Alison Kay

@puppyeh1 The seduction of pessimism: collabfund.com/blog/the-seduc…

Every time I listen to one of these macro doomer podcasts (like Luke Gromen etc) I find the logic incredibly persuasive and I agree with the majority of what they say. But I never end up making any money at the end of it. Is this a common experience?

@anneapplebaum washingtonexaminer.com/news/washingto…

Has someone written the definitive explanation of why China, which has high tech satellites, internet spyware and access to reams of stolen data, would even need a spy balloon?

@parkcassady @mabtito “If you don’t know who you are, [the stock market] is an expensive place to find out” - The Money Game

@puppyeh1 Agreed.

People ask me how I find new ideas, I always say read the newspapers (all of them; I read 4 business dailies, daily). The amount of alpha you can find just be reading the newspaper - the newspaper - is downright astounding.

@TegusHQ $HEI $ABT $DHR

What companies have most flawlessly executed M&A strategies over long time periods and many transactions? Looking for the the Cap Cities & TCI Cables of 2022. $CSU.TO, obviously, but what else? Looking to studying the corp dev teams & incentives as much as the CEOs

@BahamaBen9 @sakyaduvvuru ?

Is anyone out there as familiar with $RDFN as I am? I'm looking for some help. I have done my revenue estimates for Q2-Q4 of 2021 & full year 2022. I would like somebody to independently calculate their own estimates for comparison. Any takers?

@AboveAvgOdds @doughboyinvests It’s fantastic. Inspiring work. 👍🏼🙌🏼

@doughboyinvests Thanks man (appreciate the kind words)!

Crossroad's report on $NTDOY may be the most thought through I've ever read on any company. I would highly recommend a read - crossroadscap.io/investor-lette…

@chriswmayer @ConstantContact ...and Nasdaq ?

@chriswmayer BX and AVLR

@SecretCapital_ That’s why everyone should own BX.

Most money managers aren't in the business of selling returns, they're selling reassurance and peace of mind to allocators

@yliownyc This is always the case. Wasn’t specific to 2020. google.com/amp/s/www.nyti…

There were many odd stats from 2020; this one was top 5 for me... the entire rally happened outside of market hours. This is cumulative front month spx futures returns.

@altcap 🙌🏼🙌🏼🙌🏼

Boom! “AGC” - Altimeter’s IPO Engine. $$ from the world’s best tech investors to bring your world class company public - in a far better way. Think of it as the anti-SPAC. Highly respected. Dream team investors. Your IPO. Done right!

@chamath HEICO...3 distinct decision makers / acquirers - although they are one family.

What are some examples of companies who have thrived in public equities over 20+ yrs as buyers or consolidators (ie not product companies) where decision making WAS NOT concentrated in one person over that entire period. Ie opposite of Buffet, Malone etc...

@cdnvaluestocks One of my favorite interviews

- Stanley Druckenmiller