Ivan Radojicic @IvanRadojicic91
Talk less, listen more. Joined September 2014-
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The big money is not in the buying or selling, but in the waiting. - Charlie Munger
Charlie:
“The cave you fear to enter holds the treasure you seek.” Joseph Campbell And the treasure isn’t a tangible thing. It’s the person you become when you choose to enter that cave and commence the search.
Rembrandt van Rijn (1606 - 1669): The Storm on the Sea of Galilee, 1633, Oil on canvas
If you're behind, the simplest thing to do is focus as narrowly as possible on the one thing that users care about the most.
"Nothing so undermines your financial judgement as the sight of your neighbor getting rich." J.P Morgan
# on shortification of "learning" There are a lot of videos on YouTube/TikTok etc. that give the appearance of education, but if you look closely they are really just entertainment. This is very convenient for everyone involved : the people watching enjoy thinking they are…
“Ain’t only three things to gambling: Knowin’ the 60-40 end of a proposition, money management, and knowin’ yourself. Any donkey knows that.” - Puggy Pearson, pro poker player. (via @mjmauboussin in his amazing book. Though the first time I heard it was from @B3_MillerValue)
Jeff Bezos: All of my best decisions in business and in life have been made with heart, intuition, guts--not analysis. When you can make a decision with analysis, you should do so, but it turns out in life that your most important decisions are always made with instinct,…
Here we go again! Tonight I start teaching Security Analysis @Columbia_Biz for the 32nd consecutive year. I am always excited and nervous in anticipation. Ben Graham started teach "Advanced Security Analysis" in 1927 at the extension school of Columbia College @CenterDodd
A super skill worth developing: Disagreeing without being disagreeable.
“Life without a design is erratic,” Seneca wrote, and full of uncertainty. Procrastination feeds on uncertainty. Routine eliminates that uncertainty. We know what we do and when we do it. Procrastination is boxed out—by the order and clarity you built.
Warren Buffett's 14 minute introduction at the 2018 Berkshire Hathaway meeting should be required listening for new investors (and for plenty of more experienced investors as well). Link below if you're interested. youtu.be/sYiv4AMq9Tk?si…
The Best of Charlie Munger
The beginnings of a great investing education
“If you wish to improve, be content to appear clueless or stupid.” — Epictetus
I'm really glad when my team at Spotify proves me wrong, like they did with "Discover Weekly." People often think founders have everything planned out from the start, but that's at least not true for me. A lot of times, I rely on feedback from our team, customers, and partners.…
“Less noise and more green” – Tolkien
“Always say less than necessary.” — Robert Greene
My notes from Poor Charlie's Almanack: The Wit and Wisdom of Charlie Munger turned into maxims: 1. Find a simple idea and take it seriously. 2. Good ideas are rare. When you find one bet heavily. 3. Humans have been writing down their best ideas for 5,000 years. Read them.…
Aria Saintlouis @AriaSaintl55512
81 Followers 5K Following
Ezekiel Farmer @EzekielFar46342
3 Followers 723 Following
Stouse @Stouse252410
0 Followers 36 Following
Wanderer @j9y6HalD8bSmnNJ
56 Followers 1K Following I am a lively and cheerful girl who would like to meet a good friend.
Harmony Banghart @BanghartHa87288
73 Followers 5K Following
Lemma @vcdealflow
4K Followers 1K Following Venture Capital & Media Deal Flow to your Inbox: https://t.co/2TgxMFSR7u Connecting Startups with Investors: DM us if you are Raising
Phoebe Baruch @PhoBaruch
49 Followers 5K Following
Marsh Equity Research @MarshEquity
8K Followers 2K Following We find companies trading below their intrinsic value and share them via an email newsletter. Join our free private community below.
Reena Vallette @ReenaValle
43 Followers 5K Following
Kindra Maise @KindraMais13906
80 Followers 5K Following
Nobuko Eisenzimmer @NEisenzimm
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Kandra Mazur @KandraMazu
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Yu Dorvillier @YDorvillie
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Lindsey Mlinar @LindseyMli93485
81 Followers 5K Following
Bunny Burgette @burgett_bun
51 Followers 5K Following
BTC Sessions😎 @BTCsecsions
3K Followers 2K Following Host of the BTC Sessions on YouTube. Powered by @thebitcoinwell nostr:#npub1rxysxnjkhrmqd3ey73dp9n5y5yvyzcs64acc9gOk2epcpwwyya4sphnp8
Isidra Cornforth @CornforthI50563
80 Followers 5K Following
Karry Smidt @KarrySmidt25168
35 Followers 5K Following
Teresa Dunlap @ter_dunl
47 Followers 5K Following
Tabitha Armstrong @TabithaArm20183
93 Followers 3K Following
Millicent Grisanti @MillicentG73528
68 Followers 5K Following
Shala Morningstar @ShalaMorni7684
97 Followers 5K Following
Anjelica Bernskoetter @bernskoett68750
87 Followers 5K Following
Sky Ultseh @ultseh48858
70 Followers 5K Following
Nyla Wathen @WathNyl
30 Followers 5K Following
Sheila Gardner @GardnerShe11090
50 Followers 3K Following
Angele Zebel @AngeleZebe90201
77 Followers 5K Following
Daria Conkin @ConkinCon
37 Followers 5K Following
GavinSBaker 🇦🇶 @GavinSBakerl
101 Followers 3K Following Managing Partner & CIO, @atreidesmgmt . Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/iNflUvaL2i
Ryland Bernard @RBernard57038
78 Followers 3K Following
Malaika Santander @MalaiSantande
48 Followers 5K Following
Kum Crockett @CrockettCrocket
40 Followers 5K Following
Paulita Kindschuh @PauliKindsc
55 Followers 5K Following
Ava Rabassa @ava_raba
33 Followers 5K Following
Dayana Allaband @DayaAllaban
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McSyshee @syshee23763
27 Followers 490 Following
Debbie @debbie_horrell_
177 Followers 3K Following
Patricia @patricia_giambr
150 Followers 3K Following
Debra @taylor47debra
199 Followers 3K Following
Matt Loszak @MattLoszak
7K Followers 173 Following CEO @AaloAtomics, posts on nuclear and energy. Past: Cofounded @gethumi, fun in Engineering & Physics
Paul Buser @PaulBuser
2K Followers 359 Following Co-Founder and Co-CEO of Sator Grove Holdings Adjunct Professor at Notre Dame teaching 'The Art of Investing'
Rand Fishkin (follow .. @randfish
465K Followers 125 Following Co-founder https://t.co/UdbZdchYHD & https://t.co/hWzhpB4Sjz. Rarely on Twitter post-new-ownership. Follow https://t.co/7dqtGzKInf instead.
Eugene Ng @EugeneNg_VCap
20K Followers 1K Following Investor. Author. Angel. Founder@Vision Capital & Ventures. Investing in companies that reflect our best vision for our future. Musings on investing & life.
Joel Cohen @joelmcohen
14K Followers 289 Following Member of the investment team at MIT Investment Management Co, writing especially for emerging managers + early career investors (https://t.co/opkgBmzwUj)
Speedwell Research @Speedwell_LLC
5K Followers 172 Following 📖 Free Newsletter & Memos: https://t.co/CDu3UvpBhu 🎧 The Synopsis Podcast: https://t.co/KBOlX3WDbJ ⬇️ for Research. By Drew Cohen & @kevg1412
Art of Investing @artofinvest
981 Followers 19 Following A global community of lifelong learners open to all who wish to explore the joys of compounding together.
Ben Weiss @thaddeus_hatter
2K Followers 168 Following nothing here should be considered investment advice.
Rich Greenfield, Ligh.. @RichLightShed
53K Followers 4K Following Partner & TMT Analyst LightShed Partners GP LightShed Ventures Media Futurist Websites & Social Links: https://t.co/9u1Ibhj4TO
Matt Reustle @ReustleMatt
5K Followers 1K Following CEO @joincolossus | Former: Raven Capital + GS Research
SC @soonercapital
585 Followers 178 Following
Andrew Walker @AndrewRangeley
33K Followers 793 Following Head of Research and Portfolio Manager at Rangeley Capital. Part time podcast host / blogger; Full time Cookie Monster.
William Green @WilliamGreen72
40K Followers 5K Following Author, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life." Available at https://t.co/7842Q0Vv1B
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
In Practise @_inpractise
21K Followers 615 Following Primary Research for long-term fundamental investors.
Jerry Capital @JerryCap
41K Followers 568 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Mario Cibelli @mario_cibelli
11K Followers 1K Following Founder @MPEMLLC|Equities|🔎📈🥊|Personal Account|🇺🇸⚽️🚴🏼♂️🥾⛰️|Tweets are opinions & do not constitute investment advice
Miller Value Partners @MillerValue
8K Followers 105 Following We are an investment management firm led by Bill Miller IV, specializing in value-focused, long-term investing. We think and invest differently.
Patient Capital Manag.. @PatientCM
611 Followers 25 Following Woman owned and operated next generational value investment advisor
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Philip E. Tetlock @PTetlock
47K Followers 538 Following Penn-Integrates-Knowledge (PIK) Professor, Wharton & School of Arts & Sciences. Likes = interesting; Retweets = very interesting; Interesting ≠ endorsement
Alex Kolicich @AlexKolicich
3K Followers 912 Following Founding GP @8VC Former @PalantirTech, @Google, Clarium, @UWaterloo Interested in IT, BioIT, Macro, Public Equities
Glen Kacher @GlenKacher
8K Followers 2K Following Managing Director & CIO of Light Street Capital. Tech investor and sports fan. A bright future relies on innovation. Opinions are mine. No investment advice.
John Rotonti Jr @JRogrow
15K Followers 2K Following Family first. Analyst/investor. I enjoy good food, coffee, health/fitness, travel, nature, and space. Views are my own. Not investment advice.
lauren taylor wolfe @LTwolfe
7K Followers 620 Following
Dan Rasmussen @verdadcap
39K Followers 899 Following I am the founder and CIO of Verdad Advisers. Views are my own. Join our email list: https://t.co/jbASQUtki5
Kai Wu @ckaiwu
6K Followers 831 Following ⚡ Founder, Sparkline Capital | ✨ $ITAN ETF | 🔭 Intangible Investing Using AI & NLP | Email list: https://t.co/KNREHfSwv0
Compounding Quality @QCompounding
366K Followers 353 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.
muji @ hhhypergrowth @hhhypergrowth
55K Followers 660 Following Hypergrowth investor doing research into the tech behind the SaaS. Now with a premium newsletter, plus free articles monthly. -muji
Marko Papic @Geo_papic
44K Followers 89 Following Geomacro strategist. Author of Geopolitical Alpha. Views on Twitter are my own.
litquidity @litcapital
360K Followers 981 Following founder @ litquidity capital // meme slinger, investor, advisor // newsletter @exec_sum // scout @baincapvc
Freda Duan @FredaDuan
11K Followers 319 Following Investing @ Altimeter Capital. No investment advice
Danel Dayan @DanelDayan
2K Followers 1K Following VC @BatteryVentures. Cloud Infra, Dev Tools, Security, Data. Prev. M&A @Google. Views are my own, no investment advice intended.
Robert Armstrong @rbrtrmstrng
15K Followers 2K Following US financial commentator, FT. These views are mine. The pursuit of pleasure is hard work. Sign up for my newsletter; link below
Stephanie Palazzolo @steph_palazzolo
8K Followers 3K Following Writing AI Agenda @theinformation, texan, & horror movie aficionado // reach me at [email protected] or on Signal at 979-599-8091
Kate Clark @KateClarkTweets
56K Followers 610 Following Senior Reporter, deputy bureau chief @theinformation covering the money powering Silicon Valley. Author of Dealmaker. Kate@theinformation. Signal: 415-409-9095.
Meghan Reynolds @MeghanKReynolds
14K Followers 492 Following Partner & Head of Capital Formation at Altimeter, fmr Partner @TPG; Insanely proud Mom of 2. No Investment Advice, Views My Own
Business Breakdowns @bizbreakdowns
17K Followers 59 Following Official account of the Business Breakdowns Podcast. Diving deep into a single business and finding the key lessons for investors and operators. @joincolossus
Jason Kilar @jasonkilar
43K Followers 322 Following Big believer in the powers of innovation, empathy and great storytelling. Former WarnerMedia CEO. Hulu founding CEO. Amzn. Tar Heel. Proud product of the Burgh.
Andrej Karpathy @karpathy
980K Followers 905 Following 🧑🍳. Previously Director of AI @ Tesla, founding team @ OpenAI, CS231n/PhD @ Stanford. I like to train large deep neural nets 🧠🤖💥
Apoorv Agrawal @apoorv03
4K Followers 274 Following Investing at Altimeter. Before: eng @palantirtech, alum @stanford. Views here personal
Stijn Van Nieuwerbur @SVNieuwerburgh
5K Followers 188 Following Finance and real estate professor at Columbia Business School
jeff gramm @jeff_gramm
8K Followers 949 Following author of Dear Chairman: Boardroom Battles and the Rise of Shareholder ActivismGood episode on how utilities can be a bottleneck for AI revolution. "I don’t think people quite realize the degree to which Microsoft is really just an energy company. We need power and we need silicon, we need chips...If we don't have one of those two things, we're in a lot of…
Dude is playing 3D chess
In 2017 if you were long $FB it was a capital light, social media company, with network effects. Now it's a capital heavy, AI TV network, with scale in AI that can only be profitably replicated by a couple companies.
Me and my high school physics teacher at my PhD graduation
High school teachers can have much bigger impact on young people's lives than university professors. We forget that sometimes. I just received a photo of my geology teacher in high school. I never went to study geology, but this man has been a great inspiration to me.
Our @artofinvest teacher today is Mitch Rales, one of the most iconic business builders and philanthropists of our time. Having cofounded @DanaherCorp 40 years ago alongside his brother and best friend, Steve, the Rales boys have strung together a track record of compounding that…
See you next season, @LCFC 👋🦊
Gartners bearish Google take getting rekt
Gartner: "By 2026, Google will lose 1/4 of queries to AI" Datos: "Really? Let's investigate that claim with data from millions of real Internet users." datos.live/predicted-25-d… Embarrassing that this rebuttal isn't getting the traction of the original.
Three tables/charts that caught my attention in Michael Mauboussin’s @mjmauboussin latest piece, “Valuation Multiples What They Miss, Why They Differ, and the Link to Fundamentals” 1 | For the same EBITDA, companies with lower DA, higher EBIT should have higher EV/EBITDA…
TIE. GAME. ❗ Conor Gallagher with a beautiful strike to tie it at two.
The check style dress shirt. Another worthy option in your wardrobe. This can be in gingham check, tattersall, window pane etc. Shirt on the right is from Charles Tyrwhitt (affiliate link): bit.ly/3wmhakx Trousers from Bonobos (affiliate link):…
The photos I don't delete on my phone are an accurate gauge of what I value. Family. Friends. The outdoors. Water. Skiing on snow is over. Summer is coming
Such a good framework. Captures my portfolio.
Connor Leonard’s Investment Filter
How many billions of $ in government subsidies related to climate change has $TSLA benefited from…?! Hypocrisy, thy name is Elon…
WHAT. A. HIT. 🎯 Jeffrey Schlupp ties it up for Crystal Palace.
Great new interview with Jerry Seinfeld. gq.com/story/jerry-se…
Microsoft’s yearly data center spend for the next few years is more than that of the Apollo program (yes, adjusted for inflation)
My conversation with @mjmauboussin and @bgurley on all things investing We cover: - AI - regulatory capture - the different types of increasing returns to scale - hardware - capital markets - working with extreme talent Bunch more Enjoy joincolossus.com/episodes/82708…
$META CEO: "Before we make much revenue from some of these new products, I think it's worth calling out that we've historically seen a lot of volatility in our stock during this phase of product playbook where we're investing & scaling new products but aren't yet monetizing them"
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