Human

Not financial advice.

[Acquired Podcast @AcquiredFM]

Tomorrow.

[Alon Mizrahi @alon_mizrahi]

This is from 2 years ago. I think it's aged gracefully

[matt @FM1_3316]

Just remembered this moment from 3 years ago where Max expressed his concerns about the 2026 regulations, fascinating to hear this considering what we've seen this weekend

[Steve Burns @SJosephBurns]

Jim Simons gold trade:

[Kevin Carpenter @kejca]

Warren Buffett: "You should be very forgiving of yourself — but not totally forgiving of yourself."

"There is no sense looking back and saying, 'If I had done this, if I had done that...' Just forget it. It is history. You can't change it, [but] you can change your behavior going forward."

[Historic Vids @historyinmemes]

In 2012, DJ deadmau5 responded to a random fan’s tweet during a livestream, a spontaneous moment that ultimately inspired one of his most iconic tracks.

[Compounding Quality @QCompounding]

Great finance cheat sheet:

[Human @alias_trader]

@samdruss Tough year for trend following man. Wip-saw galore!

[Human @alias_trader]

@thechartist @granthawkridge What parameters do you use to eliminate 2008 crash etc? I have been trying in marketinout but can’t seem to keep the tragedy flat in these crashes.

[Acquired Podcast @AcquiredFM]

New listeners often ask us what episode to start with.

Here are the top 10 by all-time downloads:

1. Amazon Pt 1
2. TSMC
3. AWS
4. Walmart
5. Berkshire Pt 1
6. Benchmark Pt 1
7. NVIDIA Pt 2
8. Enron
9. Ethereum
10. Sony

Runners up: T Swift, NVIDIA Pt 1, Peloton, Bitcoin.

[Compounding Quality @QCompounding]

How to find great companies:

-Revenue growth > 5%
-Profit growth > 7%
-FCF / earnings > 80%
-ROIC > 15%
-Net debt / FCFF < 5
-Debt/equity < 80%

[Compounding Quality @QCompounding]

This PDF will teach you more than an MBA.

It will even make you smarter than most fund managers.

10.000 (!) pages full of investing wisdom from Warren Buffett, Terry Smith, Howard Marks and many more.

To receive it:
1️⃣ Follow us
2️⃣ Retweet this tweet
3️⃣ Reply 👋 below

[Human @alias_trader]

@QCompounding I want my PDF

[Human @alias_trader]

@aydan Sir Donald Bradman
Nearly twice as good as the next best batter in cricket history

[Nathan Baugh @nathanbaugh27]

Not many 90 second videos change how I view the world.

But Charlie Munger arguing envy drives the world — not greed — certainly did:

[Compounding Quality @QCompounding]

Different kind of moats according to Morningstar:

[Human @alias_trader]

@DemoniacoASX Surely buy backs to come

[Alf @MacroAlf]

The only chart that matters for the housing market in 2023.

Who is the marginal buyer here?