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美股剔除通胀之后，一直在上升通道中，每次远离上升通道就跌60%
A股跟经济规律，通胀，周期，成长弱相关，跟老大想法正相关😄
两种制度淋漓尽致，两种玩法。 https://t.co/uogm5vxi3W
I shadow James Cameron to study him and his process, his method of operation, his secret sauce to making multiple billion dollar IPs and worlds.
看过某相关政策解析，整体感觉是：央行和证监会搞了这么复杂的操作，主要目的还是为了中国版的“利率曲线管控”——压低长债利率，降低经济衰退预期
其实这些举措并没触及根本（通缩的另一面是流动性危机），这些眼花缭乱的举措（降准、存量贷降息、债股互换），对于社会总需求扩张，基本上屁用不顶 https://t.co/inv6nSibrY
Three focus areas for investment: crypto, fintech, and emerging markets . I expect roughly 50% of investments to be crypto-related.
On the speed and concentration spectrum, Generalist capital sits left of centre and plans to invest in ~20 companies over the next 18 months. Reasons for this approach include : 1. Meaningful Ownership; 2. Maintain an e... See more
On the speed and concentration spectrum, Generalist capital sits left of centre and plans to invest in ~20 companies over the next 18 months. Reasons for this approach include : 1. Meaningful Ownership; 2. Maintain an e... See more
Mario Gabriele • Generalist Capital: In Search of Epics | The Generalist
Jack Taylor
@superultra
“Do you want to be a $200 million company with a twenty percent margin or a $10 billion company with a five percent
John Rossman • The Amazon Way: 14 Leadership Principles Behind the World's Most Disruptive Company
TIMESTAMPS:0:00 - Intro0:28 - Ali Abdaal’s revenue sources1:20 - Part-time Youtuber Academy, Ali’s high-end course2:03 - Framework: Pricing against the demand curve3:29 - Framework: Vitamins vs Painkillers4:20 - How PTYA can 10x its revenue7:22 - Entrepreneurial Operating Systems8:48 - Ali Abdaal’s book9:07 - The James Clear model: Build in Public1... See more