Punchi @pwnchizzle

Value investing & learning the big ideas. Perth, Western Australia Joined January 2011

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Punchi @pwnchizzle

2 months ago

Great story on Sam Insull, rising from Thomas Edison's secretary at Edison Electric to controlling electric, gas & rail utilities across 30 states in the early 1900s, eventually collapsing and leading to the Public Utilities Holding Companies Act in 1935. chicagology.com/notorious-chic…

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Dickie Bush 🚢 @dickiebush

3 months ago

The difference between you and the person you want to become is quite literally 3-5 extremely small physical and mental habits. Any personal development time spent outside of retraining, rewiring, and reinforcing these new habits is a complete waste of time. If you let these…

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Punchi @pwnchizzle

5 months ago

Such a nice post about the impact of Robert Pirsig's work!

Brad Stulberg @BStulberg

5 months ago

Such a nice post about the impact of Robert Pirsig's work!

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Punchi @pwnchizzle

6 months ago

this is cool!

Justine Moore @venturetwins

6 months ago

this is cool!

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Punchi @pwnchizzle

6 months ago

Brilliant latest Memo by Howard Marks! Broad ranging discussion incl: - investing when the range of possible outcomes is wide (now) - the implications of free trade since WW2 - discussion of the various specific impacts of the tariffs on economies open.spotify.com/episode/2B9SDm…

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Punchi @pwnchizzle

6 months ago

Adding more to Vistry Group $VTY.L Insider purchase filings in the last few days by CEO Greg Fitzgerald and Abrahams Capital & Anson Advisors increasing stake. Was +9% at one point today.

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Ian Cassel @iancassel

6 months ago

In up markets everyone tries to become long-term investors. In down markets everyone turns into macro strategists, geopolitical experts, and market timers.