Andrew Page @sage_simian
Private investor and founder of https://t.co/iEyoSTzmay. Holdings and performance: https://t.co/SMgN7cqFFR strawman.com Sydney, Australia Joined November 2013-
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Andrew Page retweeted
When an honest man discovers he is mistaken, he will either cease to be mistaken or cease to be honest.
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Andrew Page retweeted
How did you go bankrupt? Two ways. Gradually, then suddenly. -- Hemingway
How did you go bankrupt? Two ways. Gradually, then suddenly. -- Hemingway
Andrew Page retweeted
Thoughts on racism I live on a hundred acres of old growth blue gum and ironbark forest, probably the last patch of its kind in Sydney, in a small pristine valley, a world unto itself. Around me, the accents have changed. My doctor spent twenty years in emergency in Tehran. My…
Andrew Page retweeted
Two men, with chainsaws, talking about investing and being butch frontiersmen. Thank you @sage_simian youtube.com/watch?v=HcRkoD…
US healthcare is clearly shit. What you’re seeing here, imho, isn’t so much about unchecked capitalism as it is about cronyism, regulatory capture, and political interference. An extractive Frankenstein’s monster of bad incentives. Insulin is an old, well understood technology.…
US healthcare is clearly shit. What you’re seeing here, imho, isn’t so much about unchecked capitalism as it is about cronyism, regulatory capture, and political interference. An extractive Frankenstein’s monster of bad incentives. Insulin is an old, well understood technology.…
Would you lend money to someone for ten years at ~4.2%pa if they were drowning in debt, continue to live well below their means, and are increasingly hostile towards you?
Would you lend money to someone for ten years at ~4.2%pa if they were drowning in debt, continue to live well below their means, and are increasingly hostile towards you?
Andrew Page retweeted
“A spreadsheet doesn't tell you what's going on three levels below the numbers. It doesn't tell you what assumptions were made, or the sensitivity around those assumptions, or what trend lines were excluded, or what risks were ignored. And yet we believe the numbers as if they…
Andrew Page retweeted
@DaveTaylorNews Great business. Excessively priced. The correction we had to have.
Talk of a possible IMF bailout for the UK and France, even if an unlikely scenario, has largely gone unremarked in Australia. Also, anyone else find it wild that the UK, the world's military and economic superpower only 4 or 5 generations ago, whose empire controlled almost a…
Talk of a possible IMF bailout for the UK and France, even if an unlikely scenario, has largely gone unremarked in Australia. Also, anyone else find it wild that the UK, the world's military and economic superpower only 4 or 5 generations ago, whose empire controlled almost a…
Everyone’s freaking out about the inflation data today but forgetting it also gives people more reason not to hoard cash and to spend, which is good for the economy, yet at the same time showing us that demand is already too high. #KeynesianLogic
Andrew Page retweeted
What blows my mind isn’t that 12 people are essentially responsible for the price and quantity of money (wild as that is) but that questioning this arrangement is seen as heretical 🤯
It makes zero sense until you realise that the main goal of this policy, like others before it, is not to fix the problem but to help win an election. afr.com/politics/feder…
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