Fintwit archive, 2014.
@edborgato
Investor. Practitioner of the speculative arts. ๐น-positive. No permanent opinions. Reason, objectivity, and evidentiary argument are moral imperatives. Behave accordingly. Member of the Finance Twitter diaspora.
Fintwit archive, 2014.
Evidence won't work on beliefs anchored to social commitments.
Fintwit archive, 2019.
For those who are new to this...
Geopolitical news is a laser pointer; financial markets, a kitten.
Know what you own, and know the game you are playing.
Fintwit archive, 2017.
Fintwit archive, 2015.
"And so, we should take a lighter view of things and bear them with an easy spirit, for it's more human to laugh at life than to lament it." -- Seneca.
"What if beliefs didn't evolve to be true, but to be useful?"
This is a terrific conversation with Sam Harris; it will resonate with anyone who aims to make contact with what's true.
podcasts.apple.com/us/podcast/i...
Fintwit archive, 2013.
Munger: "The whole trick in life is to get where your own brain doesn't mislead you."
Fintwit archive, 2021.
Fintwit archive, 2019.
Play winnable games.
Fintwit archive, 2018.
A useful non-financial lesson I've learned from Warren's example is that the world isn't waiting for my opinion on every topic. I'm slow-thinking anyway; it takes a while for me to form a view on complex subjects.
Greg Abel hit all the right notes in his first letter to $BRKA shareholders. Still, a bit of melancholy, as that annual winter communion with Warren's letter is gone.
Had this been posted a month ago, Anthropic might have used it in a Super Bowl ad.
Fintwit archive, 2017.
Fintwit archive, 2016.
Fintwit archive, 2015.
Just checking in on you guys.
"We don't really get caught up with what other people are doing." -- WB describing his and Charlie's edge.
Capturing the full economics over time of a good idea is so much harder than finding a good idea.
Fintwit archive, 2013.
Little did he know...
Fintwit archive, 2019.
Fintwit archive, 2017.