Pinned Tweet
Patrick OShaughnessy @patrick_oshag Jan 15More
My 2018 annual investor letter, covering: -2018 performance -Whether the market looks attractive as of January 2019 -Factor performance during 2018 -Our vision for the long-term future of OSAM https://www.osam.com/Commentary/osam-quarterly-investor-letter-q4-2018 …
20 replies68 retweets637 likes
Reply 20
Retweet 68
Like 637
Direct message
Show this thread
Patrick OShaughnessy @patrick_oshag 9h9 hours agoMore
Recommended densities for the gathering space
3 replies11 retweets79 likes
Reply 3
Retweet 11
Like 79
Direct message
Show this thread
Patrick OShaughnessy @patrick_oshag 9h9 hours agoMore
The ideal sizes for gatherings, according to @priyaparker 6 - intimacy, high level of sharing, storytelling (eg YPO forums) 12-15 - more diversity of thought (King Arthur) 30 - buzz, energy, intimate, party feel 150 - event, but everyone can meet (tribe, Dunbar’s number)
7 replies22 retweets231 likes
Reply 7
Retweet 22
Like 231
Direct message
Show this thread
Patrick OShaughnessy Retweeted
Patrick OShaughnessy @patrick_oshag 22h22 hours agoMore
Patrick OShaughnessy Retweeted Patrick OShaughnessy
What is the best S-1 filing ever? (inspired by Zoom's interesting filing https://www.sec.gov/Archives/edgar/data/1585521/000119312519083351/d642624ds1.htm …)
Patrick OShaughnessy added,
Patrick OShaughnessy @patrick_oshag
What is the best software user manual / tutorial / instruction set / or FAQ you've ever seen? https://twitter.com/patrick_oshag/status/1105481970660700160 …
15 replies9 retweets112 likes
Reply 15
Retweet 9
Like 112
Direct message
Patrick OShaughnessy @patrick_oshag Mar 21More
Is there a good history of / analysis piece on Amazon Web Services?
21 replies5 retweets133 likes
Reply 21
Retweet 5
Like 133
Direct message
Patrick OShaughnessy Retweeted
modest proposal @modestproposal1 Mar 20More
Here's @ballmatthew with a deep dive into Disney+ and what it means for the company. Most compelling point to me is about broadening the scope of impact beyond just "it's their answer to Netflix". Fair assessment of the risks and challenges as well.
1 reply28 retweets171 likes
Reply 1
Retweet 28
Like 171
Direct message
Show this thread
Patrick OShaughnessy @patrick_oshag Mar 20More
Most valuable skills in the automated future: 1. Create and/or 2. Convince Pairs well with @bgurley framework: 1. Find your passion 2. Hone your craft 3. Develop mentors in your field 4. Embrace peer relationships in your field 5. Always be gracious and humble
10 replies99 retweets603 likes
Reply 10
Retweet 99
Like 603
Direct message
Patrick OShaughnessy @patrick_oshag Mar 20More
Patrick OShaughnessy Retweeted New York Post
Hey @laurenoshag its a good thing for you I wasn't single when this trend hit.
Patrick OShaughnessy added,
New York PostVerified account @nypost
Bella and Gigi Hadid make books the hot new accessory of 2019 https://trib.al/Z7AVv9x
13 replies3 retweets143 likes
Reply 13
Retweet 3
Like 143
Direct message
Patrick OShaughnessy Retweeted
Meb FaberVerified account @MebFaber Mar 19More
For the investment professionals out there. What belief do you hold that the vast majority of your peers (75%+) do not share? Here's a few of mine in no particular order....apologies for offending everyone in advance!
323 replies184 retweets1,094 likes
Reply 323
Retweet 184
Like 1.1K
Direct message
Show this thread
Patrick OShaughnessy Retweeted
Geoffrey Batt @geoffreysbatt Mar 19More
Nov 1973-Feb 1990 Taiwan's stock index returned 3303% in USD (excluding divs; annualized return = 24.1%). Everyone wants that return. Let's see what it took to get it. The following is a thread on historic equity re-ratings. /1
2 replies26 retweets71 likes
Reply 2
Retweet 26
Like 71
Direct message
Show this thread
Patrick OShaughnessy Retweeted
The VergeVerified account @verge Mar 19More
Nvidia’s latest AI software turns rough doodles into realistic landscapes https://www.theverge.com/2019/3/19/18272602/ai-art-generation-gan-nvidia-doodle-landscapes …
40 replies591 retweets1,629 likes
Reply 40
Retweet 591
Like 1.6K
Direct message
Patrick OShaughnessy @patrick_oshag Mar 19More
My conversation with @AnnieDuke on how to improve decision making. We cover: -setting one's own "rules of the game" -the anatomy of a decision -ignoring contaminated outcomes -ego's role -the best decision Annie has made http://investorfieldguide.com/annie/
17 replies42 retweets281 likes
Reply 17
Retweet 42
Like 281
Direct message
Patrick OShaughnessy @patrick_oshag Mar 18More
Talk about understanding the “job to be done.” Wonderful story on Buc-ees convenience stores. “Clean, Friendly, and In Stock” https://www.texasmonthly.com/articles/buc-ees-the-path-to-world-domination/ …
3 replies5 retweets47 likes
Reply 3
Retweet 5
Like 47
Direct message
Patrick OShaughnessy @patrick_oshag Mar 18More
Patrick OShaughnessy Retweeted Bill Gurley
I particularly loved #4 on the upside of sharing ideas & best practices with peers and #5 on being gracious and humble “because its the right thing to do and will keep you from being an asshole when you are successful” A great talk
Patrick OShaughnessy added,
Bill GurleyVerified account @bgurley
This past fall, I had the opportunity to give at presentation at @UTexasMcCombs on the topic of pursuing your "dream job." Many years in the making, I hope it is helpful to those that are navigating their career journey. https://youtu.be/xmYekD6-PZ8
Show this thread
0 replies3 retweets67 likes
Reply
Retweet 3
Like 67
Direct message
Patrick OShaughnessy @patrick_oshag Mar 18More
Tomorrow
20 replies2 retweets83 likes
Reply 20
Retweet 2
Like 83
Direct message
Patrick OShaughnessy @patrick_oshag Mar 18More
This is Zack's description of Walmart's "algorithm" to give an example of what I meant above. This is important for another reason: if you get this right, capital allocation choices get easier (though still require additional thinking) because they tie back to the algorithm.
5 replies2 retweets57 likes
Reply 5
Retweet 2
Like 57
Direct message
Show this thread
Patrick OShaughnessy @patrick_oshag Mar 18More
Patrick OShaughnessy Retweeted Patrick OShaughnessy
A thought I had while reading this: the role of a CEO is 1) design the company's "algorithm" 2) build the company's culture and 3) recruit the best people possible using 1) and 2)
Patrick OShaughnessy added,
Patrick OShaughnessy @patrick_oshag
One of the best business reads of the year by @zackkanter on Walmart and Amazon. https://zackkanter.com/2019/03/13/what-is-amazon …
9 replies45 retweets325 likes
Reply 9
Retweet 45
Like 325
Direct message
Show this thread
Patrick OShaughnessy @patrick_oshag Mar 18More
Patrick OShaughnessy Retweeted Patrick OShaughnessy
What is the best software user manual / tutorial / instruction set / or FAQ you've ever seen?
Patrick OShaughnessy added,
Patrick OShaughnessy @patrick_oshag
Person _____ is now 35 years old and starting with small capital base and you give them money to maximize return for the next 30 years. Who do you pick? (h/t to @michaelbatnick and @awealthofcs for the idea) …
32 replies2 retweets42 likes
Reply 32
Retweet 2
Like 42
Direct message
Patrick OShaughnessy @patrick_oshag Mar 18More
One of the best business reads of the year by @zackkanter on Walmart and Amazon. https://zackkanter.com/2019/03/13/what-is-amazon …
0 replies30 retweets298 likes
Reply
Retweet 30
Like 298
Direct message
Patrick OShaughnessy @patrick_oshag Mar 18More
Patrick OShaughnessy Retweeted ᴅᴀᴠɪᴅ ᴘᴇʀᴇʟʟ ✌
This was great. Looking forward to the other 4.
Patrick OShaughnessy added,
ᴅᴀᴠɪᴅ ᴘᴇʀᴇʟʟ ✌ @david_perell
Goal for 2019: Write 5 long essays. And guess what... essay #1 is done!…
Show this thread
1 reply3 retweets35 likes
Reply 1
Retweet 3
Like 35
Direct message
Find people you knowImport your contacts from Gmail
Connect other address books
Canada trends · ChangeChange trend settings
Kerber
3,487 Tweets
Mike Smith
1,042 Tweets
Pettis
28.5K Tweets
Bianca Andreescu
#SexualPositionMusic
Gaudreau
Most valuable skills in the automated future: 1. Create and/or 2. Convince Pairs well with @bgurley framework: 1. Find your passion 2. Hone your craft 3. Develop mentors in your field 4. Embrace peer relationships in your field 5. Always be gracious and humble
Sounds like #Ikigai
No comments:
Post a Comment