Ming Zhao Profile picture
ex-Point72, ex-cyber hacker; master @ lock-picking, questionable @ stock-picking; i like maths

Apr 30, 2022, 10 tweets

46/ The 11 Economic Moats You Gotta Know

47/ Resources for learning fundamental investing

48/ One-time earnings bombs to learn and pay attention to 💣

(More fundamentals!)

#SucceedingInBearMarkets

49/ Day in the Life of a Pod Monkey

(the haters r enraged by their own cognitive dissonance)

50/ Hidden Fuckery in Equities Market Structure

51/ Different Types of Hedge Funds

52/ What is Private Equity?

53/ Crash Course on Industry Analysis

54/ What’s happening to SVB

55/ US banking system's CRE hangover

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