Brock Erwin

[Brock Erwin @Clever2Invest]

"We believe as AI automates the mechanical work of tax prep, differentiation is going to shift away from those mechanical pieces towards the relational pieces that matter most to clients, the trust, the judgment, the accountability."

-Curtis $HRB

AI bear thesis broke 🧾🤖🐻💥

[Carbon Finance @carbonfinancex]

Adobe $ADBE investment thesis summarized:

[Pernas Research @pernasresearch]

It’s striking that despite the explosion of tools available to retail investors, and the consistently underwhelming returns from hedge funds, there remains this durable belief that professionals operate with some insurmountable edge….The reality is the bar is actually set so low amongst these “pros” that when I explain this I have to make it seem they are better than they actually are just sound credible.

I guess what sustains the myth is the sheer scale of capital involved. People see billions and infer brilliance.

I think my new favorite analogy to try and dispel this is the modern entertainment industry. There is enormous capital, endless access to “top talent,” and yet good films are rare. The presence of money and resources does not guarantee quality. Not even close. Investing is no different.

[Brock Erwin @Clever2Invest]

@CabotAsp @CapstackCapital Follow me too

[Pernas Research @pernasresearch]

I turned 40 this year. These are the things I wish I had known at 20.

Starting with...

1. Develop the ability to add and delete habits. I’ve observed that recovering addicts can have an edge on normal people--they have come to the stark realization that change is existential. Change is the price of survival for all of us. (For me, deleting is easier than adding. You might be different.)

[Michael J Butler @UpUpDnDnBAStrt]

@elonmusk I like Elon, and I’m a Trump fan as well. I disagree on this point though. WFH (remote work) should be fairly assessed like anything else and based on merit and output. Blanket cancellation of ideas/processes is not something, in general, to be celebrated.

[Brock Erwin @Clever2Invest]

PRODUCT IDEA💡 :

ChatGPT Thoughts – your personal AI companion that reads your mind and helps you think through ideas! 🧠✨ #Innovation #FutureTech

🤯

[Nick Huber @sweatystartup]

People who complain about the cost of commercial flights need to wake up.

The entire industry has never been profitable. Relies mainly on government subsidies.

A couple hundred bucks to hurdle through the air at 600 miles per hour in a steel tube.

Turn a multi-day journey into a few hours.

Best value on the planet.

[Brock Erwin @Clever2Invest]

It’s possible fools can make money making stupid bets. Doesn’t mean you should copy them, and doesn’t make it a reproducible strategy. Investing prudently should be slow and building wealth over time, compounding your money by buying attractive businesses at not too high of prices. You won’t get rich overnight, but you will certainly get rich over time. Just ignore the rest…it’s just noise

[Brock Erwin @Clever2Invest]

@bigendiansmalls b is a reference to c. So any updates to c is reflected in c. Makes sense to me.

[Brock Erwin @Clever2Invest]

@siliconion https://t.co/AucUEfAQpB

[Brock Erwin @Clever2Invest]

@majgeoinvesting @Investing501 Completely agree with this. Q&A section of earnings calls can be a treasure trove of information, but most investors are unwilling to do this work. That's you're edge.

Highly recommend installing the @EarningsCallApp to listen for free!

[Maj Soueidan @majgeoinvesting]

Gotta love it when the first "operational" highlight of a company's earnings release is the ringing of the NASDAQ bell. Maybe hoping to divert attention away from the $14.6M loss reported in the middle of the release.🤐🤫 The company's name is very appropriate.

[Brock Erwin @Clever2Invest]

@OtterMarket For me, I do that from time to time just so I can remember the person’s name. Using it a couple of times out loud helps commit it to memory in my experience. Didn’t realize it could be cringy though. Should I stop? 😬

[Brock Erwin @Clever2Invest]

Two of the greatest minds in investing and business on stage, what a fantastic interview! 🐐

[Brock Erwin @Clever2Invest]

Two of the greatest minds in investing and business on stage, what a fantastic interview! 🐐

[Brock Erwin @Clever2Invest]

RIP steve harwell. You were an all star.

[Brock Erwin @Clever2Invest]

@AdobeXD About Page: Shout out to all the amazing engineers and managers behind the scenes. Credit where credit is due 🙌