Will Thompson

investor

[Will Thompson @WillasaService]

@seandsweeney Verso

[Will Thompson @WillasaService]

@seandsweeney I lived in one of your buildings and the property mgmt org (MN apartments) had some of the most incompetent people I've ever dealt with. Would strongly suggest replacing them

[Will Thompson @WillasaService]

@Larryjamieson_ Nespresso

[Will Thompson @WillasaService]

@dougclinton Dried mangos

[Will Thompson @WillasaService]

@Speedwell_LLC I think it mostly has to do with Temu reaching into broader and broader keywords. At the very top of the funnel, I think the search terms can be similar even though the offerings are very different.

[Will Thompson @WillasaService]

13F sheep over extrapolating Burry's history:

[Will Thompson @WillasaService]

“If you underperformed the global stock market by 20bps a year for the five years ending 2021, that was top-quartile performance. So another way of saying that is the benchmark has been top-quartile. In normal environments, the benchmark is actually 3rd quartile."

Hard to see a case where we don't revert closer to the mean going forward

https://t.co/HmgKvZiUyi

[Will Thompson @WillasaService]

Paul Graham on Ambition, Art, and Evaluating Talent

https://t.co/FxZXBojaVH

Found this hard to listen to, and didn't reflect particularly well on PG.

Was it just a clashing of intellectual styles? I think Tyler is the best interviewer in the game and Graham just seemed very surprised by his questions. Most guests appreciate Tyler's level of prep and pointed questions. I had high hopes, but something was off.

[Will Thompson @WillasaService]

Best explanation I've heard for Baumol's cost disease in healthcare is from a Shkreli vlog:

"The reason healthcare becomes more expensive over time is not because of some nefarious bad actor… trying to extract more and more out of people’s pockets. I think the reason is because there’s demand and supply. Suppliers can offer whatever price they want, they still need the demand part of the curve. And the demand part of the curve has an insatiable interest in the marginal unit of healthcare. Everyone wants to be healthier. There’s nobody that says oh well I don’t need to be healthier, it’s cool. Everybody wants to be healthier."

[Will Thompson @WillasaService]

Growth investors listening to earnings calls:

[Will Thompson @WillasaService]

@sidecarcap On average, betting on established vs unestablished moats is probably even given the trade-off between batting average and magnitude of return

[Will Thompson @WillasaService]

@sidecarcap Hard to agree that it’s JUST unbuilt moats that end up being profitable. Whether it's a well-established moat that persists for longer than expected or an established one that ends up working, it’s all an area under the curve equation

[Will Thompson @WillasaService]

@GavinSBaker $ANET

[Will Thompson @WillasaService]

Taleb does not mix well with the CNBC audience or anchors

Literally gets asked "what is the chance that there is a black swan event coming?"

🤦‍♂️ calculable odds don't lead to black swans

https://t.co/Xkp6fndgPh

[Will Thompson @WillasaService]

Answer: S&P 500 Catholic Values ETF
ticker: CATH

Also in the holdings: Facebook, Altria, Mckesson, ConocoPhillips, Westrock (cardboard supplier to AMZN), Domino's Pizza, Match Group, Ulta, Hormel, Delta, and News Corp.

445 total holdings

WHAT?

[Will Thompson @WillasaService]

Which ETF has these as its top 10 holdings?

[Will Thompson @WillasaService]

wedge between market pricing and the Fed’s expected rate path. That wedge needs to be resolved in the coming months, and the Fed is telling us that unless it sees a compelling drop in inflation, it expects market participants will need to move in its direction."

[Will Thompson @WillasaService]

https://t.co/yTlTyxPHnW

"Bottom Line: There is a palpable sense of relief in markets that the big rate hikes are behind us and now we can look forward to the eventual rate cuts while ignoring the remaining rate hikes in this cycle. That sense of relief drove an even greater...

[Will Thompson @WillasaService]

Also had no idea how open he was and has always been.

he used to live stream himself building models and reading biotech 10Ks

he has dozens of videos on youtube including finance and chemistry lesson series

https://t.co/T4fg9UG98A

[Will Thompson @WillasaService]

I bet your impression of Martin Shkreli, a.k.a. Pharma Bro, will change after watching this interview:

https://t.co/HR9vTeXSc3

[Will Thompson @WillasaService]

Without making a + or - judgment, I think this guy is fascinating.

In this interview, he talks about being the most hated man in America, going to prison, managing businesses from prison, leading a group within prison called Crypto Thugz, launching a Web3 startup, etc.