Idea Generation / Weekly Process for Analysts (pods only). This advice is for analysts in the pod model covering 30/40 stocks. This was helpful to get from my team members and may not work for all teams. Weekly Comp Sheet -Have your entire coverage space sorted by subsector

$META history in one chart

Investors persistently overestimate their predictive faculties.

Successful investing strategy goes against human nature.

Ep. 26: Cyan Banister - A Fool's Dérive Cyan Banister (Cyan Banister) is an investor, artist, and co-founder and General Partner of Long Journey. Previously, Cyan spent four years at Founders Fund and has a legendary angel investing track record alongside her husband, Scott,

I talked to Cyan Banister (Cyan Banister) about her unique approach to living with childlike wonder in a world of sleepwalking adults. Cyan lives a singular life. She's radically accountable and optimistic despite teenage homelessness, adores other people despite feeling like an

Banger.

Hyeon-Joo Park is the Founder, Chairman, and Global Strategy Officer of Mirae Asset Management (AUM: $600bn), and called the “father of South Korea’s mutual fund industry.” He started his financial career at Dongyang Securities (now part of Yuanta Securities), and worked his way

Ender, that wasn’t an RL environment with a verifiable reward, those were real Amazon orders you placed.

Rainmakers is back with a new episode. This time on Joe Liemandt. Before he pioneered software buyouts with ESW capital he was an entrepreneur who struggled to get his company Trilogy off the ground. Today, we break it all down.

Survival requires adaptation to nature.

Choice is the highest level of human functioning.

A lot of the great fortunes in the world have been made by owning a single wonderful business.

It's incredibly hard to learn what you think you know.

It might start as a joke, belief, or rumor. At first, its easy to dismiss. But then it gains a twist, builds momentum, and spreads like wildfire. What causes some ideas to die out while others take over the internet? A new study published in Physical Review Letters offers a

Enjoyed the latest episode from Speedwell Research , an interview with Ramneek 🇮🇳 where they talk about value investing, portfolio construction and investing in India. Give it a listen. podcasts.apple.com/us/podcast/the…

It's always interesting to get a "Hey, sorry I missed this text" 3 years later.

“We must follow our truest guide: our customers” $LVMH 2024 Annual Report