Investment Ideas

just here looking for investment ideas. DMs open

[Investment Ideas @InvestmenIdeas]

@joecarlsonshow How do you know it’s not becase the marketing stopped working?

[Aria Radnia 🇮🇷 @ariaradnia]

What an unbelievably fantastic take from @DrewCohenMoney on $DUOL growth

Can they pull it off is the question tho

[Investment Ideas @InvestmenIdeas]

@DrewCohenMoney @joecarlsonshow do you have thoughts? Havent heard this befor

[Investment Ideas @InvestmenIdeas]

@DrewCohenMoney @Speedwell_LLC Love the work

Celsius, TSMC, or Oklo would be cool

[Investment Ideas @InvestmenIdeas]

@Speedwell_LLC @AlphaSenseInc excited to listen

[Investment Ideas @InvestmenIdeas]

@Speedwell_LLC You need to interview @bchesky next!

[Investment Ideas @InvestmenIdeas]

@MebFaber This interview w/ a tech investor was really good

https://t.co/6jGg0RlBuG

[Investment Ideas @InvestmenIdeas]

@Speedwell_LLC Pertinent for $ABNB

@bchesky is building a SuperApp

[Investment Ideas @InvestmenIdeas]

@Speedwell_LLC @morganhousel I was thinking that too

[Investment Ideas @InvestmenIdeas]

@Speedwell_LLC Awesome 👏

[Investment Ideas @InvestmenIdeas]

@Speedwell_LLC Congrats!

[Investment Ideas @InvestmenIdeas]

@Speedwell_LLC Where’s this from?

[Investment Ideas @InvestmenIdeas]

@kevg1412 Thanks brimming with nuggets

[Investment Ideas @InvestmenIdeas]

@Speedwell_LLC What business are you most worried about?

[Investment Ideas @InvestmenIdeas]

@Speedwell_LLC @nikitabier I like thinking about it from this framework with the consumer hierarchy of preferences idea

[Investment Ideas @InvestmenIdeas]

@QCompounding It’s interesting, but limited info. Good free write up here

[Ryan Henderson @CCM_Ryan]

Phenomenal writeup on Dream Finders Homes $DFH

Drew really is one of the brightest young investors I’ve ever met. https://t.co/59NAQWoLlp

[Investment Ideas @InvestmenIdeas]

@Speedwell_LLC So which kind of technology is AI?

[Investment Ideas @InvestmenIdeas]

@NeckarValue I feel like decision making is almost always unconscious.

[Investment Ideas @InvestmenIdeas]

@NeckarValue 👌🏻

[Investment Ideas @InvestmenIdeas]

@ValueStockGeek Dan Ariely had $75k as that limit… which maybe makes sense for a professor to think that

[Investment Ideas @InvestmenIdeas]

@ValueStockGeek Most behavioral finance books say anything beyond $100k is incremental (probably need to PPP adjust that)