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Kinda crazy that Wall Street went around talking about how VCs have no valuation discipline... and then they broke the stock market during the apocalypse.

First new article on Investor Amnesia in almost a year. A quick dive into a 19th century rally that is even more illogical than the recent returns on Hertz shares. Rubbish rallies are nothin new! investoramnesia.com/2020/06/10/rub…

Financial History: Sunday Reads • A Short History of the Bear • Mrs. Ponzi • Insull & Enron: The Fall of Energy Icons • The Quality of Underwriters • The Greatest Fraud of the Century? • Media Coverage and Stock Returns investoramnesia.com/2020/06/28/fra…

I published a new research piece for #bitcoin explaining why I’m currently bullish from a macro/generalist investor perspective, as part of a portfolio. Check it out here: lynalden.com/invest-in-bitc…

1/ Been reflecting on 10+ years on the buy side. A few observations....

1/ With all the recent buzz around SPACs, I thought I’d share my experience working on the IPO for Tesla (as junior analyst/glorified coffee fetcher) -- where I saw Elon Musk tear up the traditional playbook 10 years before anyone else was even questioning it. It worked. 👇

THREAD: 10 significant lies you're told about the world. On startups, writing, and your career:

My day job is growing startups. I've worked with a few hundred by now. Here's how to grow your podcast, newsletter, blog, YouTube, and Twitter. Hope this helps! A thread:

The Gamestop thing is a reminder that investing is not the study of finance. It's the study of how people behave with money, and sometimes those behaviors are incredible.

So many folks (esp. the media) are missing the complete backstory on $GME and how we got here. This has been simmering for over a year and the story behind it is great. I’ve been tracking this since September and devoured all of the details from the origin through today.

Worry less, wonder more.

So sad for Yale and the world to lose David Swensen. I had the privilege of working in his office for most of my time as an undergraduate and every summer in the mid-80s. I took his investments class the first year he taught it as endowment manager. A really warm human being.

Yesterday McKinsey & Company released their annual "Women in the Workplace" report in partnership with Lean In. Historically this report has provided an important benchmark on the role of women in the labor economy and the impact of macro and micro. Quick 🧵 wiw-report.s3.amazonaws.com/Women_in_the_W…

Einstein would bring up a series of gedankenexperiments to uncover inconsistencies in Quantum Mechanics. In a famous example he almost succeeded but Bohr found a flaw in his argument ironically because Einstein neglected general relativity. A 🧵 on the light box paradox 1/