John Basler

Value Investor and Portfolio Manager

[John Basler @JTBasler]

@Wendy1u17 Recycling bin

[John Basler @JTBasler]

@zerohedge Investors should care more about percent return on their capital base than aggregate wealth creation for the market.

[John Basler @JTBasler]

@zerohedge There is a lot of recency bias in the stocks listed in this paper. most of of the lifelong compounders have had huge moves in the past couple years. When a large cap increases by a lot it creates a lot of wealth.

[CBS News @CBSNews]

The family of a 26-year-old Iranian man arrested within the last few days during the regime’s crackdown on protests have been told he will be executed, according to the Norway-based Hengaw Organization for Human Rights which focuses on rights violations in Iran.

Despite the Iranian authorities blocking communications Hengaw says his family was able to reach them and share his story, hoping international pressure can help save Erfan Soltani. CBS News has not been able to verify their account.

[John Basler @JTBasler]

@n_roettgen Not surprising for a government that punishes sharing one’s faith or converting to a different religion with death. https://t.co/32k1ougrKV

[John Basler @JTBasler]

@amooh001 Soul

[John Basler @JTBasler]

@TheRich_Gospel Amen

[John Basler @JTBasler]

@KashPatelX Yes

[John Basler @JTBasler]

@elonmuskTN The human mind can pick up a tiny signal amongst a lot of noise.

[John Basler @JTBasler]

@JohnPiper “Therefore render to Caesar the things that are Caesar’s, and to God the things that are God’s.” Matthew 22:21

[John Basler @JTBasler]

@RobertKennedyJr Thank you for caring so much about our nation’s children.

[Cillian @CilComLFC]

Milton Friedman on Price Controls:

"It is a device that Governments have repeatedly resorted to in an attempt to cover up the effects of their own policies."

How relevant is this right now…

👏👏👏

[John Basler @JTBasler]

@gunsnrosesgirl3 Order of operations

[John Basler @JTBasler]

@iancassel Good points to consider. To me the challenge of investing is to apply a consistent and logical method to evaluating the current opportunity set, as opposed to chasing missed opportunities or what recently worked for others.

[John Basler @JTBasler]

@JeremyHL This is my takeaway from the day. It’s so easy to forget when you’re losing money or missing out due to short term price changes.

[John Basler @JTBasler]

So let us all take heed and care
For the future that's soon to be there
With technology so great
It's easy to equate
That the rise of AI is a scare.

[John Basler @JTBasler]

@elonmusk AI wrote and titled this Limerick

AI Fears - by #ChatGPT

There once was a fear so profound
That AI would soon rule the ground
With algorithms so fast
And memories that last
It's a future that's starting to astound

[John Basler @JTBasler]

The power that AI can hold
Is a thought that leaves many quite cold
For what happens when we
Become obsolete
And the machines become brave and quite bold

[John Basler @JTBasler]

@JasonYanowitz @steve_hanke Wow, I just had an epiphany...all money is a liability including monetary assets like gold or even bitcoin. I can’t do anything with money, bitcoin, or gold except call in that liability in exchange for goods or services.