Discover and read the best of Twitter Threads about #garp
Most recents (3)
1/42 Interviewing company mgmt. can be a daunting task. You may feel overwhelmed or intimidated jumping on a call with executive leaders. But at the end of the day, going the extra mile gives you a huge investing edge. This #Thread discusses this topic & 8 interview process tips.
2/42 By the way, this #Thread is longer than recommended by the “experts.” However, I wanted to put a lot of thought into the mgmt. interview process topic for those who are deeply into #stockpicking or want to learn how to pick stocks. Investing successfully requires effort.
1/25 #TheGreatHeadFake: Why we’ll look back at this market correction & conclude that it was a huge head fake. Mark my words, we’re entering a multiyear bull market for forgotten growth+value stocks. Fundamentals to take centerstage. #Thread
2/25 Takes me back to Peter Lynch opining on sticking to fundamentals as he resisted the temptation of investing in internet stocks during his retirement."In spite of the instant gratification that surrounds me,I’ve continued to invest the old-fashioned way. I own stocks where👇 
3/25 To be clear, the head fake is not referring to stocks with insane valuations coming back down to earth, or as Chris Lahiji (@theLDMicro) coined it “the Great Flushing” - in a convo with Mark Gomes (@PipelineDataLLC). I’m talking about pullbacks in quality, undervalued Cos.
Bummer! The reliability of individual economic rationality measurements is moderate to poor🙁Here's a summary 🧵of our recent paper @PNASNews /w @lucalupken, Nils Lüschow, and @kalenscher. #neuroeconomics @INSEAD @HHU_de cc @veredkurtz @vectornomist
pnas.org/doi/10.1073/pn…
pnas.org/doi/10.1073/pn…
Background: Research in psych, behav. & neuroecon searches individual differences & correlates of rationality. Indices of revealed preference consistency (GARP) are used as ad hoc measurement for the supposedly latent concept of rationality, often interpreted as psych. construct.
The identification of robust correlates requires precise measures (c Hedge et al.). The goal of this project was hence to probe the reliability of individual rationality measurements. link.springer.com/article/10.375…
