@orrdavid The time horizon long enough to evaluate the quality of an investor is too short for most careers. Most investors are pretty much at the end of the career before we can really recognize their skill. You can attribute performance but never fully predict it.
🚨 EXCLUSIVE: Chelsea reach verbal agreement with Aston Villa to sign Morgan Rogers. Bid of £117m accepted by #AVFC & being finalised. 6+1y contract, medical Monday. #AFC interested but 23yo attacker wanted #CFC; Xabi Alonso instrumental @TheAthleticFC https://t.co/81YbZw7ELc
@WAForeskins@HamHock42 He’s the perfect dumb guy’s idea of a smart guy.
There are smart athletes like John Urschel. But he’s basically a curious guy (good!) with a lot of Dunning Kruger going on.
@lhamtil The biggest cope is that the market has a short term outlook. The market routinely underwrites long term investments on O revenue companies in Biotech, Energy, Materials as long as management is clear about expectations. They’re just not ready for the market to have a say.