Seez

Curious one, here for alphas

[Edgy - The DeFi Edge 🗡️ @thedefiedge]

I've studied hundreds of cognitive biases to become a better Crypto investor.

Here are the 14 most important ones:

[Tech Burrito @TechBurritoUno]

This is brilliant!... The beauty of #engineering & continuous improvement

By @BrickExperience via @pascal_bornet

[Seez @curiousowls]

Wordle 215 3/6

⬜⬜🟨⬜⬜
🟨⬜⬜⬜🟩
🟩🟩🟩🟩🟩

[Seez @curiousowls]

Wordle 214 3/6

⬜🟨🟨⬜⬜
⬜🟩⬜⬜⬜
🟩🟩🟩🟩🟩

[Seez @curiousowls]

https://t.co/UEIvt7POvs

[Seez @curiousowls]

Looking at $OKTA, seems fairly priced at $200.
Mainly targets enterprises.
Gartner Magic Quadrant Leader in Access Management
https://t.co/CyaqWt5bnX

Also recently acquired its competitor Auth0.
Founders are ex-Salesforce (McKinnon - ex VP Engineering, Kerrest - ex Sales & BD).

[Seez @curiousowls]

Analyst estimates at $280 (median)

[Seez @curiousowls]

https://t.co/0YVJKDCqNO
4 Levels of Value
Level 1: Trading time for money, using muscles, "grunt work"
Level 2: Managing people
Level 3: Communicating (salespeople, actors, authors, YouTubers etc)
Level 4: Imagining (using money and mind) -> Visionary, entrepreneurship

[Seez @curiousowls]

Wordle 213 5/6

⬜⬜⬜🟨⬜
⬜🟨⬜⬜⬜
⬜🟩🟩⬜⬜
🟩🟩🟩⬜⬜
🟩🟩🟩🟩🟩

[Seez @curiousowls]

Wordle 212 6/6

⬜🟨🟨⬜⬜
⬜⬜🟩🟨🟨
⬜🟨🟩🟨⬜
🟨🟨🟩⬜⬜
🟩⬜🟩🟩🟩
🟩🟩🟩🟩🟩

#trainingforscrabble #Wordle

[Chicken Genius @chickengenius]

$tsla 😂

source: https://t.co/9tAeYv3nNH

[Seez @curiousowls]

It's a skill to manage expectations of the financial markets and performance in the real markets at the same time.

[Seez @curiousowls]

Per McKinsey's book Valuation, return that investors earn is not driven by performance, but rather performance of the company relative to expectations.

[Markets & Mayhem @Mayhem4Markets]

$PLTR is the victim of a lot of false information, in particular from a certain popular social media personality here on FinTwit. 🤦‍♂️

Check out my in-depth video that debunks this fear mongering and discusses related subjects which deserve scrutiny. 📺

https://t.co/0H7WFZFIXD

[Seez @curiousowls]

https://t.co/4kUCUSnieB
For reference

[Seez @curiousowls]

Keeping a close eye on $NVDA. Great business but pricey at current levels. Financials are sound (increasing operating income, cash rich, low capex). The market for AI training chips is currently dominated by Nvidia. Setting price alert for $180.
Source: Morningstar Premium

[Seez @curiousowls]

Goodbye Binance, you've served me well the past 8 months 🥲🥲

[Seez @curiousowls]

Helping websites to track what's happening in the Defi world:
https://t.co/VrI6q3Nlil and https://t.co/oawzMv8yLs

[Seez @curiousowls]

In their book Investment Analysis and Portfolio Management, Frank Reilly and Keith Brown reported that in one set of studies for randomly selected stocks, "… about 90% of the maximum benefit of diversification was derived from portfolios of 12 to 18 stocks."

[Tascha @TaschaLabs]

Breakout success 2021: Alt L1 chains & NFTs.

Breakout success 2022: Cross-chain solutions & games.