All my twitter threads

Browse through all my twitter threads by topic
Long-form articles
1. The Power, Peril, and Plight of the Big Tech
2. Is valuing SaaS stocks a special form of the Petersburg Paradox?
3. Connecting the Haves and Have-nots of the ZIRP World
Company specific threads
1. Amazon (Bull Case, Bear Case)
2. Boeing
3. Disney
4. Dollar Tree
5. Facebook
6. Aon
7. Intuitive Surgical (Update: 2Q’2020)
8. Envestnet
9. Dentsply Sirona
10. ServiceNow
11. Berkshire Hathaway

Big Tech

1. Big Tech, and Free Cash Flow
2. Big tech’s acquisition spree, competition, and Kill Zone
3. 2Q’2020 updates (FB, GOOG, AMZN)
4. Big tech’s cash hoarding and its implications

Book Review threads
1. Range: Why Generalists Triumph in a Specialized World
2. Investing: The Last Liberal Art
3. The Birth of Plenty
4. The Great Mental Models: General Thinking Concepts

Learning from the best
1. Steve Jobs: The Lost Interview (1990)
2. My favorite Bezos letter (2014)

Podcast notes/summary
1. Gavin Baker
2. Sarah Tavel
3. Michael Green
4. Morgan Housel
5. Turner Novak
6. Eric Vishria
7. Kat Cole
8. Matthew Ball
9. Brian Armstrong
10. Katrina Lake
11. Chetan Puttagunta, and Jeremiah Lowin

Miscellaneous
1. In an inflationary environment, should you own companies with tangible assets?
2. Entrepreneur types and illusion
3. The sin of elusive synergy in M&A deals
4. Buffett and Munger’s biggest edge
5. Post Covid-19 Overton window of fiscal and monetary policies
6. Past, Present, and Future while investing
7. The art of selling your stocks
8. The magic of Reverend Thomas Bayes
9. When to average down in your stocks
10. Invisible asymptotes
11. Age and entrepreneurship
12. Capital allocation post Covid-19
13. Value Investing’s El Farol Bar problem
14. The investing playing field
15. Ergodicity
16. The Ant model and capital allocation
17. Why corporations die but cities don’t
18. 18 traits of a complex system
19. S-curve conundrums
20. Margin of safety
21. The myths of bundling
22. The active nature of passive benchmarks
23. Half-life of Investing
24. The Future of Active Investing
25. Investing Time Horizon
26. Thank you, 10,000 followers!
27. How to measure network effects
28. Incentives for active investing
29. The Next Buffett-Munger duo
30. Despite being a bull, why I never ridicule permabears
31. Is Cricket a game of skill or luck?
32. Buffett’s genius in investing in the unknown and unknowable
33. Extrapolating Sun Tzu’s battlefield framework in Investing
34. How our sell decisions hurt alpha
35. Take rates for different marketplaces and business models
36. Looking beyond accounting based earnings
37. Cascading myopia in the investing business
38. Stupidity
39. My behavioral biases

Notes from Michael Mauboussin Papers
1. Ten attributes of Great Fundamental Investors
2. The Math of Value and Growth
3. The Wisdom of Crowd
4. Public to Private Equity in the United States: A Long-Term Look (Part 1, Part 2)

Howard Marks memos
1. Uncertainty
2. Uncertainty II

Investing thoughts during Covid-19
1. March 13, 2020
2. March 20, 2020
3. March 27, 2020
4. April 03, 2020
5. April 09, 2020