Dream Dust By Langston Hughes Gather out of star-dust Earth-dust, Cloud-dust, And splinters of hail, One handful of dream-dust Not for sale. Langston Hughes had a gift for distillation that like Shakespeare he often achieved with an

If they can train you to do it, they can train a machine to do it.

Send this to someone and say nothing.

Don’t just buy a stock for its assets. The business must be good. Hidden value won’t help if the business is bad.

Conviction means trusting your assessment of intrinsic value

"The very idea of freedom of expression is to allow someone to tell others things they do not like to hear." - Nassim Nicholas Taleb #freedom

Net-net investing in Japan with a twist. Borrow yen at low rates (1–2%) and invest in high-yielding Japanese net-nets. These stocks have dividend yields of 4-6% and create a spread on cheap debt. And Tokyo's value unlocking reforms further increase stock appreciation.

$PLTR PALANTIR SURPASSES SAP IN MARKET CAPITALIZATION We also hit $147.67 today, a new all time high. Software that dominates 🚀

The United States should authorize a pre-emptive strike on Canada Not because they are at risk of acquiring nuclear weapons But because I do not like Canada

The godfather of valuation dropped a 30-minute investing masterclass

How to distinguish Asian languages [📹realromanvice]

A great day in my life ,Made it to the New York Basketball Hall of fame with my guy Rod Strickland, and my guy Mike !!! 💯

While the big ugly bill is attempting to destroy clean energy and transportation, not a whiff of taxing carried interest. The biggest tax scam out there…

open.substack.com/pub/palantirbu…

PE portfolio companies are smaller, more leveraged, pay higher interest rates, and have lower margins than public companies.

“If there was only one university in the world I could hire from, it would be the IITs.” -Bill Gates With 1.3 million kids applying for one of 18,160 seats, the Indian Institutes of Technology (IITs) are the toughest undergrad engineering program to get admitted to. The admit

For more information on this approach I highly recommend reading David Flood's blog. elementaryvalue.com He was once very active on Twitter as Shinobi. Hopefully he comes back 🙏

Exceptional Opportunities for Small Retail Investors. Why Japan, Why Now? The “Prime” listing rules call for explicit payout policies. The 2030 delisting threat means that even management teams that dislike change must still adapt to it. Japanese firms hoard cash. The sweet spot