John A. Nardi

Banker. Investor. Long-distance 10-K reader. Probably fiddling with models.

[Boring_Business @BoringBiz_]

The cost of excellence is discipline

The cost of comfort is failure

[Patrick Bet-David @patrickbetdavid]

If you’re good enough, you’re old enough.

[James Clear @JamesClear]

You are not your grand plans. You are your daily patterns.

[Inferam @InferamAI]

No better way to say this.

[Naval @naval]

There is unlimited demand for intelligence.

[Ben Wilson @BenWilsonTweets]

“Time spent at study was never wasted. ‘Knowledge,’ Jefferson said, is ‘indeed is a desirable, a lovely possession.’”

- Jon Meacham

[Prof. Feynman @ProfFeynman]

Do more math.

[Ben Wilson @BenWilsonTweets]

"Never forget that a small group of highly competent but slightly crazy guys can change the world; indeed, it's the only thing that ever has."

- Peter Thiel

[blue @bluewmist]

Overcommunicating is a form of begging.
They heard you. They simply dont care.

So stop.

[Money Quotes @MoneyQuotesX]

Generational wealth requires generational discipline.

[MastersInvest.com @mastersinvest]

The Evolution of a Value Investor....

[Investment Wisdom @InvestingCanons]

“You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right.”

— Benjamin Graham

[John A. Nardi @Maynards73]

@BoringBiz_ Zero to One, Peter Thiel

[Boring_Business @BoringBiz_]

What is stopping you from achieving this?

[John A. Nardi @Maynards73]

Happy retirement, 🐐

[Money Quotes @MoneyQuotesX]

The real flex is patience in a rushed world.

[John A. Nardi @Maynards73]

@Insidetheirish Hahahaaaaaaaa roollllllllllllll tide!

[John A. Nardi @Maynards73]

@BoringBiz_ Good read. Just finished it

[Boring_Business @BoringBiz_]

There is incredible alpha in reading

Everyone is using AI to summarize everything

Instead of reading a book, college kids are summarizing with AI. Instead of reading a 10K, analysts are summarizing with AI

You will be surprised how much detail is left out in AI summaries

[John A. Nardi @Maynards73]

@QCompounding Good thread. Your independent thought, and ability to put effective mental models on paper are extremely refreshing and provide great value.