Ian Person @True_Scuttle

Stonks, gym, peak performance. New York, NY Joined May 2019

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Ian Person @True_Scuttle

3 years ago

Good intro to $FND for those that are not familiar. Hopefully BB is not the kiss of death, Commercial opportunity = $1+ of EPS power in 2027. overcast.fm/+rra7HyR2U

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Daniel @MnkeDaniel

3 years ago

I’ve studied Howard Marks’s Memos in the years of Market Crashes. (2000, 2008, 2020, 2022) Here are the Key Learnings summarized in 1 to 2 tweets each Let’s go👇🏼

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Ian Person @True_Scuttle

3 years ago

Time horizons shortening again….

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Brandon Beylo @marketplunger1

3 years ago

Michael Mauboussin’s (@mjmauboussin) Ten Attributes of Great Fundamental Investors. H/t @ClarkSquareCap

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Ian Person @True_Scuttle

3 years ago

"The committed person gets both the opportunity and the results." A Tiny Thought worth reading in the @farnamstreet newsletter this week. fs.blog/brain-food/oct…

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Ian Person @True_Scuttle

3 years ago

Guess we’re in the acceptance phase now…

Daniel S. Loeb @DanielSLoeb1

4 years ago

Guess we’re in the acceptance phase now…

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RESEARCH MODULE: ON PRIMARY RESEARCH When I joined as a junior analyst at a Tiger cub, our mandate as an analyst team was to know more about our stocks than any other non-insider. That is a heavy mandate, but an analyst team of 40 supporting a portfolio of 120 stocks does

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Brett Caughran @FundamentEdge

3 years ago

My 7 category, 27-point investment stock checklist, and some thoughts on checklists as an investment tool:

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Petar Momchev @momchev12

3 years ago

Druckenmiller: "I never use valuation to time the market. I use liquidity considerations and technical analysis for timing. Valuation only tells me how far the market can go once a catalyst enters the picture to change the market direction."

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Cundill Capital @CundillCapital

3 years ago

Chase Coleman on managing an investment portfolio

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Michael Mitchell @IgnoreNarrative

3 years ago

-When shit hits the fan a good business becomes average and an average business becomes toxic -Good people always leave first, thank god not all good people left -Leverage in an asset intensive / cyclical / season business is not a good idea

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Ian Person @True_Scuttle

3 years ago

Here for the CPI takes

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Brandon Beylo @marketplunger1

4 years ago

“Never, ever invest in the present. You have to visualize the situation 18 months from now, and whatever that is, that’s where the price will be, not where it is today. If you invest in the present, you’re going to get run over.” - Stanley Druckenmiller

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Ian Person @True_Scuttle

4 years ago

Bear market rally or recession canceled?

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brad slingerlend @bradsling

4 years ago

It's always good to use volatility to get to know yourself better as an investor. If market moves or investor mood swings favoring "types" of stocks results in you adjusting your investment philosophy, then you might not have had a fully formed investment philosophy.

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Jerry Capital @JerryCap

4 years ago

If you aren't buying stocks here you're making a macro call. That can work, lots of ways to invest, and of course it feels like we are gonna keep going lower... But if you're a fundamental investor and you can't find something to meet your hurdle at this point you're just scared.