#Optionality

DescriptionHere we go. @SoFi Deep Dive SoFi is an online finance platform that aims to help high earners not well served (HENWS). Their goal is to “help their member achieve
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Almost every founder I talk to wants to join @ycombinator almost by default, not giving a thought to the implications of what that means on their company and cap table.
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Many people are picking up strong new habits during Covid *despite* themselves, many involving significant skills. My own breakfast burritos are now so good, I doubt I'll be eating them
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1/ Here is a public version of Lux's Q3 Letter to LPs"Do Good Things"...https://medium.com/lux-capital/do-good-things-32b3e9365913 2/ In preview, we hold the minority view that this moment in time is not––in the
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1/ Let's talk about videogame design a little bit today.When I was in college, I wanted to be a game designer/producer. I was obsessed. Read religiously, thought deeply, even started
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1/15So how hard will #BMN push this now revised Vanchem refurbishment? Here perhaps are some hints.Yesterday's RNS ;"The Company is in the process of drawing down funds under the PFA
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1/ The Rise of Carry (Lee, Lee, Coldiron)"Different forms of financial carry have always been central to modern financial systems."A problem arises when those that do not have the balance
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$NNOX -- thought I'd put together a refresher on:- what the company is trying to accomplish- how it's planning to progress- where it is today- all it has left to
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Reliance Industries Limited and FacebookThis is a long thread that may interest $FB and $RIL.NS investors. 1/n…Yesterday, $FB bought a 9.99% stake in Jio Platforms for $5.7Bn, a subsidiary of
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MEGA THREAD TIMEHere are 50 ideas that shape my worldview.These are my guiding principles and the light of my intellectual life. All of them will help you think better, and
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100 unqualified opinions on illness, coping, and recovery: a threadhttps://twitter.com/vgr/status/1205968945305419781 1. Life has inherent dignity and value, you don't need to justify your worth through actions or accomplishments 2. The
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Leo Strauss was one of the greatest and most influential thinkers of the 20th century and deserves a @threadapalooza. His thought is both controversial and poorly understood. He argued for
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1/ Let's talk about UBI today.I love the concept of UBI in principle because I believe that people should be able to live non-coercively in whatever manner they see fit
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1/ Hedge Fund Market Wizards (Jack Schwager)Thread with quotes from the book"This volume is part of my continuing effort to meet with exceptional traders to better understand the elements underlying
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