Brillantez 🍆💦

i) Books I've read so far in 2023: - Made in America - Sam Walton - The Fish That Ate the Whale: The Life and Times of America's Banana King - Rich Cohen (a masterpiece) - The First Tycoon: The Epic Life of Cornelius Vanderbilt- T.J. Stiles

What a story. I can't wait for part II. Apple at 50: the roots of a tech revolution ft.com/content/080062… via @ft

Being right and making money are not the same thing in investing

Super Micro $SMCI down ~25% pre-market on reports that execs smuggled Nvidia chips to China. This is no longer about fundamentals; it’s governance + regulatory risk. Why do retail investors love this one so much?

@musikocean Nope, I read their respective blogs.

@DividendPapi lokhu kusho ukuthi you watch 'The Compound/Animal Spirits'.

The most bearish prognostications like this always sound plausible. Pessimism is a wonderful sales technique in a changing landscape. - Ben Carlson

Paying more attention to the news won’t change what happens.

@kamo_mash Big salary, big assets is even better!

Big salary, empty account. Modest salary, assets sitting quiet in the background.

Income is not wealth. Income is what you earn. Wealth is what you don’t spend.

RIP Showmax Where are we going to stream Game of Thrones now?

The market will test your patience more than your intelligence.

No matter what happens to you in your life, you’ll very quickly get used to it. These markets can't have us.

“You don’t have to be brilliant, only a little bit wiser than the other guys, on average, for a long, long time.” – Charlie Munger

Cricket match sending the country's average heart rate above 90bpm for the last 20 minutes. #T20WorldCup

Success is a function of breadth and depth. We need enough variety to keep life interesting and stimulating; we need enough depth to make our efforts not just successful, but meaning-full.

Wealth is what you have minus what you want. If what you want is always > what you want, you will never be happy or fun to be around.

“One of the speculators' hells consists of thinking of the money you didn't make. If you had only done what you ought to have done, but didn't!” — Edwin Lefevre

@WankersZa I thought it was a fun book and I was by the beach with nothing to do.

@DividendPapi You actually finished it? 😭

1/ This is not a book about Hulk Hogan. It’s not really about Peter Thiel either. Conspiracy is about how power actually works when it’s quiet, patient, and ruthless. 🧵👇

12/ Read Conspiracy if you want to understand: • How power avoids the spotlight • Why patience beats outrage • And why the most dangerous people rarely raise their voices The loud fight is for spectators. The real fight happens elsewhere.

11/ In life like in investing: If you want to win long-term, stop trying to look clever short-term. The ego wants applause. Strategy wants outcomes.