Sunday Finds From Chit Chat Money

Heading into 2021

***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing***

Content from Us:

• Wrapping-up 2020 + 10 Favorite Shows of the Year

(Also make sure to check-out our “25 Stock of Christmas” series here)

Other Stuff:

• Technology heading into the 2020s

• How Technology Grows

• The Metaverse in 2021

• Happy 97th Birthday to Charlie Munger

• Oaktree 2000 Investment Memo

Smart and Funny Tweets:

10-K Diver @10kdiver

1/ Get a cup of coffee. In this thread, we'll cover *State Quantities* and *Flow Quantities*. This mental model can help us analyze many different entities -- from complex engineering systems to publicly traded companies.

Michael Mitchell @IgnoreNarrative

Luong Dong wants me to invest in his mysterious precious metals focused HF. Should I do it? https://t.co/qF7atKXLlQ

Luong Dong, CFA @LuongDongCFA

@IgnoreNarrative For sure let me know when you want to invest. By the way investopedia is a good resource for folks like you. Check it out!

Ben Collins @oneunderscore__

Jeff Booth @JeffBooth

Bitcoin might just be humanities greatest invention because it allows changes without historical precedent, and allows humanity a great leap forward as a result. With a "potential" change of this magnitude, you owe it to yourself to really understand it.

Sahil Bloom @SahilBloom

Robert Smalls was born into slavery but would go on to become a hero of the Civil War, a successful entrepreneur, and a U.S. congressman. His journey is one you have to read to believe. Who's up for a story? 👇👇👇

Christopher Bloomstran @ChrisBloomstran

Thanks for the message. As you point out, “Bloomstran doesn’t understand $TSLA growth math or basic investment theory.” If you don’t mind, given my deficiencies, could you add some color to your 2025 projections? The non-believers and I would be most grateful. Some questions...1/

Gary Black @garyblack00

What you’re missing on $TSLA: Global EV adoption just 3% today, going to 20% by 2025. That alone is a 6x increase (46% CGR). Confounding skeptics, TSLA EV mkt share keeps rising, not falling as ICE competitors launch their own EVs, because TSLA’s TAM keeps expanding by entering.. https://t.co/elFlbfaK3j

Corry Wang @corry_wang

1/ Lessons From The Tech Bubble: Last year, I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era, to try to understand what it was like investing during the bubble A few people recently asked me for my takeaways. Here they are -

Christopher Bloomstran @ChrisBloomstran

A single prediction for the New Year. Those unfamiliar with the Federal Reserve Board’s Regulation T will hear lots about it during 2021. The rule limits the percentage of an investment in equity securities that can be borrowed with a margin loan. A wake up call is scheduled...1/

Lazarbeam9 @pommelhorse9

An extremely bullish outlook on $MTCH

(((Frances *Cassandra* Coppola)))🕷️ @Frances_Coppola

I've concluded that the real problem is that bitcoiners don't understand basic microeconomics. So here's a bit of a primer. 1/