
Midas
212 posts


@k_astorp @frihetspenger Hei Kenneth, hadde det vært mulig å få en invitasjon til Discord serveren til stockup?
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@frihetspenger Det gjelder rett og slett å tune ut headlines og talking heads, og heller se på det som skjer. Kommentar etter 8. april Follow-Through Day👇
Ser ut som signalet ditt kom noen dager før. Hva måler den?

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@syvship @pengeriposen Hvis du investerer for spenning, så har du allerede tapt.
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@aksjefokus Ja, bare se på semianalysis i usa. Eneste fordelen de kommer til å ha er evt tilgang til management i større grad.
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@oddstingskjer @Investorlege Har om aksjer om man velger økonomi fag på vgs
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@Investorlege Å lære om å investere i aksjer skal selvfølgelig ikke inn i skolesystemet. Allerede nå har man renter og lån som en del av matematikkfaget, det holder som grunnlag.
Man kunne hatt en retning som valgfag, men som en del av læreplanen? Nei.
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@Celebee1_ @NorStringer Hvorfor regelstyrt? Ser hvordan det har gått med Thomas nielsen sitt. Hva man kun velger aksjer der super chads med mye aksjer er sjef vil jeg tro man får rundt 2-3x return av hva børsen gir årlig. Norbit, plejd, general oceans, palantir, robinhood, frontline.
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@NorStringer Lurer på hvordan et regelbasert anti-woke fond hadde prestert, antar ganske bra
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@aksjefokus Har begynt å tenke i samme baner selv, jobber per dags dato innenfor kapitalforvaltning, men ønsker å investere egne penger slik jeg vil det uten noe «bull shit» mandat om esg, «risiko» etc. Dessverre kan jeg ikke investere utenfor indeks pga compliance.
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Torsdag 16.04.2026: drømmen var å forvalte fond.
I dag: drømmen er å bygge selv og forvalte egne midler.
Avslag på alle søknader, ingen interesse. Credit Sales, Equity Sales, assisterende forvalter. Menneskene i disse posisjonene evner ikke å se en centimeter utenfor boksen, alle tenker likt, alle har lest de samme bøkene.
I dag sendte jeg en e-post til en som har avslått meg gjentatte ganger, og takket for avslagene. Jeg mener det.
Mulighetsrommet er ufattelig stort.
Bedriftenes gatekeeping-makt er i ferd med å bli utslettet.
De fleste leser et avslag som noe negativt. Det vet du aldri før i ettertid.
What a time to be alive.

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@ContrarianCurse But what if you’re not wrong just early and it makes a monster move?
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Cut your losers fast is the single most performance accretive thing I’ve forced myself to get better at over the years
The only that stops people from doing it is lack of confidence and ego
Who fucking cares if you got it wrong. If you got a problem with that then find another career. And who cares about that one stock? Like it rips after? Ok? You can’t find another? On to the next
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Midas retweetledi

spent the last few hours answering questions from strangers on the internet while sitting on a plane and the thing that keeps striking me is how similar every question sounds once you strip away the context
the BB analyst making $200K wants to know if his life has meaning. the 20-year-old in a frat wants to know if he is on the right path. the guy running a $15M environmental services company cannot sleep because his leverage ratio scares him even though his covenants are fine. the first-year law student wants someone to tell him the career pivot will work out. the immigrant who got laid off wants to know he is not falling behind permanently
the details are different. the feeling underneath is identical. am I going to be okay
we pretend that money and status and titles fix this. they do not. I sit in rooms with people who control nine-figure portfolios and they are nervous about the same things as everyone else. they just have more expensive language for it. the fund manager calls it "risk management." the analyst calls it "career strategy." the 20-year-old calls it "figuring out my path." same anxiety wearing different suits
I watched a grown man worth more than most people will earn in ten lifetimes throw a tantrum in a conference room because someone questioned his assumption in a model. not his competence. not his track record. an assumption in a spreadsheet. a cell in Excel. he turned red and raised his voice because for 15 seconds he felt like he might be wrong about something and his entire identity could not absorb that possibility
that is not a professional disagreement. that is a kid on a playground who got told he is not the fastest runner
Schopenhauer wrote that humans are not rational beings who occasionally feel emotions. we are emotional beings who occasionally think rationally. the rationality is the exception. the feeling is the baseline. every framework we build in finance and in business and in life is an attempt to impose order on a brain that is fundamentally running on fear and desire and the need to be seen as competent by other people who are also running on fear and desire
the most dangerous version of this is the person who thinks they have outgrown it. the one who believes that enough success or enough money or enough status has made them rational. that person is not more rational. they are less accountable. nobody around them pushes back anymore so the irrational impulses go unchecked and get rebranded as conviction and vision and leadership
the best operators I know are the ones who understand that they are still unreasonable kids underneath everything. they lose their temper over small things. they take criticism personally even when it is constructive. they make emotional decisions and reverse-engineer a logical justification after the fact. the difference is they know they do this. they have systems to catch it. they hire people who are allowed to tell them when they are being stupid. they build in a 24-hour delay before any decision made while angry
the worst operators are the ones who think they have evolved past it. they confuse pattern recognition with wisdom. they confuse wealth with emotional maturity. they confuse the silence of the people around them with agreement when it is actually just fear
Nietzsche said that the most common form of human stupidity is forgetting what one is trying to do. I think the more common form is forgetting what one is. which is a complicated animal that learned to use spreadsheets but never stopped being afraid of the dark
none of us outgrow being unreasonable. the question is whether we build a life that accounts for it or one that pretends it does not exist
thanks for the questions today. you are all going to be fine. even the ones who do not feel like it right now
moneyfetishist@moneyfetishist
bored on a flight. AMA PE, M&A, deal structuring, operational stuff, Mittelstand, AI in boring industries, tax structures that make your accountant nervous, how to not get fcked when selling your company, game theory applied to literally anything, European vs American business culture, why your restaurant is bad, or whatever else you want to know no topic off limits besides to my person. ask
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@aksjefokus @YasinUnal90 Ikke la sannheten komme i veien for en god historie
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@YasinUnal90 Fritt frem å poste hele NT regnskapet ditt for siste året det.
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@Gabelsgate @DumOkonom Stefedre er menn som damer ikke hadde datet hvis de ikke hadde hatt barn
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@DumOkonom Stefar. Vi er onde mennesker. Nesten like ille som stemødre.
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@Pengeblogg Debatten om høyere utdanning eller ikke er så tullete, alle de som sier at man ikke trenger bruker de som cope for at de ikke greier det. Bare å følge hvor de rike sender barna sine, nesten alle har master utdannelse fra topp universiteter rundt i verden.
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