Threads
this is a great read for anyone who cares abt the future & probably should be mandatory for people in charge of public policy. after the first chapter it becomes painfully apparent...
i think a lot of tech startups looked at google or microsoft’s playbook of attracting & retaining top talent via stock based compensation and sort of assumed investors would trust...
thread of images/memes you can post if you’re in need of a banger. i periodically see these doing like 10k+ on the tl so figured i’d put them all in one place as an act of public s...
i don’t have any thoughts about potential twitter monetization strategies because the way i see it - who cares? twitter has been by far my favorite experience w social media & if t...
some great threads from the past week https://t.co/meWLwImbWk
if youre new to my account, i mostly tweet jokes about finance & tech. there are however a few items about which im serious • building a semiconductor fab in the US • establish...
“i’m going to learn about investing” journey phase 1: intelligent investor > ben graham & warren buffet, value investing, some peter lynch stuff, maybe even some greenblatt & k...
Average Q3 Letter Dear Investors, As you know, there has been significant uncertainty in the markets these last few quarters & it’s felt like there has been weeks where decades...
new alpha just dropped https://t.co/JRVMWjczqj
what’s a dcf? there’s probably already a million threads on this but oh well sophieconomics 101 - valuing a business a dcf is a discounted cash flow model that we’ll use to g...
wow one year on twitter. it’s been a crazy ride & people have been asking me how i got all these followers in just a year so i thought i’d do a thread to talk about it. was it a...
Day in the Life of a Hedge Fund Analyst Few live to tell the tale. "Was it like Billions?" "Describe ur investment process?" "What did u learn?" I get these questions all the ti...