Andy Flattery

The Pod: Boys' Book:

[Andy Flattery @andyflattery]

Some Dad Books to get you back into Dad reading:

Endurance
The Wager
Shadow Divers
Pirate Hunters
Skunk Works
Ship of Gold in the Deep Blue Sea
Empire of the Summer Moon
The Wright Brothers
Undaunted Courage
The First American
A History of the American People
The Frontiersmen
The Lost City of the Monkey God
Centennial
The Greatest Knight
Empires of the Sea

[Andy Flattery @andyflattery]

@NDRepublicans Pretentious virgin tries to be nuanced or something and embarrasses his university

[Andy Flattery @andyflattery]

@MebFaber When you realize Ray Dalio is cringe

[Andy Flattery @andyflattery]

At least the ‘bitcoin is the new benchmark’ guys are crushing their index now

[Andy Flattery @andyflattery]

@MattWalshBlog Throw out most ideas of ‘family planning.’ The disposition to just welcome children as they come is the only way to go. This guy is the wicked logical end of the other way.

[Andy Flattery @andyflattery]

An Alex Jones rant about how your son should know how to throw a baseball

[MLB @MLB]

When Victor Wembanyama threw the 1st pitch in New York 👀

[Andy Flattery @andyflattery]

@heroOfLabour @kofinas Came here to say this. Certain people live for sketchy insurance claims. It’s a section of society most of white collar fintwit is probably blind to

[Andy Flattery @andyflattery]

$5 million will be the new inflation adjusted ‘$2.3 million retirement number’ that you occasionally see referenced now

[Pensare Basketball @PensareBBall]

When I was a kid I was told you likely needed a net worth of 700k-1M to retire comfortably. By the time I retire, that number will likely be close to 3.2M-5M.

I don't think people who are currently poor realize how rich the upper middle and lower upper classes are right now.

[Andy Flattery @andyflattery]

@growing_daniel Still the greatest Catholic app

[Andy Flattery @andyflattery]

I just had two beers and feel like I could record a podcast at a high level. Built different.

[Andy Flattery @andyflattery]

@MTMehan Yes. I’ve heard the apocryphal ‘death bed convert’ thing but never read these until now

[Andy Flattery @andyflattery]

Hey @MTMehan American Catholic here. I see what you did here with American Book of Fables and I am a fan.

[Andy Flattery @andyflattery]

If you have been eating Casey’s Pizza, you are a world class equity analyst who is doing the work that no one else will do

[Patrick OShaughnessy @patrick_oshag]

Get on the plane!

I loved Dan's description of what makes a great analyst today relative to 20 years ago.

It reminded me of @citrini analyst #3, who flew to the Strait of Hormuz during the war.

Being physically present is still one of the most underrated advantages for generating alpha.

"The great analyst 20 years ago was someone who could build a model fast and crack a complicated restructuring.

When I was at Jefferies, Drexel Burnham went bankrupt with a four-inch disclosure statement that nobody could crack.

I spent a whole weekend studying it. That ended up being one of the best claims trades in the history of bankruptcies.

Today, I think it's a junior Gavin Baker. Somebody who understands a company or an industry and the nuances of a technology.

I had an analyst. Casey's General Stores was one of the best performing stocks. It looked like a tech stock.

It was because they weren't a convenience store chain. They were a pizza chain masquerading as convenience stores.

So I had an analyst who went to Texas and ate pizza. That kind of analyst today is what is different."

[Andy Flattery @andyflattery]

@ODELLXYZ This is the “my favorite band was better before they were popular” argument and not constructive. Was it the orange ties who sold all the bitcoin?

[Andy Flattery @andyflattery]

We need to get back to Baltimore Catechism infographic aesthetic

[Elizabeth @suasoptics]

Hey lazy people: the Vatican made infographics for you

[Andy Flattery @andyflattery]

@devinsrose Thanks, I’ll keep you posted

[Andy Flattery @andyflattery]

Book 2 of my boys’ adventure series is underway. I’ve commissioned Kansas City illustrator Patrick Meyers to bring the vibe to life. He just sent me this.

[Andy Flattery @andyflattery]

@alancornett I like how they chose an idyllic New England church in the image to bulldoze for McMansions

[Andy Flattery @andyflattery]

@AdamSimecka Cool

[Andy Flattery @andyflattery]

Sometimes I think about coming on here and raging about how the internet is just TV now. But then I remember that you people like this, it’s your fault this dynamic has happened to all these former platforms for the written word. So I expect my griping falls on deaf ears. Society is becoming more illiterate. I should make a video about this.

[Andy Flattery @andyflattery]

@michaeljburry Another Neal Stephenson idea comes around again