NOBODY TEACHES YOU HOW TO ACTUALLY TELL IF A COMPANY IS A GOOD BUY.
Most people look at a low P/E, a hot sector, or whatever is trending here.
Here is the real process:
Always remember what baki said to his girlfriend...
You belong to no one, but there's a relationship only between us, and it means nothing to other men. Anyone can fall in love with you, and they are free to ask you out. you should decide who you like more. If i'm not good enough,you can choose someone else.
~baki
Bill Ackman on getting through a stressful & negative period in your life…
I come back to this video so often. Any time I am in a bad spot. Worth the 2 minutes for sure.
You mathmatically can't compound your way to wealth anymore... 20 years, 7% returns, 3% inflation, 40% taxes -- best case you 1.5x your investment. That is why the kids YOLO it... plain and simple.
“”A sociologist from Oslo ran a study asking men whether they would choose their partner again after their first major crisis. Sixty-eight percent said no. Not because of the crisis itself, but because of how she behaved inside it. The researcher explained that men don’t leave during problems…they leave during the patterns that problems reveal.
The most common reason men gave wasn’t cheating, disrespect, or money. It was weaponized panic. One man said that the moment life got hard, she made him the enemy instead of the partner. Men said the crisis itself didn’t scare them …her emotional volatility did. Many explained that if she collapsed early, they assumed she would always collapse.
Another major reason was scorekeeping. During stress, many women revived old mistakes and used them as leverage. One man wrote that every crisis became three crises…the current one, plus two from the past he thought they had already solved. Men said this destroyed trust faster than the hardship itself.
Another recurring reason was loyalty under pressure. It wasn’t about cheating, but about alignment. One man summarized his breaking point by saying that when he needed a teammate, she became a commentator. Men said they didn’t expect their partner to have all the solutions, but they did expect solidarity…stand with me first, analyze later.
A therapist who reviewed the data explained that men don’t fear crisis. They fear facing a crisis with someone who switches sides when the pressure rises. The lesson he drew was that a crisis doesn’t change the relationship…it reveals the relationship you already had”
Reality of being an investment banking analyst
> wake up at 8 AM, tired from turning useless comments from your VP until 3 AM the night before
> make it out of your shoe-box NYC apartment by 8:45 AM. Check email on the subway. Already 3 emails filled with new comments and 4 new Zoom calls with client scheduled
> make it to office and fire up PPT + excel to start turning through comments. MBA Associate asks you what "Adjusted EBITDA" means through Teams. VP already chasing you for something he said "no rush" on previously
> make it to lunch. Grab slop bowl (Sweetgreen, CAVA, Chopt) and eat at your desk while making more changes to excel model
> hop on Zoom call just to take notes and say "nothing else from my end, thanks" at the end of the call. No one even acknowledges you exist or joined the call
> align logos on PPT and make small "formatting tweaks" for another couple of hours. Involves changing every navy blue color in the 95 page PPT to slightly lighter shade of blue because your VP doesnt know how else to add value on the deal
> get new staffing at 6 PM. "Urgent" - need a 30 page deck by tomorrow for important client meeting, according to MD
> churn the next 3 hours building the deck and excel model. Send off to Associate for review, who left 2 hours ago to "hit the gym" and go on a quick Hinge date after
> Associate gives comments at 9 PM. Turn and send to VP at 10:30 PM. VP is upset you are making him work at 11 PM so he adds on a couple more useless comments to burn your night even more
> Send to MD at 11:30. Take Uber home and check email. MD wants to change the entire thing into new format and re-arrange the order. "Dont burn the midnight oil but need it on my desk by 8 AM tomorrow"
> Send off the deck at 3 AM again. Everyone is asleep and no one signs off. Set alarm at 7 AM to make sure you are available to turn comments the next morning if needed before client meeting
> MD emails at 8 AM saying he got his dates mixed up, client meeting is actually the day after. You are visibly mad, but at least you are done with the deck
> Walk into the office. MD says "hmm, since we have another full day before client meeting, why dont we add these [50] additional pages into the PPT deck before tomorrow?"
> You know your night is ruined once again and you start questioning why you ever decided to do this stupid job
Once you understand the seasonal nature of life the hard times aren’t so difficult. It will pass, you just gotta maintain your energy and sustain your drive until things get better. And they will get better, they always do 🙏🏿❤️
@jon_d_doe I won’t forget the advise you gave us one time and I bookmarked it in my memories,you said and I quote “so long as she respects you and does right by you and your kids,doesn’t weaponise sex and doesn’t snoop around your phone,men should keep remaining blind”
I no fit forget!!!
This morning, I shared a DM from lady who had a conversation with her mother.
The mother told her that a woman should sometimes act like a "dunce" when she's in a relationship or marriage.
Over the years, and in my experience dealing with women, I have observed that most
You see that lady that made you feel like a king when you were broke & depressed?
She's your wife.
Whether she's educated or not.
Voluptuous or not.
When you have the money, please make her the envy of women that rejected you.
And fuck those women hard without pity.
End.
u don’t always realize how much someone means to u until they sit with u in your worst moment and don’t walk away. The ones who stay when it’s uncomfortable, when u have nothing to offer but your truth. They're a kind of miracle. If u have one person like that, u are deeply lucky