Rajat Malhotra

RTs are not endorsements.

[Sahil Khetpal @skhetpal]

Eric Mandelblatt started Soroban Capital at 35 with $500M and built it into a $10B fund over 15 years.

He has compounded at a 21% CAGR since inception, and is an expert at investing in cyclical stocks most investors won’t touch.

Let's dive into his investment strategy + story:

[Sprint Science @spikesonly]

Tom Tellez on Stride Development-

During lunch in Houston years ago Tom shared a packet of notes he had, and much of it was not included in his recent book.

What was fascinating was his thoughts on acceleration and top speed, much different than the contemporary work today. 🧵

[Global Property Guide @GlobalPropGuide]

🇸🇬Singapore House Price Index, % Change YoY, Nominal

✅ 2024 +3.92%
✅ 2023 +6.84%
✅ 2022 +8.64%
✅ 2021 +10.57%
✅ 2020 +2.21%
✅ 2019 +2.67%
✅ 2018 +7.86%
✅ 2017 +1.09%
🔻 2016 -3.11%
🔻 2015 -3.67%
🔻 2014 -4.05%
✅ 2013 +1.12%
✅ 2012 +2.78%
✅ 2011 +5.89%
✅ 2010 +17.57%

[Josh Wolfe @wolfejosh]

My childhood national anthems…

1. AIRWOLF

[Michael Johnson @MJGold]

27 years ago today! This moment just before a 19 second race will determine my place in history. What am I thinking in this moment? #PerformanceMindset

[Christopher Bloomstran @ChrisBloomstran]

Remarkable that the Nasdaq 100 is back to only 5% below its all-time high while ARKK remains 68% below its 2021 top (requiring > a triple to return). So profits and price matter? Consider that only 4 of ARKK’s 30 companies are profitable while only 2 of the NDX’s 100 are not. 1/

[Nassim Nicholas Taleb @nntaleb]

If you don't get why, between 2019 and 2022, I turned down exactly 10 requests to be on his podcast, this will provide a succinct explanation.

[George Noble @gnoble79]

Russell Napier is very sharp: Central Banks Are "Impotent" - Russell Napier Warns Of "Shift Of Power That Cannot Be Underestimated" | https://t.co/aL7SxvJrY2

[Humanists UK @Humanists_UK]

England & Wales abolished blasphemy as a crime in 2008. The fact this is so recent in our history strikes most people as surprise. Here's a handy graphic illustrating which country has abolished its blasphemy laws, and the year these laws were abolished in.

[P.D. Mangan Health & Freedom Maximalist 🇺🇸 @Mangan150]

4. Blood donation

Prevents high levels of body iron (ferritin), which are implicated in many diseases of aging such as diabetes, heart disease, and cancer. Also decreases blood viscosity.

Blood donors have lower mortality rates.

[Nayut @NS52537]

8/ Bad businesses can do very well for some time, but for many, their future depends on finding new customers at a faster rate than losing the current one. A lot of businesses have benefited in the past by leaning on the low ad cost as a key customer acquisition tool.

[Moiz Ali @moizali]

1. Shopify stock is down 50% over the past 12 months. Its mission may be to "arm the rebels," but it is giving us muskets in a war that is increasingly being fought with machine guns.

👇👇👇

[Balaji @balajis]

There are many powerful tools that make no use of cryptocurrency — like git, BitTorrent, DHTs, and CRDTs — that will help us in redecentralizing the web.

But I do think blockchains are the spinal column of web3. Because they hold user accounts and balances.

[Prof Francois Balloux @BallouxFrancois]

There are some complications. A virus replicating in the upper airways could be highly transmissible yet fairly benign to its host. A viral strain replicating within organs (lungs, kidneys) is expected to cause extensive damage, without necessarily transmitting well.
5/

[Balaji @balajis]

Pretty impressed with the level of effort that went into this. Web3 moves fast, but this 165 page magnum opus by @MessariCrypto is today's single best snapshot of the entire space.

If you understand everything in here, you are up to speed.
https://t.co/qTBRjt4xXR

[Robin Wigglesworth @RobinWigg]

Wild. Bank of America estimates that corporate earnings used to explain half of equity market returns up to the financial crisis, but since then they explain only 21%.

Meanwhile, changes to the Fed's balance sheet explain 52% of market returns since 2010, it estimates.

[Josh Wolfe @wolfejosh]

1/ Releasing a redacted Lux quarterly letter to LPs.

Some strong views of
-a catalog of an excess of excesses
-what catalysts cause the current market frenzy to end
(preview: LP indigestion)
-what we are advising our Lux family companies
-much more…

[Sam @Sam112480]

@SleepwellCap Hi Sleep: this is multiple part series. Hope it helps :) https://t.co/kf77StUgW3

[GuruAnaerobic @GuruAnaerobic]

A session I was doing when running 1.58 for 800m

20x200m in 30secs with 1 min recovery. Starts deceptively easy, then it hits u arnd the 15th rep

The 2 hardest things as u tire r holding the speed at the end of the rep, but *also* getting up to speed at the beginning of the rep

[Aswath Damodaran @AswathDamodaran]

The growth of smartphones has revolutionized Indian commerce, and Paytm has been one of the key beneficiaries. As the company readies for an IPO, I try to value India's dominant online payment processing company. https://t.co/hFZ6Waryjt