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@origoinvest @ReneSellmann Very very true

@abukhari @ReneSellmann I have no particular issues with him but there is a generation of managers that marketed themselves as Buffet disciples with subsequently underwhelming results

What’s your theory? 👇🏻

@origoinvest @ReneSellmann Looks like he outperformed during the dotcom bust and has been riding that outperformance ever since.

@ReneSellmann Maybe underperforming the index for 20 years has something to do with it

@ragingbullcap Not yet

$ZEG.L anyone with IBKR receive the dividend yet?

@orrdavid @svrnco @Biohazard3737 @glbeaty @RodriGo_ethe Any chance I could message you about a couple long only managers I’m evaluating? You seem to be a good judge of those having a true edge. I’ve done some DD but not sure where to go from here.

@svrnco @Biohazard3737 @glbeaty @RodriGo_ethe It's shocking how many of the truly stellar managers I've already identified, with only a couple moderate "mistakes" where I didn't even stay wrong long at all. Alluvial is a worthy mention too, since it's good to have at least some long only exposure IMO.

A simple formula for identifying superior investment managers: 1. High and consistent past alpha 2. Many independent bets (hundreds or thousands), counting a factor/industry bet as a single one even if made up of many positions 3. Low assets in relation to liquidity of traded assets 4. Low/minimal tail risk 5. Ethical--weed out frauds/liars/thieves I've had a very good hit rate picking managers this way. In contrast, asset allocators look at largely irrelevant things like requiring a 3- or 5-year track record, high AUM, polished presentation, a compelling story/thesis, education, conventionality, comprehensibility, etc.

@orrdavid @valuedrift @SowingAlphaSeed @svrnco @Biohazard3737 @glbeaty @RodriGo_ethe @BiremeCapital @blueoutliercap Exciting stuff. Looking forward to it.

@valuedrift @SowingAlphaSeed @svrnco @Biohazard3737 @glbeaty @RodriGo_ethe @BiremeCapital @blueoutliercap We are going to launch them their own ETFs, probably starting in 2027-2028. Still working that infrastructure out.

@StandpointFunds Would be great if you could give us an update on the fund in light of all the market swings in April. Managed trend not doing too well, so it would be great to get some up to date details on what happened, why, & how the trend positioning looks going forward. Thx

@MebFaber That’s randomly picking a different stock every month in a boot strap simulation. But 30% of stocks beat the market over their lifetime.

"Single stock strategies only beat the market 4% of the time". And yet how many people do you know that have most of their wealth in one stock? podcasts.apple.com/us/podcast/the…

@HML_Compounder @Greenbackd Are those forward returns based on a portfolio similar to GVLU? Or is there another ETF that is a better match?

@Greenbackd Also getting towards the range of yields with no 2 year negative periods! That’s what I’ve resigned myself to, oh my…….

Is Now A Good Time For Value? Gotham Yield (as of 10/26/20231): 11.48% Percentile Towards Cheap: 64th Average Two-Year Forward Return*: 41.19% * Based on Gotham's historical research

@HML_Compounder @nopain_n0gain86 @twaddle_inc @nomadicsammy Would you choose any of those over the Avantis ETFs?

@nopain_n0gain86 @twaddle_inc @nomadicsammy Here is a sort of various value strats. $RZV has a hefty loading on P/B. $BSVO is also up there (uses a composite of metrics but includes P/B) and has a significant size tilt too. Some of these also have ex-US and EM siblings.

Anyone know any good quant funds to buy for my retirement plan. I'd prefer something related to price to intangible assets.

@eerosupport @nsweaves @utekkare @jrichlive Unfortunately, I’ve already disconnected the system for now. When there’s a newer firmware update available, I’ll hook them back up and reach back out if I’m still having problems.

@abukhari @nsweaves @utekkare @jrichlive Hey there. We'd like to be able to look into the disconnections you mentioned. Can you DM us with some more info about what was going on?

Trying to think of a product that got way way worse after acquisition at the same rate as Nest -> Google. Others?

@batoulapps @F_Fts_Lyon Awesome. Will there also be an option to add the next salat time to the date area at the top of the Lock Screen?

@F_Fts_Lyon @abukhari Yes it’s coming out this week

Coming soon

@nsweaves @utekkare @jrichlive The routing issues and frequent disconnects on the Pro 6E line forced me to abandon them unfortunately. Been an eero user since the original Pro line. Also not releasing POE ceiling mounts for the Pro 6 and Pro 6E kind of left users with POE setups without a viable upgrade path.

@utekkare @jrichlive Tell me more… The vast majority of us are all still working every day to make our product and services better

@NoTechBen @nirajvpatel And now you have both 😜

Look, if you're going to be beaten by a random white guy off of the bench, better Donte DiVincenzo than Grayson Allen. cc @nirajvpatel

@caseyliss One thing you can do to keep your setup for App Store purchases is don’t turn on family sharing for “Purchase Sharing.” Our fam has separate iCloud IDs for everyone + one separate ID everyone uses for App Store. Fam Sharing turned on for everything but App Store works!

@ChryslerCares Need some help with my 2021 Pacifica Hybrid that I just picked up last Friday. Already sent you a DM. Thanks!

@TMobileHelp Ashley’s shift ended, but I have a follow-up question. Is there someone else that can help? Thanks!

@abukhari Absolutely. We've got a message coming your way! :) t-mo.cc/1ldhmrq7z8 ^AshleyHamilton t-mo.cc/l1te846e4t

@TMobileHelp Can you help me with adding lines. I’m having issues trying to place an order for SIM cards online.

There are multiple studies of voter fraud debunking what this article implies. Yes, there could be deceased people and people that moved on the voter registration rolls. Doesn’t mean fraudulent votes were actually cast in their name.

@jonathanganz If Atlanta swings GA for Biden, I might be moving there. Ohio…smh.