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Tren Griffin @trengriffin
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Charlie Munger Trilogy: A Lesson on Elementary, Worldly Wisdom As It Relates To Investment Management & Business, USC 1994. old.ycombinator.com/munger.html The Psychology of Human Misjudgement, Harvard 1995 …ffettmungerwisdom.files.wordpress.com/2013/01/munger… USC Commencement Speech, 2007 google.com/amp/s/genius.c…
Charlie Munger's second trilogy:

Harvard Westlake School 2010 csinvesting.org/wp-content/upl…

Investment Practices of Leading Charitable Foundations. 1998 valuewalk.com/wp-content/upl…

Academic Economics fs.blog/2015/03/charli… UCSB 2003
What? You want to read more from Munger?

Dueling views of reform
sfgate.com/business/netwo…

Stanford: law.stanford.edu/stanford-lawye…

The Best of Charlie Munger: 1994-2011
valueplays.net/wp-content/upl…
Wait! You want to read more Charlie Munger organized by topic? This material was compiled by me for personal use before there were any books on Munger. It's not up to date but it is free. It is priced to sell! 25iq.com/quotations/cha…
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"According to the survey results, the median pay for full-time writers was $20,300 in 2017, and that number decreased to $6,080 when part-time writers were considered. The latter figure reflects a 42 percent drop since 2009, when the median was $10,500."
In my blog post on writing books I wrote: "6. Don’t expect to earn more than the minimum wage and be thrilled if you earn more." google.com/amp/s/25iq.com…
"In Mémoires (1759), Voltaire recalled how in his youth he had come across so many writers who were “penniless and held in contempt” that “he had decided not to add to their number.” laphamsquarterly.org/luck/voltaires… "Thanks to his fortune he was free to pursue his writerly life."
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"Companies can lose a lot of money in their early years but be wonderful businesses if they are acquiring customers with long lives and strong variable margins."

But some businesses just do the losing money part. A critical skill is knowing the difference between the two types.
Customer-based corporate valuation (CBCV) = valuing a business on a "bottoms up" basis by valuing the customers. In a subscription business especially, this is an essential process if you want to understand if real value is being created despite a lack of current GAAP earnings.
"CBCV isn’t about being profitable from day one. It’s about variable profitability in net present value terms (while still being mindful of fixed cost overhead of course!)" Determining whether a specific business is a delicious cheesecake or a turd requires detective work.
Read 6 tweets
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“The Fasten Seat Belt sign is now illuminated. If you haven’t already done so, please check your cash and cash equivalent balances. Please lower your burn rate and make sure your defensive investments are in their full upright position.”
“If you find yourself needing an emergency exit from illiquid investments, please read carefully the special instructions card. Cash is more king than ever. If you can’t handle the haircut you are about to experience, please ask someone to do the selling to raise cash for you.”
“We remind you this remains an uncertain and no sympathy correction. No one knows anything for sure as is usual. Crying and whining is prohibited, including in the lavatories. Tampering with, disabling or destroying your brokerage statements is pointless and prohibited by law.”
Read 5 tweets

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if you are interested in inviting me to speak at your college or conference, please check out my recently revamped booking webpage: juliaserano.com/booking.html – in this THREAD I will share some of my most requested talks...
my most frequently requested talk continues to be "Making Feminist and Queer Movements More Inclusive" – it is based on my 2nd book Excluded, although I've added some newer material to it in the last few years... juliaserano.com/booking.html#E… #feminism #LGBTQ #queer #activism
...another popular talk is "I'll See It When I Believe It: On Perception and Gender Entitlement" juliaserano.com/booking.html#s… #trans #transgender #feminism #gender #sexism
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okay, my "Rapid Onset Gender Dysphoria" essay is now live! medium.com/@juliaserano/e… #trans #transgender #LGBTQ #children #health #psychology
please give it lots of "claps" so that others see it! also, it is not monetized, as I wanted it to be as accessible as possible. if you appreciate that I make essays like this for free, please consider supporting me on Patreon! patreon.com/juliaserano/ov…
in this THREAD today I will be sharing excerpts from my recent "Rapid Onset Gender Dysphoria" essay. for those who don't know, this is a made-up pseudoscientific condition/diagnosis that conservatives & TERFs have increasingly embraced... tinyurl.com/y8mwct4x
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1/ Attention is what steers your perceptions and controls reality. #Mindfulness #ProductDesign #startups

sam33r.com/home/pickpocket

#Entrepreneurship #psychology
2/ Pickpocketers/magicians control ur attention thru internal/external distractions.



#Mindfulness #ProductDesign #startups #Entrepreneurship #psychological
3/ We can use these techniques to our advantage. E.g. a doctor managing to inject a syringe into a young kid, or even an adult ;-)

linkedin.com/feed/update/ur…

#Mindfulness #ProductDesign #startups #Entrepreneurship #psychological
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THREAD: earlier I tweeted about Jesse Singal's long history of writing fearmongering anti-#trans/GNC #children articles (+ also treating me & other trans women shittily): #transgender #LGBTQ #health #psychology
...Here I will "live tweet" Singal's latest Atlantic article, which is in the same vein as the others. If I was teaching a journalism class, I'd use this latest article as an example of how to write a highly biased piece that comes across as "fair & balanced" as possible...
...and since people unfamiliar with this subject will no doubt be unaware of all the misinformation & biases at work here, I'm gonna do math to it! I'm dividing it into 14 sections, each of which begins with its own header (aka, giant capital letter)...
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1. The Major Purveyor of ‘Fake News’ is the CIA-Corporate Complex
*The msm's strings are being pulled by the modern vers of CIA’s old Operation MOCKINGBIRD another media influencing operation, ...
2. ..is laughably accusing Russia of generating fake news and/or hacking into our systems to influence the outcome of the American presidential election.
3. In a November 24, 2016, article in the CIA-connected Washington Post, reporter Craig Timberg reported: "Russia’s increasingly sophisticated propaganda machinery ...
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I could say so much here at this point about how &why the systems underlying running of all social media platforms are of limited use #human
2 But a stifling #culture 's been bred,like the valley of the squinting windows,in which you're not supposed to go out of your understanding
3: & complicit way to break the silence. Every hamlet has its Artiste, every person who picks up a pen to write is a capital W Writer, & all
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