Arkham Capital

Musings on stocks, mental models and other interests. Value tilt.

[Arkham Capital @Arkham_Capital]

You can never know everything and part of what you know is always wrong. Perhaps even the most important part. A portion of wisdom lies in knowing that. A portion of courage lies in going on anyway. - Wheel Of Time

[Jim O'Shaughnessy @jposhaughnessy]

Two thoughts from Garry Kasparov

“The point of modern propaganda isn't only to misinform or push an agenda. It is to exhaust your critical thinking, to annihilate truth.”

“Dictatorships must be feared to survive so they cannot bear to be mocked.”

[Arkham Capital @Arkham_Capital]

@chelsssseeeea Observational study. Key point your post missed.

[Arkham Capital @Arkham_Capital]

@kristinnsms $FFH.TO and $MKL are worth considering too.

[Arkham Capital @Arkham_Capital]

@realroseceline Awesome! Will it be available in Canada ?

[Arkham Capital @Arkham_Capital]

@chelsssseeeea Ooph...not new data. All public info based on assessment records. Also available in the right leaning cities you love.

[Arkham Capital @Arkham_Capital]

@dnapway It's the plot of an Adam sandler movie lol

[Arkham Capital @Arkham_Capital]

@shaneparrish Andrew claimed Charlie Munger wanted to merge their companies. Sure buddy.

[Arkham Capital @Arkham_Capital]

@mistry8kam @ronmortgageguy No his goal is to get clicks and views.

[Arkham Capital @Arkham_Capital]

@chelsssseeeea You said you think we are in a simulation in another post so why does any of this matter. JFC.

[Arkham Capital @Arkham_Capital]

@realroseceline Will it be available in Canada ?Also small thing but the annual report sizes bother me 😂

[Arkham Capital @Arkham_Capital]

@chelsssseeeea So like you just post AI summaries now ?

[Arkham Capital @Arkham_Capital]

@chelsssseeeea @McJuggerNuggets Key context on that study: 29 percent response rate and sent only to mailing lists of Down syndrome advocacy groups. Authors themselves note the selection bias. Not disagreeing or agreeing but ignoring selection and non response bias is disingenuous.

[Arkham Capital @Arkham_Capital]

@ManyBeenRinsed @ronmortgageguy @407ETR @fordnation And don't forget PC Harris sold it for pennies on the dollar.

[Arkham Capital @Arkham_Capital]

@MPelletierCIO ATB Financial in Alberta is a crown corp no? Big banks do fine in Alberta.

[Arkham Capital @Arkham_Capital]

@Elijah_Moree @PalmPortfolios @benbstwits Todd is not there.

[Arkham Capital @Arkham_Capital]

@67Dodge thoughts on Ontario and PCs? It's the same horse different stripes.

[Arkham Capital @Arkham_Capital]

@ManyBeenRinsed @JimChuong The best part is he craps on schools/teachers and anyone that works a 9-5 but his wife still works at a pharma company and his kid is in public school. I remember he posted a pic of his family once and they all looked miserable lol

[Investment Wisdom @InvestingCanons]

"Assume life will be really tough, and then ask if you can handle it. If the answer is yes, you've won."

— Charlie Munger

[Arkham Capital @Arkham_Capital]

@torontolife I guess your staff didn't do your research on Jim. He's into engagement baiting and craps all over hard working Canadians.

[Arkham Capital @Arkham_Capital]

@realroseceline All the best to you in your recovery!