Daniel Bakalarz
@danielbakalarz
Investor at https://unisonam.com
unisonam.comDaniel Bakalarz
Since we’re a social species, it is intelligent for us to convince ourselves of irrational beliefs if holding those beliefs increases our status and well-being. Dan Kahan calls this behavior “identity-protective cognition” (IPC).
Gurwinder • Why Smart People Hold Stupid Beliefs
4/ Even weirder, if you compare a mammal's metabolic rate with its body mass - and plot them on a log scale - you get a straight line.
This means if you know the mass of a certain type of mammal, you can estimate its metabolic rate. https://t.co/r9nxFXTgHd... See more
Tweets From Sean Brady · @BradyHeywoodtwitter.com2023: $30,000 to get a simple iPhone app created, $300 for a plumbing job.
i wonder what those relative prices will look like in 2028!
the likely coming divergence between changes to cognitive work and changes to physical work could be quite dramatic.
Sam Altman · @samatwitter.comFrançois Rochon, founder of Giverny Capital, has achieved a 30-year 15.7% CAGR.
His annual letters are a must read for any LT quality investor.
I compiled them all in one PDF (+350 pgs). You can download it from the link below!
🔗https://t.co/RF7kqrU1sz... See more
Leandro · @Invesquotestwitter.com@borrowed_ideas To borrow a quote from my favorite locked account:
"No one wants to buy a stock at the price they were waiting for"
Tweets From Viggy Krishnan · @viggy_krishnantwitter.comThe right analytics: Why are some companies more profitable than others? A company’s performance has two sources: If a company has a COMPETITIVE ADVANTAGE, it can sustain higher relative prices and/or lower relative costs than its rivals in an industry.