Sunday Finds

Mohawk Group, Poshmark, Coupang

Content from Us:

• Episode 111: Discussion on Mohawk Group

• Deep Dive: Poshmark

• Deep Dive: Coupang

Other Stuff:

• Market Expected ROI

• David Einhorn Annual Letter

• Interview With Pythia Capital

• The Art of Investing Execution

• 2020 Video Game Industry Report

• An Overview of Coupang

• Modern Threats to the USA

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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:

Irène DB @UrbanFoxxxx

Meanwhile in China, the debris from failed bike-sharing schemes keeps piling up, a full three years after the bubble burst — so that every city has now its own giant, colourful monument to the industry's (and their tech backers') greed and arrogance straitstimes.com/asia/east-asia…

alison | ceo of dwarves @fooloffatook

lotr where everything is the same except merry and pippin have a sniper rifle

litquidity @litcapital

The Miami VC starter pack

Jerry Capital @JerryCap

ffs

JJ @asynchio

"We view SPACs as an Open Source API, unlocking access to the public markets" - @altcap ❤️

Pythia Capital @PythiaR

Some recent cycles/bubbles (please add any fun sector specific ones in the comments I've missed): SPAC's (2020) 3D Printing (2021 & 2014) Marijuana (2018/2019) Oil/Commodities (2009-2015) Housing (2008) Tech/Telecom (2000) Rails (1840's) South Sea (1720) Tulips (1637)

Big Cat @BarstoolBigCat

The WeWork documentary on Hulu is wild. How did people buy this shit?

Jake @EconomPic

HT @michaelbatnick

Morgan Housel @morganhousel

Probably the most important economic story that's knowable today (from Census Intl Database)

Daniel S. Loeb @DanielSLoeb1

Risk innovation of the year: Credit Suisse risk.net/7741211. Belated congratulations on this prestigious award and to Risk.net mag for its inspired choice of recipient.

risk.netRisk.net - Financial Risk Management News AnalysisThe world’s leading source of in-depth news and analysis on risk management, derivatives and regulation

Jerry Capital @JerryCap

The Basic Laws of Human Stupidity h/t @Kap_Attack_ for a fantastic must read book recommendation

Hard Money @hardmoneymag

Investors hearing about Redditors pumping a random altcoin 4,000% in a day

Davy @SimplyDavy

American producers when the scene of a movie takes place in Mexico

Joe Weisenthal @TheStalwart

Can anyone think of anything going on this time last year that would have caused the price of commodities to plunge?

Charlie Bilello @charliebilello

Commodity prices over last year... Lumber: +265% WTI Crude: +210% Gasoline: +182% Brent Crude +163% Heating Oil: +107% Corn: +84% Copper: +83% Soybeans: +72% Silver: +65% Sugar: +59% Cotton: +54% Platinum: +52% Natural Gas: +43% Palladium: +32% Wheat: +19% Coffee: +13% Gold: +3%

Stacey @iamstacetheace

Leaving this here