Sunday Finds From Chit Chat Money

Interview with hhhypergrowth, Digital Turbine, and Stoneco

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Content from Us:

• Episode 94: Interview With Hhhypergrowth

• Thursday Deep Dive: Digital Turbine

• Fundamental Analysis: Stoneco

Other Stuff:

• Boiling Down Mandelbrot’s Ideas

• A Hinge of History

• The Disruption of Ambition

• FAANG is the Avengers

• Lessons and Ideas From Benjamin Graham

Smart and Funny Tweets:

Bill Brewster @BillBrewsterSCG

It’s the implementation that matters!

Michael Mauboussin @mjmauboussin

@BillBrewsterSCG The GOAT on this is Steve Crist and his essay, "Crist on Value." Probably the best 13 pages you'll read on the topic. https://t.co/be1ysyZvNA

margin call degenerate @bitcointozero

how options gamblers look at casino gamblers

Ian Borthwick @ianrborthwick

A TikTok house lost ~$1M in 6 months... Now it’s a publicly traded stock. Thread 👇👇👇

ValueStockGeek @ValueStockGeek

Crazy to me how people assume Buffett - the greatest investor of all time - hasn't considered popular arguments about these stocks or thought through these issues already.

Lyall Taylor @LT3000Lyall

We've reached the point in the cycle where the brains trust of fintwit confidently declare Buffett - the most successful and experienced investor that ever lived - has missed out on tech simply because he doesn't understand concepts like unit economies & operating leverage... https://t.co/e9ZquT0WBC

LaFrog @ghouyou

Value investing in 2020

Dave Dustin @venzann

Diogenes @WallStCynic

We’re getting to the parody part of the SPAC cycle.

The Arbitrage King 👑 @JulianKlymochko

was hoping new SPAC HumanCo was run by George Costanza, after his success with the Human Fund https://t.co/obzVD2rPra https://t.co/rK4RkYRf3D

Growf @pinchedforgrowf

Did a tour through the RBLX S1, and couldn’t resist jotting down what I learned about an amazing business and company that I think is among the most interesting in gaming: (1/x)

modest proposal @modestproposal1

We don't deserve a character as good as Masa

Nick @NickatFP

Quantian @quantian1

Apparently it only became illegal for financial advisers to lie to their clients in... 2007. As always, the SEC is on top of things!

Ryan O'Connor @AboveAvgOdds

My latest letter is now available if anyone’s interested. I dive into Crossroad’s first full cycle report card while discussing it’s unique DNA (tossing a few jabs at conventional actively managed equity funds along the way). Enjoy!