Sunday Finds

Toast and International Petroleum

Catch-up on Our Shows From This Week:

• Deep Dive: Jim Gillies Discusses International Petroleum

• Not So Deep Dive: Toast

3 Good Reads:

• Everything Wrong with the “Money Printer Go Brrrr” Meme

• Expectations Move Slower Than Facts

• The New Fear and Greed

1 Good Listen:

• Technological Advancements in Healthcare

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Smart and Funny Tweets:

Patrick McGee @PatrickMcGee_

An *enormous thread* on alleged @Google @Facebook collusion based on the just-released *unredacted* complaint from the Texas AG. First filed December. Anything PURPLE is newly unredacted. Yellow/Orange is just normal highlights. 1/?

HighYield Harry @HighyieldHarry

Me after missing the $DWAC train

Ryan Petersen @typesfast

Yesterday I rented a boat and took the leader of one of Flexport's partners in Long Beach on a 3 hour of the port complex. Here's a thread about what I learned.

Trung Phan 🇨🇦 @TrungTPhan

After everything, Adam Neumann will walk away from WeWork with $2B+. The money never changed him:

hidflect @hidflect

Jim Chanos on China. Or Australia?

Terminal Value @valueterminal

There are only 3 investment theses: "the population of the earth is increasing", "boomers are aging", and "women be shopping". 100% of long pitches fit into one of these three categories