Dash234🧢

Done!

[Kevin Gee @kevg1412]

1/ $SE reported 3Q21 earnings today and is down 5% after opening around flat in early morning trading. A quick business update on how our Sea thesis is holding up and how investors should think about this quarter.

A short $SE thread below.

[Dash234🧢 @Dash234W]

@lplenglish Very clean and clinical game 1 by @Doinbmid @FPX_Esports

[Dash234🧢 @Dash234W]

@NBA Space jam poster looks lit! 🔥🔥🔥

[Dash234🧢 @Dash234W]

@lplenglish Freak of nature steals!!!!!!

[Sahil Bloom @SahilBloom]

To outperform, you need serious competitive advantages.

But contrary to what you have been told, most of them don't require talent.

10 competitive advantages that you can start developing today:

[Puru Saxena @saxena_puru]

This article by @NickGiva explains current situation -

https://t.co/WdrTYoaF7p

[Nick Huber @sweatystartup]

Entrepreneurship culture in America is all messed up and it’s a shame.

TechCrunch. Product Hunt. Shark Tank.

It’s all about new ideas. Changing the world. Innovation. 0 to 1. Blue ocean. Venture capital and exits and scalability.

And ITS ALL A LIE.

[Puru Saxena @saxena_puru]

Mid-month portfolio update -

$ACTC $ADYEY $AFTPY $CCIV $CRWD $CURI $DKNG $DOCU $EH $FSRV $GHVI $IPOE $LOTZ* $MELI $OPEN $OZON $PINS $PLTR $PSAC* $ROKU $RTP $SE $SFTW $SKLZ $SNOW $TWLO #NQ_F

*beaten down rentals

Levered long, no hedges in place

[Shaan Puri @ShaanVP]

A few semi-controversial things I believe 👇

[David Perell @david_perell]

Zen and the Art of Motorcycle Maintenance is an incredible book.

Some beautiful quotes:

1) "To live only for some future goal is shallow. It’s the sides of the mountain which sustain life, not the top."

2) "If you become restless, speed up. If you become winded, slow down."

[Dash234🧢 @Dash234W]

@alexisohanian @strallweat Safe to say that's not the case

[Dash234🧢 @Dash234W]

@alexisohanian Hard to say playing the same team when capitalism is the name of game. Tribalism goes in the name of nationality, race, sex orientation, alumnus, etc... in the end, if one can make more out something.. that's where the loyalty will lies.. so yeah... plan accordingly.

[Sahil Bloom @SahilBloom]

Memento Mori is a powerful philosophical tool for finding clarity and unlocking growth in your career, startup, business, writing, or relationships.

A thread on its meaning and how it can change your life...

[Dash234🧢 @Dash234W]

@Bosslogic @GalGadot 40

[Balaji @balajis]

Important thread by Michael Burry of the Big Short and GameStop fame. In many ways the US is replaying the run-up to Weimar-style inflation, culturally and financially, flying stock market and all.

But this time we have Bitcoin.

[Carter @CarterKoWang]

Excited earnings week ahead!

Positions: $AYX (I predict 🚀after they report), $NET, $DIS,
Watching: $Z, $TWTR

[Sahil Bloom @SahilBloom]

1/ An Allegory of Finance

I have been posting a lot of educational (and humorous!) threads on finance, money, and economics.

My mission is simple: to demystify these concepts and make them accessible to everyone.

All of the threads can be found below. Enjoy and please share!

[Dickie Bush @dickiebush]

For 500 days I've written 500 words of Morning Pages.

While they're usually just brain dumps, I'll sometimes reflect on specific questions.

As @tferriss says, if you want better answers, ask better questions.

-My Top 10 Reflection Questions (and where I got them)-

[THREAD]

[Chris Hladczuk @chrishlad]

The Warren Buffet of the Internet: @awilkinson

You don't need to build a unicorn to be successful.

He's built an empire of 25+ profitable businesses.

5 of his FRAMEWORKS 🧵👇