Jamie, what do you think about warran buff at for jeff bazos? i wouldn't say i'm acknowledgeable not to have a strong opinion in this fight. I always say that action without knowledge is foolish. Knowledge without action is futile. But yei mean, a lot of admiration for those guys and women who can just think on it's not only their ability to think clearly, it's their ability to act on those thoughts.
Our guest this week is Liz Hall, an investor who burst onto Financial Twitter with a hundred tweet thread on her ‘hot takes’ in finance. In this episode, we discuss:
- Her unique background and introduction to investing.
- The power of narrative and emotion in investing.
- The importance of dispassionate analysis.
- Capital allocation.
And much more. You can find Liz’s super thread here: https://twitter.com/LAForeverHall/status/1205981236960714754?s=20