Piyabut

MISTAKEISUNDERVALUED/Returnislimitedbytime/Alwaysquestionyourestimates/Awareofconfirmationbiasamongsocialmedia/dontwatseunperceivedrisk

[Piyabut @TenPiyabut]

Motivated Reasoning Is Why You Can't Win an Argument Using Facts https://t.co/i9M8PAhxI4 via @curiositydotcom

[Piyabut @TenPiyabut]

@MikeFritzell should in line with mortgage application due to real estate bust.

[Piyabut @TenPiyabut]

@MikeFritzell FYI : BDMS now ceo is his daughter is taking big risk to expand wellness center on leasehold land. After the founder passed away recently. The project is aim to attract volatile tourisms.

[Piyabut @TenPiyabut]

@MikeFritzell thanks for sharing, nothing new indeed instead would love to hear his thought on red ocean biz but high roic like QSR, Starbucks back then.

[Peter Mallouk @PeterMallouk]

“The only real mistake is the one from which we learn nothing.” – Henry Ford

[Piyabut @TenPiyabut]

@MikeFritzell @Nate93658762 I am a pm here in thailand have known this stock for decades...if you are really keen to know more, dm me.

[Piyabut @TenPiyabut]

@longshortlifer ืnever tracked this Observed sales data before does it reliable?

[Clark Square Capital @ClarkSquareCap]

Jerry Seinfeld's commencement speech at Duke is excellent and worth your time.

https://t.co/Zn56Cst2oA

[David Park @investingdpark]

"[Charlie] never read business books, because it was so blatantly obvious to him.”

He would much rather read a book on Darwin, and relate it to:
- this thing in architecture
- this behavior from a CEO
- this scientific foundation etc

i.e. multi-disciplinary thinking

“He would always be looking somewhere else to then draw corollaries or Venn diagrams."

- Todd Combs

https://t.co/OMOIJ9ihQo

@morganhousel agrees it’s the better way to learn:

[Kevin Gee @kevg1412]

Michael Mauboussin Index

150+ Research Reports
50+ Articles, Presentations & Transcripts
50+ Videos
30+ Podcasts
600+ Books

https://t.co/rmkmt1jsCD

[Piyabut @TenPiyabut]

$PGRE

[Vala Afshar @ValaAfshar]

A masterclass on conflict resolution by Steve Jobs

[Luis Torras @TorrasLuis]

Poniendo orden lecturas 2023. De lo mejor Chancellor The Price of Time); s/inversión he disfrutado mucho el de Daniel Sun, Grant, Mayer, Estebaranz, la guía Berkshire (leída en las operaciones que me han interesado más), y el clásico de Bruner. #libros

[David Senra @FoundersPodcast]

The 10 Principles of Nike:

[Andrew Kuhn @FocusedCompound]

Warren Buffett turned $10,000 into well over $100,000 before starting his partnership.

My best guess is that Buffett compounded his money at an annual rate of no less than 50% a year and no more than 60% a year from 1949-1954.

Here is how Warren Buffett made his first $100,000.

[Frederik Gieschen @FrederikNeckar]

When Warren Buffett and Bill Gates first met, they discovered the same key factor to their success: “Bill Gates Sr. posed the question to the table: What factor was the most important in getting to where they’d gotten in life? And I said, ‘Focus.’ And Bill said the same thing.”

[Eddy Quan @waronweakness]

Amazon's tips for writing better

[Frederik Gieschen @FrederikNeckar]

Michael Steinhardt: "There is a very good investor I speak to frequently who said, “All I bring to the party is twenty-eight years of mistakes.” I really believe he is right. ... I have made so many decisions and mistakes that it has made me wise beyond my years as an investor."

[Brandon Van Zee @BrandonVanZee]

10 years ago, Dividend Aristocrat $ADM was trading below book value. Today… not so much. It remains a fantastic business with a stable dividend… it’s just simply not as attractively priced as it once was.

[Edelweiss Capital @Edelweiss_Cap]

We measure the quality of the decision making process by the outcomes we get, rather than the quality of the decisions themselves