M @_mawaaa

PE | Forever student; Busy flipping the right coins United States Joined July 2025

Tweets

33
Followers

48
Following

246
Likes

2K

Fund_GM @Fund_CDM

3 weeks ago

Edge is rarely one thing. It is the accumulation of many small things done consistently well. In poker, everyone knows pot odds. The game is about thousands of small decisions about when to bet, when to fold, when to wait, when to be aggressive. Over time, discipline on those…

2 6 84 5K 64

Ramp Capital @RampCapitalLLC

3 weeks ago

Thinking about doing a light 12 months in prison just to finally catch up on my reading list.

55 21 417 35K 4

M @_mawaaa

2 months ago

Your pay is determined by whether you’re a fixed cost or a variable cost

0 0 0 33 0

Michael A. Arouet @MichaelAArouet

2 months ago

Important chart. S&P 490 has had basically no earnings growth since 2022, despite rampant inflation. It’s just 10 companies doing really well, while the broader economy is in contraction in real terms.

559 2K 27K 2.1M 6K

Download Image

Charles Miller @charlesmiller_7

2 months ago

Suppress jealousy

10 274 2K 114K 688

Download Image

JT @jiratickets

2 months ago

ahhhh yes good morning let’s open up the Infinite Information River for a nice 20 minutes before getting out of bed or thinking any original thoughts at all

91 3K 49K 1.2M 3K

Paul Enright @pmje73

2 months ago

“The creative process itself is oscillatory …… many thinkers have sought to define the sequential steps of the creative process. Five stages are now widely recognized: first insight, saturation, incubation, illumination and verification …… Two of the stages of creativity…

6 3 86 12K 81

Finding Compounders @F_Compounders

2 months ago

Focus on what’s never going to change. - Warren Buffett

18 22 131 10K 82

Download Image

Z Fellows @zfellows

3 months ago

Jeff Bezos on taking big swings:

2 26 175 12K 122

Download Image

Jay Yang @Jayyanginspires

3 months ago

“Stay in the game long enough to get lucky” is underrated advice.

100 816 6K 155K 930

Jay Yang @Jayyanginspires

3 months ago

Jeff Bezos: “It’s generally human nature to overestimate risk and underestimate opportunity.”

17 367 3K 177K 2K

Download Image

Boring_Business @BoringBiz_

3 months ago

Think the lateral hiring market is currently broken for middle level private equity folks I am talking about senior associates up to VPs and Principals Here are some of my thoughts > there was a lot of over hiring in the space during the 2010s and particularly during the 2021…