Adith Victor

investing

[Adith Victor @adithvictor]

@sidbing

[Adith Victor @adithvictor]

@rhysdiab @CharlieRuland @joecarlsonshow He does - https://t.co/9cKhr1pdZk

[Adith Victor @adithvictor]

@rrhoover @adaptiveai You should get @Ryanair onboard and reintroduce this offer 👇

https://t.co/bJbDACtsky

[Adith Victor @adithvictor]

@zach__davidson @pitdesi @BearCaveEmail?

[Adith Victor @adithvictor]

@KenyonJohn @rrhoover Agree 💯 @suno_ai_

[Adith Victor @adithvictor]

@rrhoover @calmfund @tylertringas

https://t.co/M06GoZMuX1

[Adith Victor @adithvictor]

A beautiful post by @morganhousel. Reminded me of Warren Buffett's insistence on keeping an inner scorecard versus an outer scorecard
https://t.co/JI1gFKugDv

[Morgan Housel @morganhousel]

A long post about the two big lifestyles you can choose from, and a crazy 1968 sailing race that left one competitor dead and the other happier than he'd ever been.

https://t.co/1w3VL3RbuC

[Adith Victor @adithvictor]

@WolfOfDalalSt @borrowed_ideas Stock-based compensation

[Ho Nam @honam]

Many will disagree with me on this. I’ve said that VC is not an asset class. It’s not investing (it’s a great discovery mechanism. At later stages, with more data, it's investing. So some have described VC portfolio as basket of options. Have some thoughts on this…

[Mostly Borrowed Ideas @borrowed_ideas]

9/10 Investing is my lens to understand the world. It isn't a comprehensive lens, of course, but this is perhaps as good as it gets to figure out how the world works.

The last couple of years market has been anything but boring.

[Adith Victor @adithvictor]

@borrowed_ideas @LibertyRPF https://t.co/h5HJFhJoAi

[Thomas @TWaschenfelder]

A trick I learned from @naval to get rid of envy:

If you are going to be jealous of someone, you must be willing to swap your *entire* life for theirs.

You can’t cherry-pick the aspect of their life you want.

You must give up *everything* you have and know.

Not interested.

[Adith Victor @adithvictor]

@ParikPatelCFA @paraga @jack Patel Cubs are the new Tiger Cubs

[Adith Victor @adithvictor]

@StockJabber @Quartr_App
@TickertapeIN
☝️

[Mostly Borrowed Ideas @borrowed_ideas]

11/ this is basically what I do.

[Tyler Tringas @tylertringas]

There's a growing quiver of tools for new fund managers to deploy innovative investment strategies, but it can be confusing for investors. Let's go over:
1/ rolling/subscription funds
2/ syndicates & SPVs
3/ crowdfunded GP equity

[10-K Diver @10kdiver]

Beta is a measure of short-term volatility, not long-term risk.

Low beta can be low risk.

Low beta can be high risk.

High beta can be low risk.

High beta can be high risk.

All 4 are possible.

From Buffett’s 1993 and 2011 letters:

[10-K Diver @10kdiver]

The dangers of blindly following rules without understanding *why* they're there:

(From Charlie Munger's masterful talk, The Psychology of Human Misjudgment. Source: Poor Charlie's Almanack)

[Thomas @TWaschenfelder]

A trick I learned from @naval to get rid of envy:

If you are going to be jealous of someone, you must be willing to swap your *entire* life for theirs.

You can’t cherry-pick the aspect of their life you want.

You must give up *everything* you have and know.

Not interested.

[Adith Victor @adithvictor]

@Francis_HR90 @FarziCricketer @MensDayOutIndia @myntra

[Shane Parrish @shaneparrish]

Superpowers you can have:

- Ability to change yourself & your mind
- Not taking things personally
- Not needing to prove you're right
- Careful selection of all relationships
- Staying calm
- Being alone without being lonely
- Being ok being uncomfortable
- Thinking for oneself