Howard: Some of the businesses that brent has identified are just like wild. But then when we go over it together, i see how incredibly profitable they are. In other words, that these are things that you've got to be able to see, literally,. with your own eyes, because you're going to need that street alpha. And people like howard, people like brent.
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