@mnwsth
@Edelweiss_Cap
@jay_drainjr
@Mark_Goldberg_
@norecipes
@mcadonofrio
@pierre_azoulay
@janerikasplund
Around 2016, an acquaintance asked which person, in a long life, he felt most grateful to. “My second wife’s first husband,” Munger said instantly.
I came across this today and it made me smile because it cuts through all the noise: A fact is information minus emotion. An opinion is information plus experience. Ignorance is an opinion lacking information. And stupidity is an opinion that ignores the facts.
I've always thought the biggest thing a founder buys from a VC is a bridge loan of credibility in advance of tangible evidence.
1. Gross up when you see pro investors make decisions out of fear/business preservation 2. It will feel frightening when you do it 3. When it gets to feel too easy, it is 4. “This time is different” usually isn’t 5. Own businesses that control their destiny 6. Be greedy on price
I don’t think folks really understanding how bad the crowding is in TMT. It’s not just Tiger Cubs. Literally everyone owned FAANMG for years. Just getting to “cheap now” is not a washout. People made so much money for so long they levered up positions. When the leverage gets…
Only competitive advantages I believe in investing (in that order) 1. Duration of capital 2. Consistency of inflows 3. Temperament when things get tough 4. Not being lazy and do the basics before buying a business If intelligence were the main factor, 99.9% would have no hope!
"You have two lives. The second begins when you realise you only have one." - Confucius
Further to my tweet earlier today about sharp bear market reversals. Don't be fooled by them. They often signal that people's greed instincts & FOMO aren't yet dead. They need to be for the market to bottom.
The last 21 times Nasdaq had an intraday reversal of +5% happened during brutal bear markets.
Actually as I recall it’s 10% luck 20% skill 15% concentrated power of will 5% pleasure 50% pain And a hundred percent reason to remember Maffei
S&P 500 intra-year drawdowns of... -1% happens every year on average. -5% happens every 1.1 years on average. -10% happens every 1.6 years on average. -15% happens every 2.5 years on average. -20% happens every 4 years on average. -30% happens every 9 years on average. $SPX
for a long duration asset class, VC is surprisingly a popularity contest
"There’s no edge in the middle. Know nothing, or know everything." "People on the left don’t know much. They live and die by the meme. And right now, the meme is pure alpha." "The people in the middle overthink everything." twitter.com/michaelbatnick…
United States Trends
- 1. Jake Paul 989 B posts
- 2. #Arcane 224 B posts
- 3. Jayce 49,6 B posts
- 4. #SaturdayVibes 2.987 posts
- 5. Good Saturday 25,5 B posts
- 6. Serrano 1.346 posts
- 7. #saturdaymorning 2.034 posts
- 8. Vander 16,1 B posts
- 9. #SaturdayMotivation 2.018 posts
- 10. maddie 20,4 B posts
- 11. #HappySpecialStage 94 B posts
- 12. Pence 81,3 B posts
- 13. Isha 38,2 B posts
- 14. Jinx 108 B posts
- 15. WOOP WOOP 1.373 posts
- 16. Rizwan 8.551 posts
- 17. John Oliver 14,2 B posts
- 18. He's 58 31,3 B posts
- 19. Father Time 10,8 B posts
- 20. Super Tuna 24,7 B posts
Who to follow
-
StudioOlafurEliasson
@olafureliasson -
Implied Expectations
@LongHillRoadCap -
Corry Wang
@corry_wang -
Meghan Reynolds
@MeghanKReynolds -
Conor White-Sullivan 𐃏🔍🇺🇸
@Conaw -
Lisa Wehden
@lisawehden -
Zach DeWitt
@ZacharyDeWitt -
Manu Awasthi
@mnwsth -
Edelweiss Capital
@Edelweiss_Cap -
jaydrainjr.eth
@jay_drainjr -
Mark Goldberg
@Mark_Goldberg_ -
No Recipes (by Marc Matsumoto)
@norecipes -
Mary D'Onofrio
@mcadonofrio -
Pierre Azoulay
@pierre_azoulay -
Jan-Erik Asplund
@janerikasplund
Something went wrong.
Something went wrong.