#Optionality

Walnut Ave Value

walnutavevalue

I agree.There's lot of risk in "resulting". Just because @John_Hempton 's results haven't been good does not mean there aren't lessons here Shorts and value picks have suffered in market

Brandon Beylo

marketplunger1

Dennis Hong (@DennisHong17) Framework For Understanding Optionality is a MUST READ. S/O to @ClarkSquareCap for sharing!Source: https://files.constantcontact.com/3b2a12b0701/26a3e1f6-a1ba-4aa4-937a-011361abb2da.pdfHere are Dennis' Four T

Erik Torenberg

eriktorenberg

The average ambitious person spends too much time accumulating optionality & too little time taking actual risk.They compete insanely hard to accumulate options for the future, instead of figuring out

Condorito

Arquitect3

Threat 1/ : One of the characteristics that differentiate good investors from bad investors is the ability to identify OPTIONALITY in companies and their discipline to either get it for

Brett Cullen

iambrettcullen

A short thread on something I think high potential sports organisations (such as rugby league’s Super League) could improve: removing optionality. #sportsbiz Sports organisations - particularly governing bodies - don’t

RV Park Guy

RVParkGuy

This is what optionality looks like in RV park investing. Thread 2/ Highway frontage on the edge of a desirable, mid-sized city. Three small commercial tenants on the frontage.

Niraj Dugar

contliving

Do you need reasons to hoard some cash?Let me give you some.//Thread// Cash is priceless. It doesn't matter if the yield after inflation is negative.Cash is an option on the

Jude Gomila

judegomila

I don't think people give enough credit to @naval to opening startup investing to other people [eventually anyone in the long run]. Venture hacks was the crack in the dam.

Yehong Zhu

YehongZhu

The more I’m getting in startups the more I’m meeting new cohorts of founders and techies who are, for lack of a better word, “super zillennials" Super zillennials are usually

Deepu Asok

Deepuasok

1/ How Amazon wins bigly through a portfolio of small bets.(Thread) ↓ 2/ The secret sauce that allows Amazon to stay innovative can be explained by a mental model called

fat baby funds

fatbabyfunds

Brevity is the soul of wit. In 20 seconds or less, I'll try to explain why I have a position in each of my stocks. $SPOT - The premier audio

Jeff Fischer

FoolJeffFischer

1/ The pandemic is showing that people have a misunderstanding of risk. Of 22 million known Covid-19 cases in the world, more than 780,000 have died. That’s 3.5%. Many are

Liviam Capital

LiviamCapital

"Simple can be harder than complex" - Steve JobsEasy to get paralysis by analysis when you study a business for too long. So I find that really short, big picture

TC

TESLAcharts

1/ There are plenty of arguments against BEVs (versus PHEVs, for example), but “they are still powered by coal” is a weak one.Controlling pollution at a point source (i.e., a

R.J. Anderson

r_j_anderson

Most of the notable remaining free agents are relievers. One thing to keep in mind as those pitchers find homes is roster construction/optionality, since teams always want the ability to

Zay Capital

cap_zay

An idea for a framework on how to "value" cash. Some general ramblings... Cash is just an extremely long dated option, giving you optionality to buy during a drawdown, while

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