The Rookie @AcunaMatata86
Christ first. investing in cycles - current focus: commodities | baseball card IG: therookie.atx Austin, TX Joined July 2017-
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The Rookie retweeted
choose your moat
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The Rookie retweeted
Such a powerful visual representation of what happens when barriers to entry are removed in a market previously controlled by a monopoly or cartel
Such a powerful visual representation of what happens when barriers to entry are removed in a market previously controlled by a monopoly or cartel
The Rookie retweeted
Conviction / Timing Graph.
The Rookie retweeted
My test of almost any exec is whether they have studied DBS and how they infuse kaizen (continual improvement) into their culture and processes. A couple of my biggest business failures are not investing in Danaher alumni who went on to run GE and Ingersol Rand.
My test of almost any exec is whether they have studied DBS and how they infuse kaizen (continual improvement) into their culture and processes. A couple of my biggest business failures are not investing in Danaher alumni who went on to run GE and Ingersol Rand.
The Rookie retweeted
$PLTR cofounder Peter Thiel in a new interview on who is most likely to lose their jobs to AI: "It seems much worse for the math people than the word people" "Within 3-5 years will be able to solve all the US Math Olympiad problems. That would shift things quite a bit."
The Rookie retweeted
Finding a wife by hanging out beside the Stanley display and looking confused.
The Rookie retweeted
Wondering what asset class will do best if “inflation stays higher for longer”? Here is what worked in the 1970s 👇🏼👇🏼👇🏼 via GMO’s White Paper #Coal #Oil #StocksToBuy #energy #valuestocks
The Rookie retweeted
We live in a strange world. For some reason, Bloomberg will write about Chinese #coal production, but they will omit how production is actually faring this year. breakwaveadvisors.com/insights/2024/…
The Rookie retweeted
Matt Levine on the current state of the market
The Rookie retweeted
This little book is the company building philosophy of David Ogilvy broken down into bite-sized pieces. Buffett called Ogilvy a genius and this is a list of ideas Ogilvy wanted to pass on: 1. Discovery consists of seeing what everyone has seen and thinking what nobody has…
Quality mgmt is the ultimate competitive advantage.. something those top 3 teams on here have in spades.. Stearns a difference maker
Quality mgmt is the ultimate competitive advantage.. something those top 3 teams on here have in spades.. Stearns a difference maker
Imagine the smell if we retest $32k to form the perfect IH&S $btc $clsk $mara .. will reload the boat at $48k and triple down at $32k
Imagine the smell if we retest $32k to form the perfect IH&S $btc $clsk $mara .. will reload the boat at $48k and triple down at $32k
The Rookie retweeted
Captivated by the dynamic shifts within the $XLE energy sector—a perfect full cycle unfolding, indicating a robust upward trajectory. This reinforces my confidence in maintaining a long position in #CrudeOil. Stay tuned as I delve into sectors to steer clear of and those…
The Rookie retweeted
A solid 6. 😂
The Rookie retweeted
Why did God create evil? A professor at the university asked his students the following question: - Everything that exists was created by God? One student bravely answered: - Yes, created by God. - Did God create everything? - a professor asked. “Yes, sir,” replied the student.…
The Rookie retweeted
The happiest people I know are slowing down, not speeding up.
The Rookie retweeted
Frank Slootman really is the business version of a Navy Seal. And when a CEOs retirement prompts a $17 billion loss in market cap, it's worth understanding. I reread his original 2018 Amp It Up essay & these were my favorite passages:
The Rookie retweeted
American politics explained in one chart.
The Rookie retweeted
This post is blowing up on r/Biotech Is there a lack of leadership in Biotech?
The Rookie retweeted
“Kindness is giving hope to those who think they are all alone in this world.”
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