i go out of my way to both follow and read people that i vehemently disagree with, because it keeps your mind flexible. It reminds you of your own blind spotsan we all have em. Sometimes there was a time in my life where it was hard to get people to talk to me because of my background. But now it's ike wa social. I can save my life. And i think a lot of people, i was looking at this to day on my phone, calculating it for fun, in the forty % of my contact list is people i've met from fintwit now. Amazinglind crazy.
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