Sunday Finds

Thryv Holdings and Lennar Corporation

Catch-up on Our Shows From This Week:

• Jeff Moore Discusses Thryv Holdings

• Lennar Corporation: Not So Deep Dive

3 Good Reads:

• Overcoming Barriers to Change in Sports and Investing

• The Panic of 1837

• Why Investing Feels Like Astrology

1 Good Listen:

• The Philosophy of the Markets

7investing is empowering you to invest in your future. Use our link or enter promo code "CCM" at check-out to get $10 off your first month of the service.

---

Smart and Funny Tweets:

Daniel @MnkeDaniel

Nick Sleep’s Investing Approach based on his Nomad Letters from 2001-2014 13 Years of Nick Sleep’s Investment Philosophy summarized in 13 Tweets. Here we Go 👇🏼

Todd Wenning @ToddWenning

What’s a European company in the top 1-2% of the quality universe that most American investors don’t understand/fully appreciate?

Matthew Cochrane @Matt_Cochrane7

1/ Book review: Warren Buffett and the Interpretation of Financial Statements by Mary Buffett and David Clark Several years ago I vowed to get better at reading company financial statements. Several books were recommended to me but I started w/ this one. I'm glad I did.

Matthew Cochrane @Matt_Cochrane7

These are my favorite investment books. The Motley Fool book is great for beginners. 1st half of Joel Greenblatt's book, the stuff before the Magic Formula, is so good. Lynch and Fisher - must reading. So much wisdom on how to research companies. What are your favorites? https://t.co/IA3fKGJhI0

Tyler Morgan-Wall @tylermorganwall

New #dataviz! The Earth's submarine fiber optic cable network, visualized in #RStats with #rayrender. Code: gist.github.com/tylermorganwal… Rayrender Github: github.com/tylermorganwal…

Jim OShaughnessy @jposhaughnessy

"That men do not learn very much from the lessons of history is the most important of all the lessons that history has to teach."

Richard Chu @richard_chu97

1/ $MTTR Thoughts: At a high level, Matterport produces 3D models (digital twins) for physical spaces. This process was previously done through their own expensive cameras which limited adoption, but they have since released mobile apps with the goal of democratizing 3D capture.