Ryan Flanigan

[Michael Mitchell @IgnoreNarrative]

Similarities to 2008 are getting too obvious to ignore 👇

- it’s a year, just like ‘08 was
- the stock market is open
- some days the market is up and others it is down
- there are people
- those people like to eat food

If you don’t prepare for what’s coming that’s on you

[Ryan Flanigan @FlanTheMan31]

@QCompounding 👋

[Compounding Quality @QCompounding]

This PDF will teach you more than an MBA.

It will even make you smarter than most fund managers.

10.000 (!) pages full of investing wisdom from Warren Buffett, Terry Smith, Howard Marks and many more.

To receive it:
1️⃣ Follow us
2️⃣ Retweet this tweet
3️⃣ Reply 👋 below

[Cincinnati Bengals @Bengals]

Still writing our story.

#CINatKC | 📺 CBS, 6:30 PM

[boaz weinstein @boazweinstein]

https://t.co/QnYNHwuxzj Annual letter for Saba’s closed-end fund (ticker BRW).

[Ryan Flanigan @FlanTheMan31]

@elonmusk can you give us separate mini-timelines where we could add specific users we follow (e.g., I could add users who tweet about basketball to a “basketball’ mini-timeline so I don’t need to scroll through my entire timeline to find information on one topic)

[Cincinnati Bengals @Bengals]

They have to play us.

#KCvsCIN | 📺 CBS, 4:25

[Investment Wisdom @InvestingCanons]

“A successful stockpicker has the same relationship with a drop in the market as a Minnesotan has with freezing weather: you know it’s coming, and you’re ready to ride it out, and when your favorite stocks go down with the rest, you jump at the chance to buy more.”

― Peter Lynch

[Elon Musk @elonmusk]

@RBReich Interesting … now pay $8

[Jeff Davies, the Energy OG @EnergyCredit1]

$TWTR capital structure thread 🧵

Elon had commitments for $13 billion in credit facilities to help finance the Twitter buyout

They are shown here. $12.5 billion was likely funded at close with undrawn $500mil revolver

1/

[Big Cat @BarstoolBigCat]

Wish I had won yesterday but Keeneland/Lexington is the absolute best. Till next time, when I come to lose again.

[Christopher Bloomstran @ChrisBloomstran]

Two cans of Heinz! tomato soup hurled on Van Gogh’s Sunflowers, which is protected by museum glass, made by heating sand with natural gas. The superglue the geniuses bonded themselves to the wall with is made from oil, and oil paint is not made from crude.

[Christopher Bloomstran @ChrisBloomstran]

It seems the MicroStrategy faithful have conditioned themselves to believe they own a levered long call on #Bitcoin, with a profitable software company supporting it. Reason, and apparently basic valuation math, is not their bailiwick. So, what DO they own, and at what price? 1/

[Matt Jones @KySportsRadio]

Today in Lexington, Tyler Childers played “Follow You to Virgie” at the memorial service of Nell Riley, a big UK and KSR fan

She was from Virgie and the performance is absolutely beautiful

[Brett Caughran @FundamentEdge]

Had a DM question asking for advice for a brand new analyst working at a pod shop. Noodled on it, and figured I would share the thoughts broadly in case helpful. I am far from the most tenured and successful pod PM - spent 4 years as a PM at combo of D.E. Shaw (not a pod)…

[Ryan Flanigan @FlanTheMan31]

Update:

https://t.co/oY3MwP9sAH

[Ryan Flanigan @FlanTheMan31]

With $NFLX now at $259, it is a good time to review @BillAckman and Pershing Square’s thesis. He has a cost basis around $390. $NFLX starts on p. 17

https://t.co/kEYxShWLmw

[Ryan Flanigan @FlanTheMan31]

@girdley Why is the ROIC > CoC ?

Forces one to not only find out if ROIC is in fact greater, but also provides a starting point for analyzing if that is likely to continue into the future

[Ryan Flanigan @FlanTheMan31]

@BornInvestor People spend hours upon hours meticulously curating their playlists and saving songs that pique their interest. This creates a switching cost that would most definitely cause people to care

[Ryan Flanigan @FlanTheMan31]

@willchamberlain *Truteau