Deviant Perception @DeviantPercept

25 yr fund manager observing greed and fear. Hobbies incl sit-ups, push-ups, capacity for suffering & spotting fishermen from afar. Manhattan, NY Joined September 2021

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Just Another Pod Guy @TMTLongShort

3 weeks ago

I’m seeing a lot of clueless takes that are confusing themselves with improper framing. Kirk’s core demographic was young men who were new to politics and had yet to be radicalized in either direction. His style was primarily around respectful debate and logic. He was…

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david friedberg @friedberg

3 weeks ago

free speech. but we’ll shoot you. something is deeply broken in the west. if we don’t fix it, eventually everyone could be ushered at gunpoint to sign the proclamations of the Truth Ministers.

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Bill Ackman @BillAckman

3 weeks ago

The events of the last few days have made it incredibly clear that we need to change our tolerance for violent offenders. One strike and you are out.

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Deviant Perception @DeviantPercept

a month ago

Driving durable organic growth has always been the main value driver for public markets. Good to see private markets are starting to “get it”

Boring_Business @BoringBiz_

a month ago

Driving durable organic growth has always been the main value driver for public markets. Good to see private markets are starting to “get it”

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Deviant Perception @DeviantPercept

5 months ago

Comp consultants are one of the most under-appreciated cartels in the corporate world

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Deviant Perception @DeviantPercept

5 months ago

The truth is there are great businesses mis-priced for the long term hidden in plain sight.

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Daniel @MnkeDaniel

5 months ago

3. "Don't let successes or failures define you." Everyone has successes and failures. If you let them define you, you'll never make unbiased decisions again. Learn from them and then leave them behind.

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Daniel @MnkeDaniel

5 months ago

2. "The best opportunities were the uncomfortable ones." Markets are more rational than value investors want to give them credit for. The best opportunities exist in uncertain times. If you wait for the dust to settle, you won't be faster than the market and returns shrink.

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Daniel @MnkeDaniel

5 months ago

6. "I always build a position slowly." You never know a company until you own it. There's a lot of truth to that. It's part of what Bolton is getting at when he talks about looking at and understanding the chart.

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Naval @naval

9 months ago

AI is eating UI.

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Gary Brode @Gary_Brode

9 months ago

5 Things to Know - Thing 5) How Much Does Liquidity Matter and When Would We Accept Less of it?:

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MastersInvest.com @mastersinvest

9 months ago

"If you browse a corporate presentation and you see all the great things about the industry, the idea, the theme, the future, but very little about the economics of the business, it’s usually a no-brainer to stay away." - The Brooklyn Investor

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Gavin Baker @GavinSBaker

9 months ago

Can you even be a real person if you haven’t seen Gladiator, Braveheart, The Matrix, Godfather 1 + 2, LOTR trilogy, Heat, Princess Bride, Star Wars, Star Trek, Game of Thrones etc. multiple times. Serious question imo.

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Elon Musk @elonmusk

9 months ago

Do the people of New York City really want their tax dollars spent this way?

Ashley St. Clair @stclairashley

9 months ago

Do the people of New York City really want their tax dollars spent this way?

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Elon Musk @elonmusk

9 months ago

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Kuppy @hkuppy

9 months ago

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blue @bluewmist

10 months ago

when I was making a lot of mistakes in my archery class, the instructor told me this: “you are making mistakes because you are focusing on your target and not on your actions.” and that solved many of my life problems.