- The Idea Farm
- Be a Good Loser
Be a Good Loser
“Every bubble consists of a trend that can be observed in the real world and a misconception relating to that trend.”
- George Soros
Howard Marks wrote about what he believes is the optimal strategy in both investing and sports to achieve above-average long-term performance.
Facts & Figures
A new study estimates ~ 95% of people holding NFT collections are currently holding onto worthless investments. Source: dappGambl
On average, in U.S. cities with over 1 million people, 22% of land in the city center is used for parking.” Source: KTVX
The number of LinkedIn posts grew 41% from 2021 to 2023. Source: Business Insider
Advertising is 28% of Instacart’s net revenue. Source: Instacart’s S-1
Bank of America says interest rates are coming off 5,000-year lows. Source: Bank of America
The average monthly mortgage payment has risen from a pandemic low of $977 to $2,351. Source: Bloomberg
The cumulative flows and performance of TLT have a large divergence over the past year. Source: Bloomberg
Small-cap P/E’s have declined over the past 5 years. Source: Royce Investment Partners
The Russell 2000 Index represents the top 1000 companies by market capitalization in the United States. For illustrative purposes only.
Peter Thiel goes deep on investing, scientific stagnation, AI, culture, tech start-ups, and more.
Roger Ehrenberg of IA Ventures talks about his contrarian and opinionated view of how seed funds should operate, and how that's allowed him to generate 10x fund returns.
Brooks shares how to live and happier and more fulfilling life, which is the topic of his new book: Build the Life You Want: The Art and Science of Getting Happier.
WHAT ELSE IS HAPPENING
Meb Faber talked with Jon Hirtle about the evolution of the OCIO model over the past 35 years.
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