I love it because, honestly, if want to know, one of the secrets of being a really, really successful investor is knowing the difference between those two. So i say that narrative follows price, not the other way around. People look at me like i' ie just declared that satan is now ruling the earth. Because so many people, they've been sold. And i just have aa really hard time with people who think that you can weave a little narrative around. It's like putting lipstick on a pig. It's still a pig, and it's now pissed off because you've smeared its face with make up. That would be a great title for a book for
As Chamath Palihapitiya put it back in April 2021, 10-K Diver is “one of the best fintwit accounts on Twitter.” 10-K Diver loves breaking down complex financial topics and helping people understand them via engaging Twitter threads. You can follow 10-K Diver on Twitter at https://twitter.com/10kdiver and read all his threads at https://10kdiver.com/twitter-threads/ Show Notes:
- Curating aggressively
- Is there a long term plan?
- Reasoning from the first principles
- Volatility tax
- Do markets have a memory?
- Financial Independence, Retire Early (FIRE)
- Mental models for investing
- Premeditating
- Jim’s GIF game
- Is it a Lindy or a turkey?
- The ‘Money Concepts’ show
- Benefits and pitfalls of leverage
- What’s next for the 10-K diver?
Books Mentioned:
- Reminiscences of a Stock Operator; by Edwin Lefèvre
- Happy; by Derren Brown