Neil Goddin

@RitholtzWealth @ritholtz Reminds me of climate change now. I bet the deniers are the ti@e were saying “there is no hard evidence to prove the link between smoking and lung cancer”…… just lots of well reasoned research!

10 Sunday AM Reads Barry's policy-focused reads include: our virus sequencing mess, a profile of a Covid misinformation king and what America’s data-harvesting industry knows about you. buff.ly/3y41nCt by @ritholtz

@mattwridley World full of people with no qualifications doing there “own research”……… Science is far from perfect but better than Facebook or Google!

In which I draw a distinction between science as a philosophy -- humankind's greatest achievement -- and science as an institution, all too often prone to groupthink and dogma. wsj.com/articles/covid…

@FromValue Oil companies!

If there is one company that you could let disappear with a finger snap without anyone noticing and no troubles for anyone, which one would it be and why?

@DonutShorts No doubt just before the open so they can use yesterday’s close……..

The absurdity of sell side research in one headline:

Great article from PWC Ireland on 'Green hydrogen: A key part to play in Ireland's transition to a low-carbon economy.' The report highlights Ireland's unique opportunities and challenges pwc.to/3hXUugM @IrelandHydrogen

@BrianFeroldi Culture

What are the first metrics that you look at when evaluating a new stock?

@MichaelEMann And even make the potential solutions argue against each other to promote further inactivity!

As I said before…

@TomGardnerFool Isnt this the same at any given time; majority underperform but the outperforms if you can find them are big!

Far more than 50% of all small-cap stocks will actually lose money for their investors over the next decade. Not just lose to the market. Actually lose money. A small percentage of big winners will, again, drive virtually all small-cap returns in the decade ahead.

So true……….

@martymadrid 😂😂😂; Yet it is probably the no2 most commonly used reason as to why disrupters are doomed to failure…..

What a startup really thinks about the “what if the larger, publicly traded company, were to build a competitive offering”

@BeyondMeat Get them to the UK!

Tag 'em below👇

@FromValue Worst that can happen is you get some cheaper stock……….

I've been hearing this since at least 2013, when I started investing. For younger investors out there: this is one of the best examples of noise. Don't let it scare you, no matter how convincing these articles are written.

@CMFJoeFoolery @TomGardnerFool Which we should not forget was the only mission of the company “to accelerate the world’s transition to sustainable energy”……..

@TomGardnerFool $TSLA - Whatever anyone says about the valuation, leadership, or otherwise, they forced most major auto mfr's to begin producing electric autos. That shift is now starting a snowball effect with charging stations, solar arrays, and EV-friendly parking in cities across the world.

Which companies are doing the most to make the world a better place?

@bencapistrant I think it’s the same with growth; we can’t visualise a company that grows by 20% 10 years in a row……. Just how different in $ terms is the 10th year of growth when compared to the 1st……….

@TomGardnerFool 8% of people really hard to please 😂😂

If you invest for 5+ years, and you buy a stock that falls 20% in the first month but then triples over the next five years…. did you fail or succeed? And why?

First of many to come…….

@morganhousel Recently gave you book to 5 16 year olds from inner city schools in London; they all read the whole book and loved it. High praise indeed @morganhousel

The best writing strategy is to constantly remind yourself how impatient readers are.

@morganhousel Read so many books that have endless examples of same point; your banger of a book certtainly fitted the bill for one that resisted the temptation to unnecessarily show of!

Rapidly becoming on of my CEOs; doesn’t hide, takes a lot of ill informed crap and genuinely seems to be one of the good guys!

@BrianFeroldi But it looked expensive on a FY1 P/E………

"I've probably never seen such a wide moat." -- Charlie Munger on $GOOG in May 2009 Yet, Berkshire never bought Google My Takeaway: If you think a business is incredible, get some skin in the game