Sofisticaldo

Wisdom acquisition is a moral duty - Charlie Munger

[Goshawk Trades @GoshawkTrades]

the guy who runs the world's largest sovereign wealth fund, $2 trillion, says the hardest part of the job is doing nothing.

Nicolai Tangen has a rule he calls the "inertia analysis":

take your portfolio from january 1st. calculate what it would've returned if you never touched it again. then compare it to what you actually did all year.

"so often you actually have detracted from your performance by the things you've done."

every system you build is fighting the same urge. often the edge isn't the next trade. it's the trades you talk yourself out of.

[Negligible Capital @negligible_cap]

Imagine paying your lawyer $2K / hour in a high profile bankruptcy case just for them to pawn it off to slopus 4.6 and submit a key filing riddled with hallucinations

https://t.co/J3LY8zbOfQ

[Financial Times @FT]

The firm, whose partners bill more than $2,000 per hour in bankruptcy cases, apologised for multiple AI-generated 'hallucinations' in a high-profile case. https://t.co/H0jDKbKX8E

[Francis Fukuyama @FukuyamaFrancis]

The Separation of Powers Is (Almost) Dead https://t.co/9RdLR2ymlm

[Mike Benz @MikeBenzCyber]

Bezos 1995 vs Bezos 2025

[Sofisticaldo @sofisticaldo]

@plantaobaixadaa Manga
Mm

[Sofisticaldo @sofisticaldo]

@_robertomotta Custou aos cotistas, Roberto. Os gestores receberam seus 2% de adm e os distribuidores tb! Todos no ar condicionado e com seus cafés bem quentinhos.

[Sofisticaldo @sofisticaldo]

@felipe__ruiz @BaixaEssaPorra

[Matt Navarra @MattNavarra]

Instagram creators can now lock photos and Reels behind a paywall

Creators will be able to offer subscriber-only group chats, Stories and livestreams too.
https://t.co/H6J72gUSfZ

[Daniel S. Loeb @DanielSLoeb1]

Amazing and influential author. Never did learn how to pronounce his name.

[Bloomberg @business]

Peter Thiel says the high price of Bitcoin indicates the economy is facing real inflation https://t.co/AGMhZCi40R

[CryptoPunks Bot @cryptopunksbot]

Punk 561 has a new bid of 500 ETH ($2,173,084.96 USD) placed by 0xdfa6e4. https://t.co/ke2AkDU7Zf #cryptopunks #ethereum

[Ed Latimore @EdLatimore]

You aren't mature enough to debate something if you can't accept the possibility of being wrong.

[Investing.com @Investingcom]

💸💸💸

[jack @jack]

"I've been working on a new electronic cash system that's fully peer-to-peer, with no trusted third party."

#thankyousatoshi

https://t.co/cz3yYo4UEw

[Tomaž Štolfa @tomazstolfa]

How to attract high earning talent to a country 101.

Source: https://t.co/xWQLzJjO78

[Corry Wang @corry_wang]

1/ There's a well known anecdote from The Everything Store about Jeff Bezos visiting Harvard Business School in 1997. The students told Bezos "you really need to sell to Barnes and Noble and get out now"

Less well known: you can read the actual 1997 HBS case study from the class

[logan bartlett @loganbartlett]

Just finished. Highly recommend

[Luiz Hernandes @LuizHernandes]

Livro excelente! Recomendo para todos os interessados no atual estágio do estudo sobre Cortes Constitucionais @CleveMerlin