Sunday Finds

Moat Talk, GoodRx, Wish

Content from Us:

• The Top 10 Moats of All-Time

• Deep Dive: GoodRx

• Deep Dive: Wish

Other Stuff:

• Stan Druckenmiller Talk

• Hayden Capital Q1 Letter

• The Consequences of Putting Everything Online

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*Chit Chat Money is sponsored by 7investing. Use our link or enter promo code "CCM" at check-out to get $10 off your first month of the service.

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Smart and Funny Tweets:

Annanth Aravinthan @ProtagorasTO

1/ Reflecting at my time at $UBER, I do think it’s possible for start ups to have “too much capital”. I personally fell into two traps in retrospect:

Bill Gurley @bgurley

The greats, people like Bob Dylan and Bobby Knight and Danny Meyer, studied and idolized their predecessors. This modern finance world, where loud voices are disrespecting and dismissing people like Howard Marks and Warren Buffett is unsettling to me.

Joe Weisenthal @TheStalwart

The NBA Top Shot volume chart is incredible cryptoslam.io/nba-top-shot/s…

RD ₿TC 💎🙌🏻💎 @RD_btc

@elonmusk @michael_saylor @adamsamson @Mr_Blinkx @FT @katie_martin_fx @naumanbilly @CambridgeAltFin

Cabot Phillips @cabot_phillips

So, I know everyone's afraid of looking like a crazy person, but I can’t believe the new UFO report from the Pentagon isn't a bigger deal. Our govt says there are crafts that "outstrip our arsenal by at least 100 years to 1,000 years at the moment” and we're like "meh..."

Green Chip Capital @GreenChipCap

Q1 2021 Compounder Watchlist *credit to the 👑,replicated from the @BluegrassCap watchlists. Good idea from @SleepwellCap to revive these, and thanks to him for taking a look at these too.

Sleepwell Capital 🛏 @SleepwellCap

This is the biggest hole @BluegrassCap left on FinTwit. May try to replicate something like this and give him full credit. He’s still the 👑 https://t.co/aGeue2V0KT

Elon Musk @elonmusk

@michael_saylor @adamsamson @Mr_Blinkx @FT @katie_martin_fx @naumanbilly @CambridgeAltFin

vigtec @vigtecofficial

When the banker realizes who he just sold 8,000 Tesla puts to