Ashwin Agarwal

Markets, Travel, Sport, Art

[Matthew Harbaugh @themattharbaugh]

Joel Greenblatt on what to focus on

[CapexAndChill @CapexAndChill]

Chris Hohn argues that you can find a company with a monopoly market share, incredible assets, and theoretical cash flow, but if management views themselves as "totally unaccountable to the wider base" and engages in related-party transactions, the intrinsic value is effectively zero for the minority shareholder. Elite businesses are those where cash flow actually reaches the minority shareholder.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

Switzerland is one of the best equity markets, with a 100-year track record.

No Big Tech. No oil. No coastline. No empire. Not even a president.

When comparing apples to apples (i.e., the weak USD and strong CHF), it even outperforms the S&P 500 over this period.

Every Swiss company starts the year at -2% due to having the world’s strongest currency.

Yet, alongside Germany and Austria, you’ll find a country with the most “hidden champions” (small market leaders) and all the reasons and qualities that explain why Swiss people, alongside the Japanese, have the longest life expectancy.

Read my trilogy, now available!

[Dear Son. @DearS_o_n]

Man to man.

[Ashwin Agarwal @Ash_awal]

@Max_Gupta lol

[Nostra, House of Gold @Nostre_damus]

oil +8%

[Maximiliano Bretos @MaxBretosSports]

Imagine you are heading to Times Square NYC to see “Les Miserables” and you stumble into this …
#Norway play #Senegal tomorrow at MetLife Stadium

[ChiTownPaul 🏴󠁧󠁢󠁳󠁣󠁴󠁿🦆 @CTPaul90]

Marching to Fenway with a few thousand fellow Scotland fans has been one of many incredible highlights from this weekend

[Peter Mallouk @PeterMallouk]

126 years of market history tell a simple story...
Stocks and earnings move together with a 98% correlation.
The short run is all about noise.
The long run is all about profits.
Speculators chase noise. Investors follow profits.

[Alex Hormozi @AlexHormozi]

Do not hang out with losers. It is contagious.

[Ashwin Agarwal @Ash_awal]

@Vinayak_Dangson max supply is not a great look

[Ashwin Agarwal @Ash_awal]

@Vinayak_Dangson great call

[Vatnik Soup @P_Kallioniemi]

Andy Serkis reading Trump's tweets in Gollum's voice is the best thing you'll see on social media today.

[Milton Friedman Quotes @MiltonFriedmanW]

Milton Friedman on 4 ways to spend money:

1) Your money on yourself (you’re careful about both cost and quality)
2) Your money on others (you care about cost, less about quality)
3) Someone else’s money on yourself (you care about quality, not cost)
4) Someone else’s money on others (you care about neither)

The last one is how government spending works.

[Peter Mallouk @PeterMallouk]

Wondering which month is the best time to start investing?
The right answer is any month. Just start!

[Skscartoon @skscartoon]

Another historical meme

[Sarahh @Sarahhuniverse]

One of the Wisest movie quotes ever ❤

© Kingdom of Heaven (2005)

[Best Movie Moments 🍿 @BestMovieMom]

James Cameron: "In Star Wars the good guys are the rebels, they're using asymmetric warfare against a highly organized empire, I think we call those guys terrorists today."

George Lucas: "When I did it they were Vietcong. That was the whole point."