#Investment

1/8Important article which supports the point I have been making for the past few months, which is that lending discipline is incompatible with a GDP growth target. "Chinese government entities
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13/23: We’re living in a time where people don’t believe that they can affect the inputs enough to kink the curve on outcomes. As a society we can’t agree on
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A little thread about what I think has been and will be the most intractable driver of race-based inequality since at least the 1960s: de facto segregated housing and the
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Few days back, I shared my investment thesis for ITC.Today, I want to share the detailed presentation.Focus is on explaining & analyzing the ITC 'business' and not the divided opinions
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After a couple of false starts with other companies, I settled on $U for the most recent version of the Seifel Capital Newsletter.Two big things struck me:1) Inherent moat2) Potential
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Investing Boiled Down:1/5boil my focus down to how I see the future unfolding, it is always unfolding. 2/5Clues are abundant and plentiful both in real world and virtual (internet) world
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1/ “Bitcoin is better at being gold than gold” - SkyBridge Capital @Scaramucci 's SkyBridge Capital released their investment thesis for their new Bitcoin Fund LP. They go a step
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The 2020 stock market recovery should not be surprising given the V-shaped recovery in corporate profits, which are now higher than they were at the end of 2019 (h/t @lhamtil).Thread
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Finally an objective analysis (not a Crypto Twitter hot take) on SEC vs. Ripple from Joseph A. Hall, partner at Davis Polk.Key Takeaways:1. Loosing against Ripple could "epically damage" the
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Andrew Carnegie is widely known for his steel company and establishing over twenty-five hundred libraries, but what is less known is that he was one of the greatest investors in
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If I were looking to do my first real estate deal with zero prior experience and no money, here's what I'd do (I did).I'd start with the target of buying
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We’ll never eliminate homelessness w/o permanent investment in safe, decent public housing & w/o actively removing the stigma that currently surrounds it. Job creation is not a solution to lack
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How to Invest your Money Post Retirement?Post-retirement, a steady flow of income is highly desirable. The money received upon retirement needs to be handled well.In this short thread, I’ll try
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A bit of Sunday reflectionAll credit to this board, they front loaded investment, believed in their plan and kept faith.The management team, stayed true to their ideas, kept faith with
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The three rules of success in dogfighting during WWII. From the legendary ace, Sir Douglas Bader.And how it applies to you. Rule 1: “If you had the height, you controlled
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Common query I get is I have so many X lacs and I want to deploy them but mkt is too high...what shd i do...So you are rt, mkt can
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