Aaron Bush

20 semi-controversial investing beliefs [THREAD]:

@RyanReeves_ Goes both ways. I look forward to reading your IC email update every week!

@aaron_bush_ Thank you Aaron! Have learned so much from you!

Not a great end to the year but starting to see a snowball forming Infuse Partners LP Q4 '25 letter: infuse-am.com/post/q4-2025-l…

@DavidGFool Huge congrats, David! Can’t wait to share it with friends.

amazon.com/gp/new-release… Humbled. Honored. Grateful. #1 new release in Stock Market Investing—8 months before launch! 😍 My hope? This book more than pays for itself and becomes a gift that keeps on giving for all who read it. Your support means so much! Thank you.

@Stockpickzz No.

A few years behind David, but a big day personally: With Netflix hitting new highs today, it became my first 100-bagger 💯😁 Bought $NFLX at $7.30 on 1/25/2010 Today: closed at $763.89 (+10,365.8%) 15 year old me would be so hyped! This is what investing is all about.

@ArunCherian12 I was young without much to invest. But with mega-baggers, often a little is all you need.

@aaron_bush_ Hope you position sized it correctly; I only bought 8 years ago- doing well but position sized every investment too small

@raphkoster Congrats -very excited for this!

This is the game I have been dreaming about building for thirty years. raphkoster.com/2024/06/28/ann… It sounds lofty… and it is.

@Magyer @morganhousel Two legends. Great episode, and great podcast so far!

Happy to share my conversation with @morganhousel. We discussed: + What never changes in investing + What you can and can't learn from great investors + What Morgan has changed his mind on And lots more. It was a great conversation!

1/4 Additional new bits of advice I wished I had known earlier (not in my book), as my gift on my 73 birthday: • The best way to criticize something is to make something better. • Admitting that “I don’t know” at least once a day will make you a better person. • Forget trying to decide what your life’s destiny is. That’s too grand. Instead, just figure out what you should do in the next 2 years. • Aim to be effective, but unpredictable. That is, you want to act in a way that AIs have trouble modeling or imitating. That makes you irreplaceable. • Whenever you hug someone, be the last to let go. • Don’t save up the good stuff (fancy wine, or china) for that rare occasion that will never happen; instead use them whenever you can. • The best gardening advice: find what you can grow well and grow lots and lots of it. • Never hesitate to invest in yourself—to pay for a class, a course, a new skill. These modest expenditures pay outsized dividends. • Try to define yourself by what you love and embrace, rather than what you hate and refuse. • Read a lot of history so you can understand how weird the past was; that way you will be comfortable with how weird the future will be. • To make a room luxurious, remove things, rather than add things. •  your parents while they are still alive. Keep asking questions while you record. You’ll learn amazing things. Or hire someone to make their story into an oral history, or documentary, or book. This will be a tremendous gift to them and to your family. • If you think someone is normal, you don’t know them very well. Normalcy is a fiction. Your job is to discover their weird genius. • When shopping for anything physical (souvenirs, furniture, books, tools, shoes, equipment), ask yourself: where will this go? Don’t buy it unless there is a place it can live. Something may need to leave in order for something else to come in. • You owe everyone a second chance, but not a third. • When someone texts you they are running late, double the time they give you. If they say they’ll be there in 5, make that 10; if 10, it’ll be 20; if 20, count on 40. • Multitasking is a myth. Don’t text while walking, running, biking or driving. Nobody will miss you if you just stop for a minute. • You can become the world’s best in something primarily by caring more about it than anyone else. • Asking “what-if?” about your past is a waste of time; asking “what-if?” about your future is tremendously productive. • Try to make the kind of art and things that will inspire others to make art and things. • Once a month take a different route home, enter your house by a different door, and sit in a different chair at dinner. No ruts. • Where you live—what city, what country—has more impact on your well being than any other factor. Where you live is one of the few things in your life you can choose and change. • Every now and then throw a memorable party. The price will be steep, but long afterwards you will remember the party, whereas you won’t remember how much is in your checking account. • Most arguments are not really about the argument, so most arguments can’t be won by arguing. • The surest way to be successful is to invent your own definition of success. Shoot your arrows first and then paint a bull’s eye around where they land. You’re the winner!

@markbrooks Reflecting on this was a great way to start the day. Thanks Mark.

1/ Good morning! Here are 50 Ideas that might change your mind on management, operations, & people: Zero sum games are few & far between. Approach everything with an abundance mindset. Always take a smaller slice of a bigger pie. The world opens up when you’re using this lens.

@JInvestswe Initially noticed it 2-3 years ago in the context of gaming roll-up vehicles, but one of our readers nudged me to take another look more recently. Power of community!

@aaron_bush_ Interesting Research you did for #eg7. Just wondering how did you get to know this ”hidden gem”, its a swedish stock and noone investors seems to have find it yet on the US market…

🎙 Inside Scopely: Monopoly Go, Stumble Guys, Savvy Games Group & The Future We had the privilege of interviewing Javier Ferreira, Co-CEO of @scopely, which serves 100M+ players globally and sold for $4.9B to Savvy Games Group earlier this year. 📈 Javier describes how Scopely has grown, what does and doesn’t change now that Scopely is owned by Savvy, and updates us on Scopely’s approach to creating great games. 📱 We dive into Monopoly Go (how did Scopely create the top mobile game in the US?), Stumble Guys (and what it says about Scopely’s cross-platform ambitions), and GSN (including how to get better at M&A). 🎮 We discuss the tensions between managing creativity and systems at scale, Scopely’s view on UGC, and wrap up with a few things Javier is excited about for the future. Javier is a fountain of games industry experience and wisdom, so please check it out! 👇

@flippen_emily @KassMcQ @survivorcbs @CBS Heck yeah - so cool, Emily.

What's harder than picking stocks? Try being on #survivor45. @KassMcQ @survivorcbs @CBS #Survivor

@naavik_co @mythicalgames @johnwastaken @PlayNFLRivals Really enjoyed this episode. Thank you @johnwastaken and @nikothefinn!

🚨 Don't miss this conversation with @mythicalgames founder and CEO @johnwastaken! 🎮 Mythical Games is one of the busiest operators in the web3 ecosystem. The company is the creator of the licensed mobile football game @PlayNFLRivals, which crossed 1 million downloads just a couple of months after its launch earlier this year, and @PlayBlankos, a ​​multiplayer universe available on the Epic Games Store. 🕹 In addition, Mythical operates the Mythos Foundation, on which it partners with other traditional game developers, web3 developers, and esports and guild operators. It also operates its own Mythical Platform, through which Mythical publishes third-party games. 💰 There’s also the $MYTH ecosystem token, and the small matter of about $300 million raised in venture funding over the past couple of years, including $37 million in a Series C extension announced in late June of this year. 🎧 In this Naavik Gaming Podcast episode, host @nikothefinn talks with John Linden about the company's various initiatives, its roadmap going forward, and how web3 hooks drive improved monetization and retention. Thanks for sharing your insights, John!

@_lynettejackson @DavidGFool Thank you, Lynette - it’s great to hear from you!

@aaron_bush_ @DavidGFool This was a fun listen! Hope you’re both doing well

Thank you @DavidGFool for sharing your wisdom with the games industry! It was an absolute pleasure turning the tables after all these years and finding a new way to discuss investing, games, and life all in one pod 🚀

@_stephenbell_ Sorry for not making it doubly clear it was video too! Fortunately you guys crushed it.

Naavik Digest: VC Edition 📈 @fawzitani asked six different gaming VCs how they think about the current climate in game investing, what they’re spending their time on, and what makes them excited for the future. We compiled answers from: - Moritz Baier-Lentz, Partner at Lightspeed - Lia Zhang, Investor at Makers Fund - Sikander Singh Chahal, Principal at Transcend - Phylicia Koh, Partner at Play Ventures - Jeffrey Forrest, Investor at Lakestar - Taylor Hurst, Principal at Konvoy Thank you to everyone who participated! Read the piece here, and make sure to subscribe: naavik.co/digest/gaming-…

In this week's Roundtable, the squad discusses: 🚨 The FTC's failed attempt to block Microsoft's acquisition of Activision Blizzard and what scaled subscription models means for developers 📈 Meta's new social network Threads hitting 100 million users and Final Fantasy 16's supposedly “disappointing” 373,790 in sales after two weeks as a $70 PS5 exclusive 🎮 What can be done to improve game archiving, given 87% of games before 2010 are inaccessible to the average gamer? 🤔 How to make decisions around using generative AI given the rising legal noise and new platform policies Enjoy the episode: - Apple Podcasts: podcasts.apple.com/us/podcast/mic… - Spotify: open.spotify.com/episode/4ua42y… - YouTube: youtube.com/watch?v=zFi4s4…

@chowzam @DavidGFool Thanks for the kind note, Chowzam. I also fondly remember you as one of my favorite Odyssey 1 Fools! Loved that service 🚀🚀🚀

@DavidGFool Thanks for the heads-up David! I’m very much looking forward to listening. I fondly remember Aaron’s role along with Matty on Supernova Odyssey as well as their joint Odd-casts. While I’m getting older… … Seems Aaron hasn’t aged a bit!

Had so much fun with Aaron Bush as always!