yoalbert

A lot to Learn. Pay it Forward. Time Equity

[yoalbert @yoalbert2030]

Don’t sleep on my cousin Mariah & Isiah’s podcast. “What Are Your Thoughts?” on all streaming platforms. Check out there interview with @CVTalk

[Central Valley Talk @CVtalk]

Mariah & Isiah Sisneros, co-hosts of the "What Are Your Thoughts?" podcast [@wayt3019] https://t.co/j6L7IhSeF6

[Mark Monroe @iammarkmonroe]

Never forget Oct 24th, 2022, Check the tape on $SMH, $NVDA, $AMD, $TQQQ and a few more. Now don't get me wrong I got a few things wrong over my time. But it's about failing fast, make a mistake iterate and come back stronger. Refine your process.

[Alan Stein, Jr. @AlanSteinJr]

The highest performers don’t waste energy on things they can’t control.

They focus on two things: their effort and their attitude.

When adversity hits, don’t look for a shortcut back. Just keep chipping away. One play. One response. One step at a time.

[GURGAVIN @gurgavin]

MOST PEOPLE HAVE NO IDEA HOW GOOD OF AN INVESTOR GOOGLE IS

6% OF SPACEX
14% OF ANTHROPIC
75% OF WAYMO

$900M INTO SPACEX IN 2015 →
NOW WORTH $115B

$13B INTO ANTHROPIC → NOW WORTH $140B

WAYMO JUST RAISED $16B AT A $126B VALUATION → GOOGLE’S STAKE WORTH ~$95B.

THOSE THREE BETS ALONE ARE WORTH OVER $350B AND THEY HAVE 100’S MORE SMALLER ONES $GOOGL

[Beth Kindig @Beth_Kindig]

Microsoft added that it now expects to achieve a scalable quantum computer by 2029, which cut its original timeline in half.

$MSFT $GOOG $IBM

[Puru Saxena @saxena_puru]

Moral of the story - do NOT chase hot IPOs

Year-1 average drawdown = 55%
Year-1 median drawdown = 54%

Table: Truist

[Lewis 🏴󠁧󠁢󠁷󠁬󠁳󠁿 @WaldronLewis]

Jeff Bezos reveals why politicians never actually fix anything:

"There's this tale of two economies. People are struggling with pay rent, groceries. And politicians are using this age-old technique of picking a villain and pointing fingers. But the problem is that doesn't solve anything."

He says at Amazon they would never operate that way.

"If we have a problem at Amazon, the way we would fix it is we'd go in and do the five whys and try to get to a root cause. We try to find a root fix. And then when we fix it at the root, you're fixing it forever. It's a real solution."

"What we don't do, because it doesn't work, is just point fingers and blame people. It might feel good for 10 seconds but doesn't accomplish anything."

Most leaders blame, but the best ones diagnose.

— @JeffBezos

P.S. We build content infrastructure for founders and athletes. 1.5M views/week average. Your voice, cross platform, compounding daily.

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[Vala Afshar @ValaAfshar]

Nvidia CEO: Greatness does not come out of intelligence, it comes from character.

Character is not formed out of smart people: it is formed out of people who have suffered.

[Investment Wisdom @InvestingCanons]

Charlie Munger:

"You have to learn to change your mind when you're wrong…"

"Being able to recognize when you're wrong is a godsend. A good bit of the Munger fortune came from liquidating things we originally purchased because we were wrong."

Most investors know this, but actually doing it is a different story. Ego, stubbornness, and taking a loss are just a few of the reasons changing our minds is one of investing's biggest challenges.

But as Emerson put it: "A foolish consistency is the hobgoblin of little minds…"

And Buffett reminds us of the payoff:

"Mistakes fade away; winners can forever blossom."

[*Walter Bloomberg @DeItaone]

*GOOGLE TO INVEST UP TO $30B MORE IN ANTHROPIC IF TARGETS HIT

*GOOGLE INITIALLY COMMITS TO INVEST $10B IN CASH IN ANTHROPIC

*GOOGLE TO PROVIDE AT LEAST 5 GW OF COMPUTING TO ANTHROPIC

*GOOGLE PLANS TO INVEST UP TO $40 BILLION IN ANTHROPIC

[Investment Wisdom @InvestingCanons]

Charlie Munger:

“The big money is not in the buying or selling, but in the waiting.”

Yesterday, Howard Marks showed why during an interview at Wharton:

“As I recall, I think Amazon was $90 in ‘99 on the tech bubble. And then when the bubble burst in 2000 or 2001, it was $6.

So it went from $90 to $6. It was down 93%. So what if you were smart enough to buy it at $6?

Would you have held it at $12? Or would you have said, well, I’ve doubled my money. I’m going to take some off the table. I’m going to take out my cost and let my profits ride.

And let’s say you held it at $12. You’re tough.

What about when it got to $60 and you’ve made 10X your money? Would you sell it? Most people would.

What about when it got to $600 and you’ve made 100X your money? Would you sell half? Would you sell 3/4? Would you sell 90%?

And at the time I wrote it, as I recall, Amazon was $3,300. So if you sold it at $600, when it was up 100X, you left, basically, 85% of the money on the table.”

Peter Lynch put it this way: “Stand by your stocks as long as the fundamental story of the company hasn’t changed.”

Most people use this line as a reminder when their stocks are down…

But it also allows you to stay invested long enough to make 100X or more when your stocks are up.

[Wealth Squad Chris @Chrissssjohnson]

Learning how to learn is a one of the most important things someone can learn

[Steve Burns @SJosephBurns]

Warren Buffett: "I have mainly learned by reading. I don't think I have any original ideas."

"If you learn reasonably well from other people, you don't have to get any new ideas or do much on your own. You can just apply the best of what you see."

[Kobe Bryant Stories & Motivation @kobehighlight]

“It’s the process of getting better every day…that then create the masterpiece.”

- Kobe Bryant

[Kobe Bryant Stories & Motivation @kobehighlight]

2026: “I signed that contract with myself. I’m doing it.”

It’s non-negotiable. Mamba Mentality forever.

[Synekura Audio @synekura_audio]

Every time I see Miles Davis, I reminded of this excerpt

[yoalbert @yoalbert2030]

I know it’s early but this game is over

[yoalbert @yoalbert2030]

We in a bad spot Texans up by 14 just makes the defense better

[vids that go hard @vidsthatgohard]

Now that it’s officially Christmas

[MLFootball @MLFootball]

SPECIAL: LaDainian Tomlinson made sure he shared his record-breaking TD with his lineman.

“Guys were all gonna be old one day, and when we look back on this clip, I don’t want it to be about me; I want it to be about us”

Lineman had tears in their eyes

[Adam Schefter @AdamSchefter]

The last time the Colts made the playoffs was in 2020 with Philip Rivers as their quarterback.

Now, at 44 years old, he returns with the team sitting at 8–5 and just outside the AFC playoff picture, hoping to help get them back to the postseason.