Sublime

Please tell me you're not prisoner of the GOLD-moment. Go ahead, I'm all ears👂👂; better hope you're all eyes 👀! 👇👇👇 $SPX $SPY $ES_F $GLD $BTC $IWM $NYA $QQQ $VOO https://t.co/XrJka7BtHh

Successful investing isall about identifying businesses with growing earnings and good capitalallocation at sensible valuations, and firmly holding on to them as long asthey exhibit these characteristics.

刚入职的时候公司一号交易员（head of trading）问我今天为什么股市跌了。 我：因为CPI高于预期。 她：that is a stupid answer. Forget about all of that bullshit and relearn everything. Welcome to the buy side. 从那一天开始，我对“为什么涨跌”这个问题就不再感兴趣了。因为its stupid

Never forget this graph. Missing the 10 best days, which come after the worst days, makes you underperform. Sure, missing the worst 10 days will make you outperform as well, but the problem is that you should have perfect timing in and out. Not just once, but then times. https://t.co/HP48H1aaSS

I have invested in over 250 pre-seed startups, mostly in B2B software. The most successful ones have had some distribution tricks to quickly get their first happy customers. Here are the Best (and worst) distribution wedges I have seen for Pre-Seed software startups.