When did you come away thinking, oh, maybe cramis not so right as fry 13 or four 18? That's usually when it happens. It wasn't until working with a guy named joe mager, specifically at m a g e r on twitter, that he sort of helped me crack my brain open on growth investing. So i just storted following along that path and started trying all sorts of different things. And yah, that's how it happened.
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