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Grant Williams
@ttmygh 4 years, 5 months ago 1024 views

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1/ I'm thrilled to announce the launch of my new website, a one-stop shop for all the content I'm creating.

There you'll find links to all my podcasts, the TTMYGH newsletter, and other exciting future projects.

2/ In 2020, I reignited my passion for interviewing brilliant people by launching The Grant Williams Podcast in various forms, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.

3/ Starting February 1, I'm taking the bold step of moving these podcasts completely behind a paywall.

For the very affordable price of only $10 a month, listeners can gain access to the Copper Tier of https://t.co/fxUfH8maI4, which includes all current & future podcasts.

4/ Why am I doing this? First and foremost, I aspire to create VALUABLE content. By definition, if something is priced at $0, it isn’t valuable. The time, effort and creativity that goes into these episodes is substantial. To keep doing them properly, they can no longer be free.

5/ I also strongly believe content creators should be able to make a living creating content. If everything is free, that’s not possible. I never seriously considered accepting outside sponsors – complete integrity is too critical to me.

6/ By charging for the podcast, I'm converting a hobby into a vocation. Once a customer buys something from you, it raises the stakes on your obligation to consistently create valuable content.

I'm committed to meeting that obligation.

7/ Additionally, when people pay for something, they pay more attention to it. Engagement goes much higher for paid content.

To me, audience quality is far more important than audience size.

8/ Finally, as mentioned earlier, I'm charging the minimum amount possible to achieve all these goals – only $10 a month.

Are you really extracting value from something if you aren’t willing to pay $10 a month for it?

9/ I encourage you to head to https://t.co/fxUfH8maI4 and sign up today! The guest roster I have in store for 2021 is incredible. I appreciate your support!

[P.S. For only $40 a month (Silver Tier), you can get BOTH the podcast AND the newsletter. You know you want to😉]

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!!Decode/Thread (12/31/20)

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Brian Feroldi
@BrianFeroldi

1/ My most popular tweets of 2020 by month (thread)

January:

A reminder of @morganhousel cash strategy.

For every $1,000 in cash:

More: ⬇️⬇️⬇️⬇️⬇️

2/ February

If you've truly found the next $AMZN, $AAPL, or $NFLX and can hold for years, it's nearly impossible to overpay.

But finding them is hard.

3/ March

Millennials have seen tech crash, 2008, and now #COVID19

I'm worried that many of them will swear off the stock market -- the greatest wealth-building device ever -- for life.

4/ April

Want to see the checklists used by

Buffet
Dalio
Fischer
Graham
Greenblatt
Klarman
Marks
Munger

and

5/ May

When the P/E ratio is:

Useless (Stage 1, 4) - $MDB, $SHOP, $PINS, $GME, $JCP

Semi-useful (Stage 2) - $TTD, $NFLX

Useful! (Stage 3) - $MSFT, $AAPL, $V

In determining valuation

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Gurgavin Chandhoke
@gurgavin

WHY $CCIV CAN TRIPLE SOON.

What is $CCIV ?

CCIV is the fourth SPAC by Michael Klein who already has multiple multi-billion dollar SPAC mergers including $CCC valued at over 19 Billion. CCIV is in TALKS to take @LucidMotors public valuing the merger at over 15 BILLION.

What is LUCID MOTORS?

Lucid Motors is one of the worlds leading EV car "Startups" founded in 2007 in California they were previously known as Atieva. Most of their 1400 employees come from well know car companies such as TESLA and Mazda.

The Lucid motor core team

Peter Rawlinson ( CEO & CTO)

Originally from wales, peter was the Chief Engineer for the TESLA MODEL S. Peter was also the Principal Engineer at @Jaguar Chief Engineer at @lotuscars

Derek Jenkins ( Vice President of Design)

Derek started his journey with 8 years at @Audi working on the Audi A2 & A8 among others. After Audi, he moved to VW where he spent nine years. He is also credited for the design of the CX-5, Mazda6, Mazda3, and the CX-9 among others.

Lucid Air

Lucid Air is the first car by @LucidMotors which is set to release in the summer of this year. Air will have four different variants starting from 69,900 USD which will have up to a 503 MILE RANGE.

Vidya
@VidyaG88

1/16
Was reading upon #Biases & learnt a lot. Thought of sharing a few pointers .
Simply put Bias is a disproportionate weight in favour of or against any idea/thing in all aspects of life.
Few types of Biases ( out of the many) with not so random images. :)
+

2/16
The #DunningKruger effect now is fairly well known , wherein people with limited knowledge overestimate their competence, whilst the actually knowledgeable question themselves often .
"Ignorance more frequently begets confidence than does knowledge".
+

3/16
*#SelfServingBias*
A very interesting bias wherein we credit our successes to purely ourselves, but when things go awry we cite luck & external forces .
Rings any bells?
Basically a defence mechanism to protect our self esteem & eventually from personal responsibility.

4/16
* #ConfirmationBias *
We all favour ideas & beliefs that affirm to our existing ones' , rarely being open to contradictory opinions .
(Especially in markets !! 😬) Why?

Laziness? Mental block? Ego ?
No wonder, Birds of a feather flock together ... 😉

5/16
* #SunkCostBias *
As we know, sunk costs are irrecoverable , regardless of outcomes. (Eg Money expended towards R&D for a molecule which doesn't work out)
But this actually extends in any investment we make - Time,Money, Effort, Relationships ...😏
Interesting right?

Ming Zhao
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Day in the Life of a Hedge Fund Analyst

Few live to tell the tale.

"Was it like Billions?"
"Describe ur investment process?"
"What did u learn?"

I get these questions all the time, but for a while I was afraid of answering publicly. No more!

Hedge fund story time.
👇
🧵/

1/ ⏰ 6AM Pre-Market Review

Wake up thinking about ur overnight positions.
What happened during London/Asia trading?
Scan the major news on ur way to office.
🏢🚕🚶‍♀️

Think about how ur getting screwed by beta (general macro, FOMC, inflation, etc.) cuz ur net long (or net short).

2/ 7AM Portfolio Review

U'll typically have ~250 names in the portfolio "universe" (stocks w/ active positions & those on watchlist but already modeled).

Review each thesis vis-a-vis new market conditions. Anything changed?
Should u downside/upsize any?
New trade opportunities?

Here's a checklist of top items to check per company:

- Any earnings calls this week?
- Any product releases?
- Any new sell-side reports? Downgrades/Upgrades?
- Any M&A rumors in the space?
- Any management change announcements?
- Any guidance revisions?
- Any legal happenings?

3/ 8AM Plan out your daily/weekly agenda

Major types of events that'll populate ur calendar:
- Investor day at XYZ
- Q1-Q4 earnings call
- XYZ road show
- Dinner event w/ IR (investor relations) at XYZ
- Private buy-side bus trip (w/ mgmt @ XYZ) arranged by GS
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Dr. Shipmans, Saboteurs, Devils in White Coats!

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STEALTH JEFF
@drawandstrike

Here is Editor-in-Chief of the @EpochTimes, @JasperFakkert's response to the slanted hit piece that @Buzzfeed's @HayesBrown put up 2 days ago:

Brown's article at Buzzfeed starts off pretending it's some kind of really off-the-wall notion that Hillary Clinton paid for the creation of the Steele Dossier that was then used to justify the FBI's spying on the Trump campaign & transition team.

After that awful start, he swerves to making accusations that the Epoch Times is connected to the 'cult' Falon Gong.

You can read the article here:

Brown insinuates with no real evidence whatsoever that the Epoch Times is 'Falon Gong-linked'.

The 'evidence' he supplies in his article to 'prove' @EpochTimes is 'Falon Gong-linked is this:

1) the Epoch Times' extensive *news coverage* of China's attempts to wipe out Falon Gong with intense persecution directed at the group since 1999.

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#KeralaTemples 🚩

Cherthala Karthyayani Temple Prathishta was done by Vilwamangalam Swamy. Chertala Pooram is very famous. Devi is Mangalya Dayini here removes obstacles relating to marriages. Sthala Puranam says that, once 👇

Vilwamangalam Swamiyar was passing this area after Prathista of Padmananbhaswamy Temple, he felt Devi chaitanyam and recognized as Karthyayani Devi. But Devi seeing Vilwamangalam went inside the pond. Swamy searched for Devi continously for 6 days and on 7th day Vilwamangalam

got hold of Devi's hair. Thus only Devi's head is Prathishta here. Devotees do Kozhi parathal ( offering cock) here as an offering to Karthyayani Devi.

Karthyayaniamme Sharanam
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Professor
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So friends here is the thread on the recommended pathway for new entrants in the stock market.

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Old is Gold....

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SK
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#DoYouKnow -The place where
Lalitha Sahasranamam -1000 names of Devi originated.

It is in Lalithambigai temple -Thirumeeyachur,Near Mayiladuthurai,TN

There is a Legend #story & it is related to this beautiful #sculpture of Kshetrapuraneswarar & Ambal Lalithambigai #Thread 👇

#Legend #story
It is believed that this is birth place of Kashyapa Maharishi’s sons, Arunan& Garudan. Arunan(charioteer of Surya)was physically handicapped.He was a Shiva devotee.Arunan wanted to visit Kailash to have Shiva Darshan,but Surya Dev denied permission.

So Arunan disguised as a girl & was on his way to Kailash.On the way Surya Dev saw this girl & outraged her modesty.Shiva was very angry with Suryan for misbehaviour & cursed him to get darkened. Whole world plunged into darkness.Surya Dev pleaded to Bhagwan Shiv to forgive him.

Shiva Bhagwan asked him to go to Thirumiyachur & worship him there. As advised, Surya Dev performed rigorous penance, placed murthi of Shiva& Parvathy on an elephant & took them to the clouds.Shiva in this temple is known as Meganathaswamy,Devi is known as Lalithambigai

Even after severe penance,Shiva does appear,so Surya Dev cries out in agony.Disturbed by his call, Parvathy protests.Siva pacifies her & offers relief to Surya Dev.The sculpture of Shiva pacifying Ambal shows her sullen from one angle &smiling from another.