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Dec 7, 2022 12 tweets 4 min read
I was asked to pull some high level info (top holdings/recent performance) on sector specific ETFs. Thought I'd share here.

First of all, here is how $SPX holdings break down into the 11 sectors, and performance (as of a week ago). ImageImage Then, in order of YTD performance, holdings and 10 yr performance v $SPX.

$VDE

(Close to 40% in just $XOM and $CVX) Image
Aug 17, 2021 16 tweets 8 min read
A year ago I launched discoversubstacks.com

It's time for an update!

I've cleaned up some outdated Substacks & added 25+ new ones.

In no particular order, here are 13!

And for those that don't know the story of discoversubstacks.com ⬇️ ⬇️

1/n:

thescienceofhitting.substack.com by @TSOH_Investing

"Complete Access To The Investment Research And Portfolio Decision-Making Of A Knowledgeable, Experienced Investor."
Feb 8, 2021 23 tweets 12 min read
It's Deep Dive Time!

Today we're looking at @unity3d

Is $U a best-in-class platform for game creators?

Or a trojan horse, building out the technical infrastructure to transform how we interact with multiple industries???

Let's go ⬇️⬇️

mazwoodcap.substack.com/p/company-deep… On @patrick_oshag's @InvestLikeBest, @ballmatthew blew my mind 🤯 when he explained that 50% of 9-12 yr olds in the US, CAN, AUS and NZ play Roblox or Minecraft alone.

Sep 21, 2020 22 tweets 5 min read
Big fan of @morganhousel.

Big fan of his new book, "The Psychology of Money."

I collected my favorite lines from each of his 20 chapters.

mazwoodcap.substack.com/p/an-unbook-re…

I also abbreviated them for Twitter below ⬇️⬇️!

Go! Ch1, P19
"Few people make financial decisions purely with a spreadsheet. They make them at the dinner table or in a company meeting. Places where personal history/own unique view of the world, ego, pride, marketing, & incentives are scrambled into a narrative that works for you."
Sep 3, 2020 15 tweets 10 min read
About two months ago I set out to build a better Substack discovery platform.

Today, I'm excited to share the platform with you!

Take a peak behind the scenes and learn:

🤔Why I Built Discover Substacks
👷The Building Process
🙏My Hopes for this Site

mazwoodcap.substack.com/p/introducing-… It seems like every week I come across another Substack that is intelligent and insightful—and then my afternoon is lost reading everything that author has written.