The Idea Farm @TheIdeaFarm
Investment research service led by @MebFaber 📩 Newsletter: https://t.co/YGoVjjHIMj 🎙️ Podcast: https://t.co/qD32TsE3uV 📺 YouTube: https://t.co/VrojlwvREM… theideafarm.com Joined August 2012-
Tweets2K
-
Followers5K
-
Following2K
-
Likes148
“The fact that their (stocks) return was astronomical that year doesn’t predict…they’re going to continue to do astronomically well.” -- Professor Ken French
Kevin Kelly's 101 Pieces of Advice In honor of his birthday, @kevin2kelly shared 101 bits of advice he wished he had known earlier. Here are 10 of our favorites 1. Admitting that “I don’t know” at least once a day will make you a better person. 2. Read a lot of history so you…
Ken French shares how to remove your emotions from the investment process youtube.com/watch?v=B_OoCx…
🎙️Top Podcasts of the Week 🎙️ 🧠Netflix Culture | @tferriss w @reedhastings tim.blog/2024/04/03/ree… 📈Trend Following | @GuyAdami & @kaitlin_malin w @niederhoffer riskreversal.com/golds-shining-… 🎯 Value Investing | @practicalquant & @JJCarbonneau w @Greenbackd excessreturnspod.com/channel/excess…
"Robinhood customers traded about 119 million options contracts in February, a monthly record in the company’s disclosures going back to January 2021." @hannahmiao_ wsj.com/finance/stocks…
New podcast with @GMOInsights' Catherine LeGraw! She explains why this is “the best relative asset allocation opportunity we’ve seen in 35 years.” youtu.be/BbzXoOVFlfE
Ken French: Five Things I Know About Investing Legendary finance professor Ken French shared the five things he knows about investing. 1. Risk is uncertainty about lifetime consumption "...think about risk holistically. How will a potential investment vary with your existing…
"How many years will it take to know that someone has skill to cover [trading] costs, expenses and fees? I'm looking for an expected t-statistic of two. I just want to be outside the standard of error. In this particular case, the answer is 64 years." youtube.com/clip/UgkxNLNYJ…
Meb shares his take on why markets trend @Downtown @michaelbatnick youtube.com/watch?v=ZWKUba…
This chart from @bespokeinvest may surprise people Coming into today, technology had the fewest stocks trading above their 50-day moving averages at just 9.2%, while Utilities had 100% of stocks above their 50-DMAs.
. @InvestAmerica24 is an idea to help bridge the wealth gap in the U.S. @Downtown @michaelbatnick youtube.com/watch?v=ZWKUba…
“If someone’s gonna consume alpha, someone has to supply alpha.” Love this 😊 Good listen w/ @CliffordAsness @MebFaber podcasts.apple.com/us/podcast/the…
So much wisdom from Ken French on personal investing. About the most sensible summary I’ve ever heard. podcasts.apple.com/us/podcast/the…
“...You shouldn't expect to make money without bearing risk, but you shouldn't expect to make money just for taking risk. You have to sacrifice certainty, but it has to be done skillfully and intelligently, and with emotion under control.” oaktreecapital.com/insights/memo/…
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqVCorey Hoffstein 🏴�.. @choffstein
66K Followers 1K Following CEO & CIO (Newfound Research) | 🥞 Return Stacking | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment adviceKuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.Jim O'Shaughnessy @jposhaughnessy
176K Followers 5K Following https://t.co/15Q9m1GtMQ https://t.co/HGYG4UoYts 🎙Wes Gray 🇺🇸 @alphaarchitect
47K Followers 4K Following Marine. Ph.D. Dad x3. Blog/Education/Indexes/Tools: https://t.co/uYiYwqvK7J ETFs: https://t.co/D8FDBnV76Z White Label ETFs: https://t.co/gGlhaJsd2B Grateful: #USMC #MFTFChristopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBqValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5HTobias Carlisle @Greenbackd
66K Followers 2K Following PM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ).Callum Thomas @Callum_Thomas
116K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.Cullen Roche @cullenroche
89K Followers 2K Following Helping people make smarter & more disciplined decisions with their money. | Founder & CIO @disciplinefunds 📊 | Author @pragcap 📖| PM of $DSCF 💰Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.Warren Pies @WarrenPies
38K Followers 2K Following Founder @3F_Research...Formerly with Ned Davis Research, Recovering Attorney (step 4), Highlighting when I'm rt...downplaying when I'm wrong.Bespoke @bespokeinvest
206K Followers 905 Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66OAdam Butler @GestaltU
14K Followers 3K Following CIO of ReSolve Asset Management. Tweets and/or views do not represent ReSolve’s investment positioning.John P. Hussman, Ph.D.. @hussmanjp
89K Followers 836 Following Philanthropist. Finance, economics, public policy, neuroscience, genomics, and a 6-string. Realistic optimist often mistaken for prophet of doom.Nomadic Samuel @NomadicSamuel
26K Followers 352 Following Travel Blogger. Amateur Investor. YouTube Partner in crime w/ @ThatBackpacker: (English) https://t.co/48Nr8aIdCc + (Spanish) https://t.co/ALWcbZNskY Not Advice 🚫Phil Bak 🎩 @philbak1
26K Followers 4K Following ceo armada: quant reit investing. narratives drive flows. weekends are for memes. ✌️3Fourteen Research @3F_Research
18K Followers 79 Following The next generation of investment research.RandomDoc @RandomDoc1
44 Followers 64 FollowingJustin Vlaanderen @jmvlaanderen
84 Followers 191 FollowingTom Teeters @Gillie540
36 Followers 39 Followingrocky @rckygry
142 Followers 4K FollowingDavid Enyeart @DavidEnyeart
57 Followers 111 FollowingMagnus @RealBlindsquirl
246 Followers 5K FollowingHiLine Capital @HilineCapital
210 Followers 754 Following In another time’s forgotten space | Learning from the bestWhippetWalker 🌻 @whippet_walker
0 Followers 94 FollowingVasek Fikejz @FikejzVenda
51 Followers 70 Followingeddy abraham @eddzabraham
177 Followers 2K Followingm borchers @mwborchers
52 Followers 271 FollowingRichard O'Brien @rjob59
87 Followers 816 FollowingRevCognition @CognitionRev
50 Followers 305 Following Core team:@volyrXYZ Grab a good one https://t.co/AaRSEwq96b Building the future of #Web3Charlie @C_apple4
83 Followers 598 FollowingR @RyGuyPennState
151 Followers 687 FollowingKyle Arganbright @theSandhiller
262 Followers 852 Following Community Banker, Part-Time Mayor, Weekend Rancher, Craft Beer Pusher, Full-Time Thinker.elonhatesjews @elonhatesj58244
26 Followers 546 Followingnicholaspelchat @NicholasPelchat
49 Followers 22 FollowingZarina Ivanova @zzzzzarooo
0 Followers 13 FollowingJoseph F. Danajovits @JoeDanajovits
11 Followers 39 Following Information Technology Professional - MBA, PMP, MCSE, ITILDC @Jowax2Dan
180 Followers 581 Following Regular guy who likes watching the domestic and global markets. I took those photographs.David Dziekanski @DavidDziekanski
1K Followers 949 FollowingTL @TL87621716
180 Followers 368 Following Gallaher modeled the HIV spike. He & Garry did the same with SARS. That same year, he created the First FDA approved fusion inhibitor, Fuzeon.t2lb8d2do9epe1m @314upxfgqzf4it
4 Followers 118 FollowingMike @MMYams
5 Followers 44 FollowingPrimeBook8x5 @__ace007__
388 Followers 3K Following Market-momentum gambler(TM), PhD natural sciences, X-Citadel, X-Jump, All opinions not my own, data maybe inaccurate, predictions to 4 standard deviations.George Robertson @BickerinBrattle
11K Followers 2K Following Expert in fixed income, equity, and derivatives of both. Started at "Liars Poker" Salomon, last job as head of long duration (US Treasurys) for Morgan Stanley.Geoff Richards @GeoffRicha45617
47 Followers 128 FollowingMatt Zeigler @CultishCreative
1K Followers 2K Following Personal Archive advocate | write | speak | advise | YouTube | husband | and lots of music-related nerdery. All links below. "You know what love is."Bertrand Darnault @DarnBert
394 Followers 3K Following Building 1st-class tools for secondhand ♻️ xHulu video platform engineering lead 📺 #Bitcoin realist & stablecoin maxi 🪙 Waterman of many planing surfaces 🌊Greg Collett @Collettos_Way
637 Followers 716 Following Proprieter of The Gin Montgomery. The East Side’s Local Hang. Instagram: @theginmontgomeryRay Micaletti @RelSentTech
1K Followers 406 Following CIO, Relative Sentiment Technologies | Examining the forces that move markets | Free weekly updates: https://t.co/9AzflLA3VQ | Not investment adviceMoritz Carthaus @MCarthaus
27 Followers 217 FollowingRajashekhar @Rajussn
107 Followers 134 FollowingKathleen_M @Mannophone
59 Followers 2K Following Institutional Investor & Governance Leader, adding Tech, Cybersecurity & FinTech. Mom, Tennis Player, Jazz LoverSteve Wilson @SalesQBWilson1
520 Followers 2K Following President, Sales Performance Group, Fractional Sales - Operational Management, Former Tier-One CEOjosephpearce @Topsecret008
81 Followers 855 Following3ofpugk5jlc @vh0q91ei173umn
0 Followers 126 FollowingMajella @sephmore5
146 Followers 1K Following Econ70 / Concierge / Custodes / Diogenes/ Advisory / Investments / Developer / Horsemen / Murray Hill, NYCMuhammad Amjad @cfafrmcaiaprm
239 Followers 1K FollowingAnthony Ives @AnthonyIves
243 Followers 92 FollowingKrishna Lohia @krishnalohiaaa
1K Followers 560 Following @zerodhaonline. startups, movies, books, fitness.Michael @carpediemlife
2 Followers 365 FollowingMeb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqVClifford Asness @CliffordAsness
129K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.Jim Bianco @biancoresearch
395K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.ethCorey Hoffstein 🏴�.. @choffstein
66K Followers 1K Following CEO & CIO (Newfound Research) | 🥞 Return Stacking | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment adviceMichael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment adviceMorgan Housel @morganhousel
520K Followers 701 Following @collabfund The Psychology of Money: https://t.co/Q2XICE6VhE Same As Ever: https://t.co/1HOKjvZAcU Director at Markel GroupKuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.Ben Carlson @awealthofcs
256K Followers 717 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLvBen Hunt @EpsilonTheory
167K Followers 2K Following Hope has two beautiful daughters - Anger and Courage. Anger at the way things are, and Courage to see that they do not remain as they are. - St. AugustineJim O'Shaughnessy @jposhaughnessy
176K Followers 5K Following https://t.co/15Q9m1GtMQ https://t.co/HGYG4UoYts 🎙Wes Gray 🇺🇸 @alphaarchitect
47K Followers 4K Following Marine. Ph.D. Dad x3. Blog/Education/Indexes/Tools: https://t.co/uYiYwqvK7J ETFs: https://t.co/D8FDBnV76Z White Label ETFs: https://t.co/gGlhaJsd2B Grateful: #USMC #MFTFMarc Cohodes @AlderLaneEggs
174K Followers 679 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"Barry Ritholtz @Ritholtz
220K Followers 3K Following Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive DissonanceLiz Ann Sonders @LizAnnSonders
413K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9ucChristopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBqHelene Meisler @hmeisler
222K Followers 584 Following I write a daily column for https://t.co/fJn7HoZLAq on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5HPatrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”Tobias Carlisle @Greenbackd
66K Followers 2K Following PM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ).Lance Lambert @NewsLambert
81K Followers 2K Following @ResidentialClub Co-Founder, Editor-in-Chief. Analyzing the housing market—through a regional lens 🏡 📊 Subscribe to the ResiClub newsletter 👇Thomas Reiner @treiner5
7K Followers 336 Following Partner at Altimeter Capital, Northeastern alum, curious on all things gaming, travel and leisure. Views are my own, no investment advice. Amateur astronomerRichard Brennan @RichB118
4K Followers 368 Following East Coast Capital Management (ECCM) https://t.co/ZnWl84jasvAlvin Atwater, Author.. @Alvin_Atwater
2K Followers 826 Following Author of the Rise of the Cheat Potion Maker series. Progression Fantasy/Cultivation, LitRPG, Urban, Epic, humor.Matt @Terravoir
317 Followers 1K Following Work for a US RE credit debt fund and convinced them to let me invest in UK. Circle of competence is miniscule (Dear CFAI, I paid your greedy dues)Gunwale Capital @GunwaleCap
841 Followers 810 Following Not investment advice, views my own, generalist global l/s, cross cap structure. also, not going to have a US recessionInvest America @InvestAmerica24
3K Followers 99 Following Because every child deserves to share in the upside of America.Augusto César Rodrig.. @augustocsr77
496 Followers 292 Following Sócio Guadua Capital | CGA | Advogado | LL.M. Columbia Law | Columbia Ventures BrazilShawn DeOliveira @ShawnDeOliveira
9 Followers 176 FollowingVictor Jones @victorJ0NES
12K Followers 1K Following Incentive dictates outcome. Talking head. I like to trade. Consensus is the least profitable opinion. Undefeated @ tic-tac-toe. Know less each day. Father 2x.marcow @marcow_io
70 Followers 163 FollowingAllen Gibson, CFP®, .. @algbsn
69 Followers 473 Following Gibson Wealth Advisors, LLC Registered Investment Advisory Firm Planning, not predictions or productsSaul Marquez @PositivelySaul
1K Followers 4K Following Partner @ https://t.co/OVIQ0CROLv l Travel l Health & Fitness l Food l AnimalsQuad/Vasp Addict @DataProbability
1K Followers 4K Following #HedgeyeJediKnight; Registered Investment Advisor; Using Hedgeye Investment Research to invest for clients. Nothing I say on Twitter is Investment Advice.David Dziekanski @DavidDziekanski
1K Followers 949 FollowingGarett Jones @GarettJones
20K Followers 693 Following Macroeconomist at George Mason University. Chief Economist at @bluechip_org. Former Capitol Hill staffer.Eric McArdle @EMcArdleInvest
2K Followers 2K Following Finding balance. Simplifying the complex. Opinions are my own. Definitely not investment advice.sarah wood gonzález @sarah___wood
3K Followers 3K Following words in @nytimes, @vogue, @cntraveler, @thecut, @refinery29, @archdigest,@npr, @abc https://t.co/zwc85Rk7Ro Prev: @GoldmanSachs, @ShinolaPhil DeMuth @PhilDeMuth
854 Followers 201 Following Financial advisor trying to save a dime on his clients' taxes. Author of The Overtaxed Investor: Slash Your Tax Bill & Be a Tax Alpha Dog..Dylan Grice @dylangrice
18K Followers 382 Following Ideologically amorphous blob. Suffering Evertonian. Co-founder of Calderwood CapitalJamie Halse🇳🇿�.. @JamieHalse
3K Followers 650 Following Former Japan equities fund manager and global consumer fund manager. Tweets are not recommendations.Artur Sepp: Systemati.. @ArturSepp
8K Followers 438 Following All views systematic https://t.co/hz2IJAhW7R. Quant of the Year by Risk Magazine: https://t.co/YFnYNK11ytJack Farchy @jfarchy
19K Followers 3K Following Senior Reporter for Energy and Commodities at Bloomberg News. Co-author of The World for Sale: https://t.co/EV8tueLP9vBen Foldy (he/him) @BenFoldy
3K Followers 5K Following Financial investigations @WSJ. @newmarkjschool alum. Sometimes podcast host (Bad Bets 2). Tips to [email protected] or [email protected], Signal: 313-330-4323Bob Henderson @QuixoteBob
1K Followers 716 Following Former energy options trader and derivatives quant now reporting on markets for the Wall Street Journal; [email protected], signal 347-559-2595.John Alberg @JohnAlberg
1K Followers 377 Following Co-founder of Euclidean Technologies, an investment firm that applies machine learning to value investing. Machine learning, investing & software development.George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”Nicolas Rabener @Finominally
3K Followers 269 Following Drive your investment success with intelligent analytics Subscribe to our free research here. https://t.co/xWVUjpPZshJolly George @DumpsterCapital
197 Followers 529 Following All for ourselves, and nothing for other people, seems, in every age of the world, to have been the vile maxim of the masters of mankind. — SmithRay Micaletti @RelSentTech
1K Followers 406 Following CIO, Relative Sentiment Technologies | Examining the forces that move markets | Free weekly updates: https://t.co/9AzflLA3VQ | Not investment adviceGary @Liquidity_Taker
197 Followers 179 Following 📊 “big money was not in individual fluctuations but in the main movements that is, not reading the tape but in sizing up the entire market and its trend” 📈MuddyWatersResearch @muddywatersre
240K Followers 815 Following Activist short seller, skeptic, First Amendment advocate, foot soldier in the Global War to Defend TruthSven Henrich @NorthmanTrader
472K Followers 38 Following Founder: NorthmanTrader. Financial Market Strategist. Macro & Technical Analysis. Keeping it real. To subscribe: https://t.co/rmRFFvMRaH…Samantha McLemore @SamanthaMcLemor
4K Followers 392 Following Founder @PatientCM, Value Investor, Student of markets and life, Mom of 3Spencer Hakimian @SpencerHakimian
2K Followers 250 Following Founder of Tolou Capital Management. Global macro, market neutral, risk optimization. Aiming for positive real returns in all climates. Not investment advice.Elliot Dodson @ElliotDodson
449 Followers 1K FollowingTracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 894 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcastKuppy's Korner @kuppyskorner
26K Followers 1 Following My name is Harris Kupperman but everyone calls me Kuppy. I manage @praetoriancap and this is our official blog...Einhorn Collaborative @einhorncollab
3K Followers 402 Following We are addressing America’s growing crisis of connection. Join us to see our humanity in a new light. Subscribe to our monthly newsletter: https://t.co/smW4mndAt2Calderwood Capital @calderwoodcap
2K Followers 83 Following Investors in niche, complex and highly orthogonal hedge fund strategies. Join our mailing list: https://t.co/DAVl3ZzmQqBarry Sternlicht @b_sternlicht
1K Followers 106 Following Co-founder and CEO of private equity/real estate investment fund, Starwood Capital GroupOf the roughly 26,000 companies listed between 1926 and 2016 - >50% lost money or did worse than simply holding one-month Treasuries - 4% of the entire sample accounted for all the net wealth creation over the period (~$35 trillion) - Hendrik Bessembinder / @FT
New podcast with @GMOInsights' Catherine LeGraw! She explains why this is “the best relative asset allocation opportunity we’ve seen in 35 years.” youtu.be/BbzXoOVFlfE
"How many years will it take to know that someone has skill to cover [trading] costs, expenses and fees? I'm looking for an expected t-statistic of two. I just want to be outside the standard of error. In this particular case, the answer is 64 years." youtube.com/clip/UgkxNLNYJ…
Good stuff.
Prof. Ken French argues that all of the true and persistent alpha that is earned by the assets manager goes to the manager, The argument is that the ability to generate alpha is a scarce resource and money is not. I think there is a lot of truth to this. However, I would argue…
A fantastic lecture by Russell Napier at the Library of Mistakes in Lausanne @EdinburghLoM Twenty One Lessons from Financial History for the Way We Live Now youtu.be/S5NA0nS2o-8?fe… via @YouTube
The @TheIdeaFarm follows No Idea Elliot - Okay🥸
New podcast with Professor Ken French! We cover: - Long-term investing - Global market portfolio - Disagreements with Prof. Fama - Stock buybacks - Mag7 stocks Sponsored by @invest10east youtu.be/B_OoCxIef9w
Want a simple way to beat the S&P 500 by 0.2% - 0.3% per year in about 57% of all years? Just exclude the top stock. Or, better yet, exclude the top 10! #magnificent7 via @NDR_Research
Some additional resources on the topic via @RA_Insights : papers.ssrn.com/sol3/papers.cf… and mebfaber.com/2016/09/07/epi… and researchaffiliates.com/publications/a…
Jony Ive explains why curiosity is fundamental to creating “Being truly open, inquisitive, and curious has become the very basis for all that I do now and how I think. Having a genuine relish for being surprised and for learning is fundamental to creating.” However, in…
“You always have to play the game going forward. But it’s really hard to make an ex-ante argument why you would want to have all your money in the asset that has gotten much richer than anything else.” -@CliffordAsness Full episode: youtu.be/2IcqcATSyss
@TheIdeaFarm What's frustrating is that I can't read the book titles on the shelf...
Drawdowns are inevitable, even with the best companies: "Apple has created ~$2.7 trillion in wealth from its IPO in 1981 to the end of 2022, more than any other company. During that same time period, Apple suffered three drawdowns of 70% or more." h/t @TheIdeaFarm Happy Easter!…
New podcast with Nevada PERS CIO, Steve Edmundson! NVPERS has 2 employees, manages $62 billion for 13bps & is 100% indexed across all publicly traded assets (for 1bp) 📽️ YouTube: youtu.be/RyI9x0bPYns 🍎 Apple: podcasts.apple.com/us/podcast/the… 📜 Show Notes: mebfaber.com/2024/03/29/ste…
This episode is already one of our most downloaded episodes to date! Don't miss @ttmygh & @Peter_Atwater 👉 youtu.be/ha3bxwEYFeE
@TheIdeaFarm @fortworthchris @b_sternlicht @Jason @daveclark85 @aeberman12 🙏 for the shout!
I've seen a few threads recently about the power law in venture capital and what this means for individual company returns. We looked at our data on 11,350 companies backed by 259 funds from 1986 to 2018. /1
Could there be a generational shift across leadership coming? Here's @Peter_Atwater's take
Greatness comes from suffering — have truer words ever been spoken?