Hours of Boredom

127 posts

Hours of Boredom

Hours of Boredom

@jmo389

New York, NY Katılım Temmuz 2012
948 Takip Edilen100 Takipçiler
Hours of Boredom
Hours of Boredom@jmo389·
@PeterScholla @henrysgao Shang yang led the legal reform during an earlier part of the Qin Kingdom which allowed it to grow strong enough to take on the other 6 warring states
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Hours of Boredom
Hours of Boredom@jmo389·
@PeterScholla @henrysgao 指鹿为马。Literally calling a deer a horse. Figuratively confusing right from wrong. The fall of the Qin Dynasty when a eunuch Zhao Gao who controlled a weak emperor tried to test the loyalty of the govt officials by calling a deer a horse and seeing how many would agree.
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Henry Gao
Henry Gao@henrysgao·
Don’t call yourself a China expert, unless you can explain to your friends why a deer is making the rounds in New Year greetings for the Year of the Horse — and why the year’s guardian deity ought to be Lord Shang Yang rather than Malfoy.
Henry Gao tweet media
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Pythia Cap: Partially Conductive
You’re killing yourself to grind out basis points instead of being with your family and a guy who underperformed for 15 years is gonna (maybe) make $35m a year running the largest bank in the world one day. There’s a lesson in that.
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Connor/코너/コナー
Xi Jinping's "You can check if there is any spyware in Xiaomi" kills me 💀
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Bucket Shop Capital
Bucket Shop Capital@bucketshopcap·
IMO we are prob max 6 weeks away from the top in junk/overhyped/retail type names; I say this b/c now even smart ppl are in on the joke & long. We'll continue to front-run rate cuts but more likely that sets up for a dump in speculative garbage once the cuts happen.
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John_Hempton
John_Hempton@John_Hempton·
Fartcoin market cap is still over a billion dollars. The boys who started this one have probably cashed >100 million. You have the wrong career. So do I.
John_Hempton tweet media
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Michael J. Miraflor
Michael J. Miraflor@michaelmiraflor·
My theory is that a major contributing factor to the rise of all these private members clubs is the deterioration of civil society (and rising crime / declining sense of safety & security) since the pandemic. A part of the allure of these clubs (of which I am a patron, so I'm also projecting here) is that you're buying into a high-trust microcosm. Yes, you pay the money so that you have a place to work, or to network, and meet people and party etc, but also: no one will take your laptop if you leave it on a desk when you take a bathroom break. That same laptop would be gone in 5 minutes at a neighborhood coffee shop, even in a "nice neighborhood." Members clubs offer a lot of things, including replicating... the safety of the suburbs... in the city.
Michael J. Miraflor tweet media
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Sam Parr
Sam Parr@thesamparr·
Go to 21 seconds in. Elon pauses for 15 seconds before answering a question. If you're the interviewer or want info from someone, NEVER EVER interrupt that silence. Most people do because its uncomfortable. But on the other end of that silence is often great content.
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Timothy Liu
Timothy Liu@timothyhliu5·
Druckenmiller at Sohn: "If we get a hard landing, there will be unbelievable opportunities, and I don't want to miss those opportunities by blowing my money now and having some 20-30% loss where my head is all screwed up when those opportunities present themselves."
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Common Sense
Common Sense@polidotto·
How is this not viral yet?! 🔥
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Naval
Naval@naval·
The modern world is managed by bureaucracies staffed with average people. Bureaucrats pile on rule after rule to keep the below-average from hurting themselves or others. Smart & capable individuals need to either opt-out of society or win big before the system suffocates them.
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Tim Urban
Tim Urban@waitbutwhy·
Our brains come preset to look at life up close. Don't forget to zoom out.
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Hours of Boredom
Hours of Boredom@jmo389·
@GarethSoloway You’re mixing up USD and CNY currencies. DOYU has a lot of net cash but still a positive EV
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Gareth Soloway
Gareth Soloway@GarethSoloway·
$HUYA mkt cap of $2.5B but has $11.3B cash. $DOYU mkt cap of $1.23B but has $6.33B cash. This makes them attractive for a 'going private' bidder who can buy at a 100% premium to the stock price and still bank billions with the cash. Saw reports on $YY today for this very thing.
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Hours of Boredom
Hours of Boredom@jmo389·
@Badpak The 1 datapoint we have from Dec 2019, they didn’t announce buyback with earnings. Earnings were 11/27/19, board convened after and announced their US$100mn buyback on 12/20/19.
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Junheng Li
Junheng Li@Junheng_Li·
孩子不用补课了眼睛就变好了,所以爱尔眼科崩盘了。妈妈周末不用送孩子去补课,自己没时间做美容了所以医美也崩盘了。爸爸也没时间喝酒了所以白酒也崩盘了. 😭😭😭😭😭
Junheng Li tweet media
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Zack Kanter
Zack Kanter@zackkanter·
If you’d like to get an idea of Lina Khan’s antitrust views, check out her landmark paper. In case of price-fixing book publisher cartel, she sides with…the cartel. Things get weird when you redefine antitrust from “preventing consumer harm” to “penalizing companies I dislike.”
Zack Kanter tweet media
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Pythia Cap: Partially Conductive
I think the UK should get to destroy the Colosseum as reparations for the Romans keeping Anglo-Saxon slaves. We cannot stop until absolutely every historical wrong since the beginning of time has been redressed eye-for-an-eye style. Does that make me woke enough yet?
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Daniel S. Loeb
Daniel S. Loeb@DanielSLoeb1·
Related is “deliberate practice”. Think of a musician doing scales, a runner doing hill repeats or a surfer practicing dry land pop-ups. According to Colvin it’s an essential part of the champion’s repertoire. Read the book does for other elements: amazon.com/Talent-Overrat…
Shane Parrish@shaneparrish

The difference between good and great results is often found in doing the boring things you know you should do when you don't feel like doing them.

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