I want to build a working thread of the best timeless investing content on the internet. Feel free to add your favorites 👇👇

New pod is up! - 13-Fs - First 12 hours on a stock, snap judgements - $NKE $SBUX $ULTA - $CVNA - Momentum and value - Defense stocks - $OTCM and much more 👇👇👇

Geoff Gannon seems like such a rational thinker. Really enjoy listening to him.

The most held stocks by hedge funds. No surprises here.

Presented without comment

Norbert Lou takes the meaning of portfolio concentration to a new level

Builders FirstSource has repurchased 45% of its shares over the past three years. The stock's 3Y CAGR total return is 50%! A cannibal that would make Munger proud. $BLDR

New pod is up! Lots of topics covered... - New Bid for Paramount - $AAP/ $AZO: Capital Allocation Differences - Fixing a Declining Business - Cannibal Stocks - Is Dave and Busters ( $PLAY) cheap? - Supplier Concentration in Theaters - B2C vs. B2B - High FCF and Negative NI:

Loving that we're back to longer episodes. 21 minutes short of the 2 hour threshold. We're getting there. $GEOFF

YouTube co-founder Jawed Karim's first email regarding YouTube's idea is going viral

This little device literally just saved my son’s life. I was in my home office when I hear both my wife and oldest son yelling for me frantically. I bolted for the kitchen and saw my son choking and face turning bright red. Thanks to my wife using this handy tool, the

People often recommend the book *Titan* to learn about John Rockefeller, but I rarely see anyone mention *The 38 Letters from J.D. Rockefeller to His Son*. It’s a great and very personal book! amazon.com/Letters-J-D-Ro…

Yesterday marked the official end of the longest 2/10 yield curve inversion in over 50 years. What a slog that was!

Never, ever forget... Buffett backing up the truck from 8x to 18x, dumping shares near 34x. $AAPL Apple