Brillantez ๐Ÿ†๐Ÿ’ฆ

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Brillantez ๐Ÿ†๐Ÿ’ฆ

Brillantez ๐Ÿ†๐Ÿ’ฆ

@DividendPapi

Flรขneur| Asymmetric Payoffs๐Ÿ’ฐ| Cyclesure code: Divicycle ๐Ÿšด| Life = Long Gamma| Equities Portfolio Manager in both the NYSE & JSE| Tweets โ‰  Financial advice

Johannesburg, South Africa ๊ฐ€์ž…์ผ Eylรผl 2019
593 ํŒ”๋กœ์ž‰9.8K ํŒ”๋กœ์›Œ
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Brillantez ๐Ÿ†๐Ÿ’ฆ
Brillantez ๐Ÿ†๐Ÿ’ฆ@DividendPapiยท
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
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Brillantez ๐Ÿ†๐Ÿ’ฆ
Brillantez ๐Ÿ†๐Ÿ’ฆ@DividendPapiยท
Super Micro $SMCI down ~25% pre-market on reports that execs smuggled Nvidia chips to China. This is no longer about fundamentals; itโ€™s governance + regulatory risk. Why do retail investors love this one so much?
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musikocean
musikocean@musikoceanยท
@DividendPapi lokhu kusho ukuthi you watch 'The Compound/Animal Spirits'.
musikocean tweet media
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Brillantez ๐Ÿ†๐Ÿ’ฆ
Brillantez ๐Ÿ†๐Ÿ’ฆ@DividendPapiยท
The most bearish prognostications like this always sound plausible. Pessimism is a wonderful sales technique in a changing landscape. - Ben Carlson
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Brillantez ๐Ÿ†๐Ÿ’ฆ
Brillantez ๐Ÿ†๐Ÿ’ฆ@DividendPapiยท
Income is not wealth. Income is what you earn. Wealth is what you donโ€™t spend.
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Brillantez ๐Ÿ†๐Ÿ’ฆ
Brillantez ๐Ÿ†๐Ÿ’ฆ@DividendPapiยท
No matter what happens to you in your life, youโ€™ll very quickly get used to it. These markets can't have us.
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Brillantez ๐Ÿ†๐Ÿ’ฆ
Brillantez ๐Ÿ†๐Ÿ’ฆ@DividendPapiยท
โ€œYou donโ€™t have to be brilliant, only a little bit wiser than the other guys, on average, for a long, long time.โ€ โ€“ Charlie Munger
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Brillantez ๐Ÿ†๐Ÿ’ฆ
Brillantez ๐Ÿ†๐Ÿ’ฆ@DividendPapiยท
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.
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Brillantez ๐Ÿ†๐Ÿ’ฆ
Brillantez ๐Ÿ†๐Ÿ’ฆ@DividendPapiยท
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.
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Brillantez ๐Ÿ†๐Ÿ’ฆ
Brillantez ๐Ÿ†๐Ÿ’ฆ@DividendPapiยท
โ€œOne 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!โ€ โ€” Edwin Lefevre
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Brillantez ๐Ÿ†๐Ÿ’ฆ
Brillantez ๐Ÿ†๐Ÿ’ฆ@DividendPapiยท
1/ This is not a book about Hulk Hogan. Itโ€™s not really about Peter Thiel either. Conspiracy is about how power actually works when itโ€™s quiet, patient, and ruthless. ๐Ÿงต๐Ÿ‘‡
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Brillantez ๐Ÿ†๐Ÿ’ฆ
Brillantez ๐Ÿ†๐Ÿ’ฆ@DividendPapiยท
12/ Read Conspiracy if you want to understand: โ€ข How power avoids the spotlight โ€ข Why patience beats outrage โ€ข And why the most dangerous people rarely raise their voices The loud fight is for spectators. The real fight happens elsewhere.
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Brillantez ๐Ÿ†๐Ÿ’ฆ
Brillantez ๐Ÿ†๐Ÿ’ฆ@DividendPapiยท
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.
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