Sunday Finds

Massimo Marinelli, Robinhood, Vivos Therapeutics

Catch-up on Our Shows From This Week:

• Episode 124: Investing in Sports With Massimo Marinelli

• Robinhood: Not So Deep Dive

• Vivos Therapeutics: Not So Deep Dive

3 Good Reads:

• The Raw Material of Long-Term Investing

• SWMA: The Best of Both Worlds

• DeepMind Predicts Every Human Protein Structure

1 Good Listen:

• Unraveling History’s Best Kept Secret

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Smart and Funny Tweets:

Dr. Benn "DJ D-Vol" Eifert @bennpeifert

this conversation was had *entirely unironically* by a group of startup founders and execs in my living room yesterday

David Belle @davidbelle_

This is hilarious. 'No revenue' Describes this market so well. ht @donnelly_brent https://t.co/eTV9WCTlgq

Jim OShaughnessy @jposhaughnessy

@BillBrewsterSCG

litquidity @litcapital

TOP

daniel singer @danielsinger

A WSJ JOURNALIST PICTURED IN GRAMERCY SELLING HIS BOOK DURING BOARD NEGOTIATIONS

wsbmod @wsbmod

“Objection, your honor! My client clearly had ‘not financial advice in his bio’ and is not guilty of any market manipulation”

TheLastBearStanding @TheLastBearSta1

🚨🚨 Evergrande Update - this time with Tether. Boy-oh-boy have things gotten interesting... Caveat up front: this is a theory that has begun circulating in bits and pieces. Below I've tried to summarize the argument and evidence. But its definitely worth a read: 👇👇

Lucre Snooker @LucreSnooker

every few months I remember this article

Tough Comps Capital @FLinvestor_

@BillBrewsterSCG Expectations are reality after all

Paul Enright @pmje73

1/seen a bunch of posts about how @Uber must be killing it with prices for rides off the charts. Everyone has an anecdote. Rising prices in certain businesses is always bullish, but not always in marketplace network effect businesses.