kevin.shep @kfsheeep

Joined January 2021

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Packy McCormick @packyM

2 years ago

Queer Eye but it’s just Xi visiting troubled US cities then they get a makeover

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Future Of Money @0fFuture

2 years ago

@TIP_Network @TreyLockerbie @DavidGreene24 RIP Sam Zell. This may have been his final interview he ever gave.

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David Ulevitch 🇺🇸 @davidu

3 years ago

This remains one of my favorite investor notes of all time. Thanks @LeadEdgeCapital.

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Kantro @MichaelKantro

3 years ago

It always looks like a soft landing - 2007 editions. #macro

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Mike Solana @micsolana

3 years ago

very excited to learn the state of our union tonight. i wonder if it will be bad or good!

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8/ The great @johnhopebryant shared the attached "proverb" at a recent meeting, which was 100% spot-on for today's demanding environment. "When the sun comes up, you'd better be running." Run as fast as you can to help save your company's life. "Easy" popped with the bubble.

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Mike the Hot Dog Mayor @MikeHotDogMayor

3 years ago

We need to halt all egg production until prices come down. The Egg shortage is not solved my laying more market rate eggs.

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Eric Weatherholtz @iononrecourse

3 years ago

"Pursuit costs" - the money real estate buyers spend on a property before closing is the riskiest part of the deal entitlements, option payments, due diligence, design can add up to a couple hundred thousand or more on a $5m development project successful operators have

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Alf @MacroAlf

3 years ago

In the 7 recessionary episodes of the last 50 years, the US stock market bottomed on average: - 12 months after (!) the first Fed cut - 13 months after (!) the trough in unemployment rate After, not before...

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Austin Lieberman @LiebermanAustin

3 years ago

Legendary investor Howard Marks just released a new memo. “In my 53 years in the investment world, I’ve seen economic cycles, manias and panics, bubbles and crashes, but I remember only two real sea changes. I think we may be in the midst of a third one today.” My Notes…

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Austin Lieberman @LiebermanAustin

3 years ago

Legendary Fundsmith CIO Terry Smith doesn't like to sell stocks. But in his December update, he shockingly disclosed the sale of Intuit and PayPal. Smith ended the year with a 13.8% loss. Here's how Fundsmith is managing this downturn sparked by inflation and rising rates.