Drew Dickson
@AlbertBridgeCap
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Musings on behavioral finance, stock-picking, and other stuff. Views expressed do not represent those of Albert Bridge Capital LP.
Joined September 2017
Given all this market turmoil, these are our latest thoughts. Hope it is helpful.
albertbridgecapital.com
I will try as always to be objective here, but maybe some bias will be revealed in the process. I hope not, and I am sure you will let me know if I do. Given how politically charged things can be...
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RT @kennykhoang: wow. this was a powerful read on:.1. the human spirit.2. what not giving up looks like.3. kindness of others. Most compel….
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Forgot to post this one yesterday. A much needed great weekend it has been.
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Mike Tyson and Floyd Mayweather agree to a 2026 exhibition fight. Unbelievable clash!
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Incredible lunch at the best restaurant in London with my man @vitaliyk and his amazingly together son Jonah!! Only time I could get V to smile for a picture was when the burrata with truffles showed up!!
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RT @dougboneparth: The adult version of ‘Head, Shoulders, Knees, and Toes’ is ‘Wallet, Glasses, Keys, and Phone’.
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Build a Bear Workshop has outperformed pretty much every stock in the last 5 years, including Palantir and Nvidia
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CONSERVATIVE WISCONSIN SUPREME COURT JUSTICE WILL NOT SEEK REELECTION NEXT YEAR. Conservative Wisconsin Supreme Court Justice Rebecca Bradley announced that she will not seek reelection next April. Bradley was first appointed to the court by Gov. Scott Walker (R) in 2015, and
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RT @AlbertBridgeCap: Quiz Question of the Day. My name is Bill. I am from West Lafayette, Indiana. There are about 350,000 bands in the US,….
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Beautiful.
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Parenting words to live by.
The best parenting lesson I ever received was from a single interaction with my dad when I was 12. I had tried out for this baseball all star team. The results came out and the coaches called to say they were taking 16 players and I was the 17th on the list. I didn't make it. I.
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Introducing ColonBroom GLP-1 Booster: Support your GLP-1 hormone, manage appetite, and promote healthy weight with ingredients designed for real results.
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This is pretty close to being exactly right.
Top 20 Greatest @NBA Players of All Time. 1. Michael Jordan 🐐.1b. Kobe Bryant 🐐.3. Kareem Abdul-Jabbar.4. Wilt Chamberlain.5. LeBron James.6. Magic Johnson.7. Tim Duncan.8. Steph Curry.9. Shaquille O’Neal.10. Julius Dr. J Erving.11. Larry Bird.12. Hakeem Olajuwon.13. Kevin
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I still do.
For a ridiculously long period of time in the late 90’s, this is how every dude greeted each other
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A very good piece from my friend Chris Dyer. On analysts, portfolio managers, and market observers. What makes us all tick, and how might we mitigate our biases.
eatonvance.com
“One of the keys to long-term investment success is understanding how portfolio team members think—not just how markets move,” says Chris Dyer, Co-Head of Eaton Vance Equity. We’ve built a systematic...
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RT @MrJPL: “If we’re not there already, we are close to the fervour stage. Markets are wildly optimistic. No one wants to think about the d….
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“When they built the railroads in the 1880s, the equity values initially went nuts until reality set in, same story for radio stocks in the 1920s, and ‘dot-coms’ in the 1990s,” Dickson added. “We will reach that stage with AI that we’ve seen time and time again. FT Link Below.
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"The fact is that not everyone can win, and spending on AI is not necessarily a panacea.". Good article by @sjhmorris in the FT this morning.
ft.com
Earnings reports of major players show how artificial intelligence services are boosting revenues
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Hydrate. Hustle. GO!.CELSIUS HYDRATION - The ultimate hydration for every move. CELSIUS. LIVE. FIT. GO!
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Fun fact: Southern Chile is due east and due west of, Chile.
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RT @dollarsanddata: My book, The Wealth Ladder, is now available:.
amazon.com
Do you feel stuck financially? Are you working more, trying to spend less, yet still not seeing results? If so, the issue isn’t your effort—it’s your approach. This is where comes in. It’s not a...
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This was excellent stuff from @RPSeawright .
Strong-Link Problems, by @RPSeawright. The first of two parts on living a fat-tailed life.
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