BC MARKET CYCLE

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Jitendra Chawla, CFA
@jaycee77 3 years, 11 months ago 791 views

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I don't understand all the puns and mocking of RJ on the news of a new airline.
He is putting 2-3% of his NW at a time when the environment is best suited for a new entrant. It's a bold but smart move from a smart investor. 1/n

Airplane lease rates are down. Manufacturers would be rolling red carpets. Incumbents are suffering and can't sustain price wars. Experienced staff looking for jobs. This is probably the best time to start an airline.
@finshots explains it very well. 2/n https://t.co/4mQPriapbm

Even if he loses this amt, it is not going to bankrupt him. It is less than a quarter's returns for him. He can make it back in no time. End of the day, he is one of the smartest investors around. He will also create new jobs. We shud be applauding this instead of mocking. End

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Value Investor
@ValueInvestor27

@soicfinance @ishmohit1 Learning and taking inspiration from you sir..🙏🏼🙏🏼

Shankar Sharma
@1shankarsharma

One oft- used , but rather silly, quote used by many is "Time in Mkt is more important than Timing the Mkt".
In reality, Time in the Market is profitable ONLY when your ( broad sector & theme) Timing of the Market right.

You need both. Period.

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Dividend Growth Invest...
@DividendGrowth

@JDP223 @ekmokaya "The Snowball"

RS
@RanaPratp

@unseenvalue @sahil_vi It is mean reversion for company's performance. Crowd thinking usually takes a belated u turn after the prices have retreated significantly.

Sagarkumar Jain
@sagarjain102

Though the old investors may not understand technology, the new investors do not understand risk.
MCap
Tesla: $1.02 trillion
Berkshire: $656 billion
Tesla's worth is ~1.5x that of Berkshire, though the revenue of Tesla is less than the profit made by Berkshire

Same old lessons.

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Men actually cum faster when having sex with someone they love

Haha y'all fw this tweet very well 😀

So why we're here lemme show you guys WHAT IMPRESSES A MAN MOST IN BED

Sweetie I wanna remind you that every Good sex😍 is based on mutual respect and love❤, so make sure that the guy you’re fucking is worthy of you.

. and never waste effort on a guy who isn't worth it. But as long as you’re convinced of the hero-status of this guy, your endeavours will never be wasted❤.

So Below Are Things He's Secretly Dying for You to Try In Bed👇

• BABE FUCK HIM WITH THE LIGHTS ON😋💡

Men loves it when they see their dick going in and out of our pussy🍑 —They love it so much.

They love to see our creamy💦 pussy wet their dick🍆— They fucking love it 😍

You may be worried about what your husband thinks of your post-breast-feeding boobs, your C-section scar, or that at some point, he'll stop being attracted to you because you look a little — OK, a lot—different than you did on your wedding day.

$Kitze @ \U0001f1e9\U0001f1ea\ufe0f$

Kitze @ 🇩🇪️...
@thekitze

To people who are under the impression that you can get rich quickly by working on an app, here are the stats for https://t.co/az8F12pf02

📈 ~12000 vistis
☑️ 109 transactions
💰 353€ profit (285 after tax)

I have spent 1.5 months on this app. You can make more $ in 2 days.

🤷‍♂️

I'm still happy that I launched a paid app bcs it involved extra work:

- backend for processing payments (+ permissions, webhooks, etc)
- integration with payment processor
- UI for license activation in Electron
- machine activation limit
- autoupdates
- mailgun emails

etc.

These things seemed super scary at first. I always thought it was way too much work and something would break. But I'm glad I persisted. So far the only problem I have is that mailgun is not delivering the license keys to certain domains like https://t.co/6Bqn0FUYXo etc. 👌

omg I just realized that me . com is an Apple domain, of course something wouldn't work with these dicks

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Noah Smith
@Noahpinion

Krugman is, of course, right about this. BUT, note that universities can do a lot to revitalize declining and rural regions.

One thing I've been noticing about responses to today's column is that many people still don't get how strong the forces behind regional divergence are, and how hard to reverse 1/ https://t.co/Ft2aH1NcQt
— Paul Krugman (@paulkrugman) November 20, 2018

See this thing that @lymanstoneky wrote:

And see this thing that I wrote:

And see this book that @JamesFallows wrote:

And see this other thing that I wrote:

Marina Amaral
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Rio de Janeiro, 1920. 🇧🇷

São Paulo, 1910. 🇧🇷

“Arpoador”, Rio de Janeiro, 1900. 🇧🇷

“Avenida Paulista”, São Paulo, 1902. 🇧🇷

Recife, 1885. 🇧🇷

Paras Chopra
@paraschopra

1/ Here are my notes from @robertwrighter's book - Nonzero: the logic of human destiny. I enjoyed the book very much.

The basic premise of the book is that history has a direction which favors co-operation and non-zero sum games, and that causes an increase in complexity.

2/ Starting from the first replicating molecule which co-operated with an outer layer to form first proto-cell, evolutionary and cultural history is full of examples where two entities come together to survive and progress a lot more than they would have done individually.

3/ This co-operative entity fares much better than two individual entities because of specialization. If two entities are in the same boat - that they win together or lose together - then trust is implicit.

4/ In a non-zero sum game, trust causes entities to focus on what they do best.

For example, eukaryotic cells - the ones animals and plants have - emerged when two proto-cells merged, and one took the role of energy generator (mitochondria), the other specialized in protection.

5/ Some scientists believe that even nucleus in a cell is a result of an early cell merging with another cell.

So M&A is not a recent phenomena, entities have been merging because of common interests ever since life started.