#Optionality

jonathan poma

pomajp

Prompted by @chris_lavoie1’s ask what my answer would be...Here’s my entirely unedited response (initially delivered to a friend via text)... A thread/https://twitter.com/pomajp/status/1360985541861400577 Let’s start w a few core beli

MultifractelFarol

Mephisto731

Threads to take to your mind off things, something more interesting I hope. Part 1. Tail risk, done cleanly, is pure convexity and no beta. You’re looking for cheap optionality.

Aaron Edelheit

aaronvalue

So many people are trying to focus on calling the direction of the market, they are missing out on the incredible dispersion of values in the market right now. So,

Mitch Morse

WittyUsername30

Some highlights / takeaways / thoughts / comments from #RWRI 14, Day 4 (probably my favorite day thus far):1. If the payout is convex, you don't care about the average;

Gil Dibner

gdibner

Private SPACs, a short thread. Too many founders I meet these days are literally choosing to raise $5M-$10M pre-idea because they can and because it's more fun than a regular

S-Curve Capital

S_curvecap

Humbled that anyone would ask me for career guidance but since a few of you have DM'ed me on "advice for a HF newcomer", some thoughts below. Note: Based on

Michael Girdley

girdley

A thread on psychology and game theory in raising capital.Here’s some stuff I’ve learned about how to create a good outcome in a fundraise. Processes and PlansI’ve seen people do

Professor Oak

Prof_Oak_

Closing the books on 2020 and recording some thoughts for 2021. Themes, picks, SPAC / IPO watchlists to follow. A thread Fundamentally, expect continued mo for bios in 2021

Jeremy Bowman

TMFBowman

A lot of chatter about $SFIX today.Stock is up big today but still seems misunderstood so here’s a thread on Stitch Fix’s competitive advantages... 1. Large majority of customers are

Jamie Louko

CollegeInvestr

Semler Scientific $SMLR thread!!Here we go---Semler Scientific focusses on Peripheral Artery Disease (PAD) They created a test that is better than any other current test:Faster (5 minutes)CheaperAs Accurate as previous

Anand Chokkavelu, CFA

anandchokkavelu

My 21 stocks for 2021:Smallest to largest...$IRBT$UPWK$FVRR$RDFN$BYND$ETSY$TDOC$ZG / $Z$PINS$ROKU$MO$MELI$ISRG$SQ$SE$PM$CRM$DIS$BRK.B#Bitcoin $AMZNBonus baskets:$ARKGA basket of the @chamath alphabet SPACS ( $SPCE, $OPEN, $IPOC, $IPOD, $IPO

Morgan Brown

morganb

People ask me all the time, what are the most valuable things I learned working at Facebook. I worked there for three years as a PM → Director of Product.

Dantley Davis

dantley

My take on designing for social media platforms over the next 10 years: “Services like Twitter will be more open, accessible, and customizable with the option to craft bespoke experiences

Sam Matla

SamMatla

Inspired by @Harris_Bryan:“What have you changed your mind on lately?”Here are 10 things I changed my mind on in 2020...THREAD I thought chasing optionality was the goal. Turns out that

Playmaker

GetPlaymaker

No fixtures? No problem.Here are 7 tips from @roneildinho that you can apply to your thinking immediately when picking your #FPL team, to help get your season off to a

Delip Rao

deliprao

One odd job I do is help some companies by reviewing their AI job reqs. One of the common mistakes I notice HR/hiring managers make in hiring deep learning talent

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