Sol

[Sol @King_Sol11]

@MstarBenJohnson @choffstein In order to get expedited review, you’re required to submit two redlines against a similar filing under the 1940 Act. Not sure the point…

[Ahmed/The Ears/IG: BigBizTheGod 🇸🇴 @big_business_]

Lack of discipline and sleep schedule has your life in shambles.

[Ian Cassel @iancassel]

A great interview..

“There is a guy named Shelby Davis. He is the only guy in the history of the financial markets that ever became a billionaire using only $50,000 and only investing in common stocks. And he did it only investing in 7 companies…”

[Overheard on Wall Street @OHWallStreet]

Blackstone’s 2023 Holiday Video

[Sol @King_Sol11]

@phl43 Also, could they even beat Hezbollah?

[Sol @King_Sol11]

@olivertraldi 215,000 is market rate for first year salary. Point still stands though!

[Africa View Facts @AfricaViewFacts]

An amazing view of a football pitch high up in the mountains in Aguemoune N'ath Khiar, Béjaïa, Algeria 🇩🇿

[Sol @King_Sol11]

@StockMarketNerd I bought into the “no profits” narrative without looking into it. Wish I would have purchased earlier this year.

[Fabricated Knowledge @fabknowledge]

Today's post is about Japanese stocks so I published it a bit early. I have some thoughts on AI winners who aren't so (advantest cough cough) and real winners (ABF names, plus an undercovered European ABF maker)

https://t.co/yfiVyuq2Ue

Read more here!

[Citrini @citrini]

Two things:

1) Asian price action past couple days along with isolated US cases seems like canary in the coal mine for very hyped AI.

2) If legitimate AI beneficiaries sell off with the BS, thats going to be a huge buying opportunity.

[Ryan Holiday @RyanHoliday]

Pay the taxes of life gladly.

Not just from the government. Annoying people are a tax on being outside your house. Delays are a tax on travel. Haters are a tax on having a YouTube channel.

There’s a tax on everything in life. You can whine. Or you can pay them gladly.

[Citrini @citrini]

Plenty of AI loser names down 3-4% today.

Directly after I published this piece I got aggressive fading $WIX

Within the next couple quarters, competition in the space will heat up significantly.

WIX could have a Chegg moment by next year, imo. https://t.co/vN8be9DdJs

[Patrick Wyman @Patrick_Wyman]

For those who have never seen it, this is one of the holy grails of the internet.

[Sol @King_Sol11]

@Kdenkss Don’t think it’s accurate to say that’s one of the biggest US mid east priorities either.

[Sol @King_Sol11]

@Kdenkss US would be crazy to do that (doesn’t mean they wouldn’t though..)

[Ball Don’t Lie @Balldontlie]

"We're running this s**t back!"

Michael Malone is FEELIN' IT at the Nuggets' parade 😭🗣️

https://t.co/DQknmSKgD5

[crisp mattman @cushbomb]

Suck it, Sy Hersh! The US and Norway didn’t blow up Nordstream! It was Ukraine! After the US explicitly told them not to. Meaning that they’re a rogue state which can’t be trusted with American arms. Wait, no—

[John Rotonti Jr @JRogrow]

Yep…

If you’re not reading and re-reading “Buffett’s Alpha” by @CliffordAsness team at AQR, then you should…right now!😉

I discuss the paper on @SmatteringShow with @TheSmattering and @marketmusician…

[Compounding Quality @QCompounding]

Rakesh Jhunjhunwala is the best investor you've never heard of.

He compounded at 65% (!) per year for 37 years.

This means $1 turned into $15 billion!

Today I am sharing all his public writings with you for free: