Coho Capital

[Coho Capital @CohoCap]

@ChrisPavese I do love bargains. Plus, fishing in Broyhill ponds is bound to dramatically increases my odds!

[Coho Capital @CohoCap]

@TidefallCapital Strong endorse. Trevor is truly differentiated in his thinking, does excellent work, and is one of the most decent guys you will meet. Ten years from now you will wish you had invested.

[Coho Capital @CohoCap]

@LibertyRPF @TSOH_Investing Thanks Liberty!

[Coho Capital @CohoCap]

@TSOH_Investing Thanks Alex, I feel the same way when I read your stuff.

[Coho Capital @CohoCap]

@thaddeus_hatter Agreed, strongly endorse.

[Coho Capital @CohoCap]

@BillBrewsterTBB Thanks Bill!

[Coho Capital @CohoCap]

@wlep @DennisHong17 @patrick_oshag @MylesDanielsen @rcwl_ Second this

[Coho Capital @CohoCap]

@LongHillRoadCap Knowing what game you're playing is a huge advantage - a forcing mechanism for cutting down on decision fatigue.

[Coho Capital @CohoCap]

@east_cap That is very kind, thank you.

[Coho Capital @CohoCap]

@UpslopeCapital Thanks @UpslopeCapital, I'm a big fan of your letters too!

[Coho Capital @CohoCap]

@DerekTrout Thank you for the shout-out. Having guys like @reedhastings in the stable makes our job easy - relentless execution, focus on the long game, and meritocratic culture.

[Coho Capital @CohoCap]

@joelmcohen Ignore performance pressure. Winning the quarter or the year is a fool’s errand. True success is measured over a long time-frame. In short, you are not trying to win, you are trying to build – the ultimate hack is cultivating a state of being.

[Coho Capital @CohoCap]

The Science of Nerdiness https://t.co/H1qdnTTkUI via @sciam

There are many paths to investment success but deep curiosity is a prerequisite. For knowledge seekers, dopamine drives discovery:

[Coho Capital @CohoCap]

@TidefallCapital Mic drop

[Coho Capital @CohoCap]

@BillBrewsterSCG @PrefShares @TheTranscript_ @bradsling @aaronbush100 @AndrewRangeley @Find_Me_Value @JohnHuber72 @scuttleblurb @manualofideas @ChrisBloomstran @ElliotTurn @LSValue @GavinSBaker @FrancoOlivera Very kind of you @BillBrewsterSCG. If a man is judged by the company he keeps then maybe I'm doing something right.

[Coho Capital @CohoCap]

@UnHedgedChatter Thoughtful and deliberate beats scattered and twitchy. Long-term investors focus on what works not catering to the Wall Street hype machine.

[Coho Capital @CohoCap]

@manualofideas @ChrisBloomstran @ElliotTurn @pcordway Ha! I know any time I have listened to @pcordway, @ElliotTurn, or @ChrisBloomstran I feel smarter afterward.