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SD Profile picture
SD
@snird
Jan 17, 2022 • 14 tweets • 4 min read
Guy Spier talked about investing and life in the last TIP podcast

- Envy
- Crypto & the value community
- Cloning
- Unlearning
- Patience

It has it all. Here's a summary for you:

@GSpier @stig_brodersen **Envy**

Envy can be beneficial, you feel envy when some have something that is attainable for you.

You won't envy Federer's tennis abilities as it's too far out of reach for you, but Djokovic might - as he can achieve this level.
Sep 17, 2021 • 12 tweets • 2 min read
To celebrate Gitlab S-1 filing:

My thoughts on why they are in a great position to grow steadily, and why their moat might be deeper than seems

$GTLB 👇🧵 Even though their name has "git", they are far more than a git service provider. They started at that, but don't let it fool you.

Gitlab is a full software development process service.
- Devops tools
- Project management
- Deployment
- Security
- Code management
- And more..
Sep 13, 2021 • 9 tweets • 3 min read
How REITs grow?

REITs pay most of their income as dividends, yet they can grow the business both internally and externally.

Let's talk how they grow, and how they finance the growth 👇🧵 This thread is a summary of a video I made on the subject where I go into more details, check it out if you're interested in the subject:
Mar 23, 2021 • 17 tweets • 4 min read
"How to make wealth"

Key concepts from @paulg essay from 2004
🧵👇 1/16

I write this thread because @paulg evergreen wisdom is worth resurfacing on Twitter.

If you look for another (insanely smart) perspective, there's @naval thread from 2018.

Feb 17, 2021 • 15 tweets • 3 min read
Why is Amazon better than Google in innovation?
(past few years at least)
$AMZN $GOOGL

I argue it's about incentives.

Thread 👇 1/
 What does "better in innovation" mean?

Creating new product ideas that stick for the long term.

For Google:
Android - Acquired, not built in Google initially.
Youtube music - Clone of other known services.
Feb 16, 2021 • 11 tweets • 3 min read
Spawner companies.

Companies that leverage their income to spawn new ventures and expand their business.
A promising path to 100 baggers.

A summary (and some additions of mine) from a great @MohnishPabrai lecture 👇 Profitable companies have many options of what to do with their extra money:
- Pay dividends ( $AAPL )
- Shares buybacks ( $INTC )
- Expand current operations ( 90s $SBUX )
- Investing ( $BRK )
- Spawn new ventures ( $AMZN )