🚨 a new job that’s a huge opportunity for someone early in their career looking to skip a few steps forward.

The role is a business operations lead for the podcast company. The team has been building behind the scenes and they need help. Here’s the link: coda.io/d/Business-Ope…
Our mission is to capture and share the world’s best knowledge on business and investing.

This means our product itself is a business and investing education that we believe will far surpass even the best graduate degree.
You’ll be working for @DBrychcy, who is the CEO. A bit of history on him below, because he’s effectively hiring for a role that he was once hired into...
He was the first generalist hire at Capital on Tap, joining when they were at $1m or revenue.

He was hired to do a million things, became COO, and oversaw 100x revenue growth and managed 65 people.

Now he needs someone for a job similar to his original role
You’ll be given more responsibility than most jobs.

You’ll be expected to solve a variety of problems creatively and quickly.

We MOVE, so you’ll need to keep up, or, even better, set the pace.
We’d love to hear from you soon. Details for applying in the link coda.io/d/Business-Ope…

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More from @patrick_oshag

16 May
1/ The most influential video I've ever seen remains "inventing on principle," by @worrydream.

A well formed principle guides action through time. Here's Brett's principle attached.

I realized today this is why I'm so interested in Unreal Engine 5.
@worrydream 2/ His specific principle (more on finding your own principle shortly) has given me a new lens to see the world: does this enable human creativity?

Unreal Engine 5 will empower creators in fascinating ways. I love any technology that does so. Look at this image:
@worrydream 3/ First, watch Brett's video starting at [2:34] to see what he means by immediate connection to one's creation.

Then watch this incredible video (h/t @eldsjal) on making The Mandalorian using Unreal Engine (I've linked to the moment of the video I mean)

Read 6 tweets
9 May
When something isn't working, you ask existential questions. You test every objection you can.

That's what @CliffordAsness & team have done here re: systematic value investing.

Conclusion: valuation spreads still historic after controlling for common "value is dead" narratives
@CliffordAsness Forgetting all data and backtests, I think we must also consider the basics of equity returns:

1. fundamental company growth
2. multiple expansion/contraction
3. return of capital

Historically value has earned its excess return through #2 and a bit of #3
@CliffordAsness #2 only happens if there is real fundamental recovery--the multiple expansion happens in anticipation of real business growth. So it is fair to ask if its different this time and we simply won't see a recovery of value businesses while Microsoft and friends continue to dominate.
Read 4 tweets
28 Mar
I’d you are a financial adviser, do you use TIPs in client portfolios ?
I’d you are a financial adviser, do you use municipal bonds in client portfolios ?
If you are a financial adviser, do you invest clients in gold?
Read 9 tweets
24 Mar
1/ New market update, borrowing a concept from @MikeArrieta: blizzard, winter, or ice age.

- what data says about market returns after 35% drawdown
- small value's historic position
- quality so far in this bear market
- fear and hope

@MikeArrieta 2/ In this market, we feel our "integrated equity" approach to valuing indexes is most appropriate.

IE is defined as all capital retained and reinvested by companies, properly adjusted for inflation. It changes slowly.

Relative to Jan 1st, 10-yr expected returns have changed
@MikeArrieta 3/ Small cap value has reached rare territory relative to large growth (broken record, I know). After similar spreads, the forward 10-year return spread for SCV vs. LG has been enormous.

These spreads could widen more. No one knows. But you can drive a truck through the gap.
Read 8 tweets
7 Nov 19
Last minute, my family is joining me on a work trip to Miami. Anyone have suggestions for the best stuff to do with kids? Food, sights, activities—anything. We are an active group ;) ✈️ ☀️ 🌴 🏊‍♂️
Thankful to everyone. We are starting to knock out the top recommendations. Beach and Joe’s Stone Crabs tonight with @laurenoshag
✅ Mistor 01
✅ salty donut
✅ yardbird
✅ Coyo taco
✅ Wynwood Walls

The weekend vacation that twitter built keeps getting better
Read 5 tweets
16 Oct 19
Here is our third quarter letter to investors.


Some highlights 👇

September was a massive swing month for primary factors.

Value and Shareholder Yield thrived, momentum lagged, and quality was mixed...
Within the US large cap market, valuation spreads have really widened, across all value factors (first set of charts).

This is entirely driven by the multiple expansion in growth stocks, which have gotten more expensive (second set).
Zooming in, you can see the clear divergence in 2018—growth getting more expensive and value getting cheaper.

No surprise value has done very poorly during this period.
Read 7 tweets

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