orrlang

Business analyst/investor. Sifting the world for long term compounders. Buy quality. Sit on your ass. Keep learning.

[orrlang @orrlang]

@danielcincu @Jesse_Livermore Well said. Be positive.

[Brad Gerstner @altcap]

A tragic reminder - get your CAC scan - the mammogram for the heart. Cardiac arrest / heart disease is the #1 killer & largely preventable. $150 & 15 mins to save your life. In honor of Sen. Graham we should immediately cover w insurance & launch a natl ad campaign. 🤍 @DrOz

[andrew engler @aerockrose]

James Dyson made 5,127 prototypes of his vacuum before one of them worked.

He doesn't call that persistence. He calls it the method:

"If a product costs you much to make... it isn't gonna make money. And inventions have to make money."

"You famously had 5,127 iterations before the final product."
"Approximately."

"That's what you have to do is trial and error. If something works, it's less challenging, it's less interesting. If something's gone wrong, you wanna know why it's gone wrong - and it's a learning process."

"I always say mine is a life of failure. And it is true... it takes a long time before you find the one that works."

"At school, you're taught to get the answer right first time. The clever person gets it right first time - but the clever person hasn't viscerally experienced failure and overcoming failure."

"Life is about making things work."

5,127 tries. One product. Then more than 70 vacuum models and nearly 9,000 patents.

The founders who worry me aren't the ones who fail early. It's the ones who never had to.

- James Dyson on @WSJ

[Fundoo Professor @Sanjay__Bakshi]

A cheap stock without a catalyst is a value trap plus a prayer for a bull market. (That is chasing beta)

https://t.co/0XrAuqYqhz

The most common catalysts are earnings growth when combined with very low P/E multiples plus a high dividend yield. Doesn’t happen very often but a setup like this must result in stock price appreciation otherwise the yields start exceeding bond yields which by themselves are catalysts for re-rating.

There are many other catalysts based on developments inside the company (corporate actions) or developments in markets (eg increase in free float, inclusion in an index etc).

This will be the central idea in my upcoming revised program on case studies in business and investment analysis at Flame Investment Lab.

[Jeffrey Currie 🆔++ @CommodMkt]

This is the Revenge of the Old Economy in real time.

A super cycle already underway before Hormuz closed.
Brent will break out. The security premium is not transitory.

Three drivers. Not fading. Intensifying.

Deglobalization. Electrification. Redistribution.

All three turbo-charged versus our 2020 super cycle call.

We are still in the bottom of the first inning. None of the imbalances have been resolved. They grow by the day.

Own the grains/softs. Own the metals. Own the molecules.

Remember, you cannot print molecules https://t.co/XQpR4p4HPL.

10/10

[Kevin Carpenter @kejca]

Greg Abel takes the stage at Berkshire Hathaway's 2026 annual shareholders meeting.

Follow along right here for all of the most important news and comments from the morning and afternoon Q&A sessions.

[orrlang @orrlang]

@mwseibel How did you figure it out after 43 years?

[Eugene Ng @EugeneNg]

Love this from James Clear.

"Exceptional people are rare. When you find someone wonderful, invest in them.

When you find a great employee, pay them well.

When you find a great friend, prioritize the relationship.

When you find a great spouse, out-love them each day.

Relationships are probably the most important part of life. Take care of the great ones."

[orrlang @orrlang]

@naval @usvc_ Hi Naval, I would love to invest but I'm not American and don't have US mobile number. Is it still possible to invest?

[orrlang @orrlang]

@usvc_ Hi, I would like to invest but I'm not American and don't have US mobile number. Is it still possible to invest?

[orrlang @orrlang]

Reset Fast

[Sahil Bloom @SahilBloom]

Major cheat code for life: Increase your recovery speed.

You will get rejected. You will lose money. You will embarrass yourself. The goal isn't to avoid the fall. It's to shorten the time between the fall and the reset.

The ultimate life hack is the ability to quickly reset and recover.

From a poor decision. From a bad interaction. From a missed workout. From a bad day. You can start over whenever you want. You can't always control what happened, but you can control how long you carry it.

Fast recovery compounds.

[MastersInvest.com @mastersinvest]

'Today, Elon’s Tesla, SpaceX, and xAI represent about 24% of our assets, due to $13 billion in realized and unrealized gains. We've made $13 billion from him so far. I think we're going to make a lot more than five times that over the next 10 years.'

Ron Baron - December 2025 Quarterly Report

https://t.co/Pz4VQ0qIfD

[Clare Anne Ath @clareanneath]

Disney launched a new ad where a dad and son share a night time walk on a cruise ship, across an entire lifetime.

Every parent needs to hear this: the moments feel small until they’re gone.

Put down the phone. Spend the time. It’s the only thing they’ll remember.

[Words of Wise | Mindset Coach @Wordofwise_]

Robert Greene literally explained why reading books changes how you think.

[orrlang @orrlang]

@felixprehn Someone once said you make the most (I would say all) money during bear market. You just don't know it at the time.

[Kreative Doctor ⚕️ @the_grafixmedic]

To get any book you want on the internet, type the name of the book followed by doctype:pdf

E.g The Alchemist doctype:pdf

[Power Beast @powerbeastt]

A young student once asked a wise monk, "Master, how do I stop taking everything so personally?"

The monk smiled and said...

[David Senra @FoundersPodcast]

Jensen nails it:

[Christopher Bloomstran @ChrisBloomstran]

Warren Buffett retires today, most likely in his mind at the closing bell, just minutes from now.

Congratulations to the greatest investor the world will ever know. The returns speak for themselves - Berkshire earned 6,118,651% or 19.9% annually over his 60 years running the company. The S&P 500 returned 46,491%, or 10.4%. Berkshire’s shares could decline by 99.2% and still have outperformed the market. The record is even greater when including the partnerships he ran through 1969.

However, it is not the returns but the way Warren did it that matters most; with integrity and morality - and with humility and humor. He didn’t have to teach, but he did. On behalf of so many of us, thank you, sir.

[orrlang @orrlang]

@SahilBloom Have low expectation.