Nicholas Jones, MD
@NicholasJonesMD
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Physician • Investor • Posting thoughts, quotes and retweets sometimes related, sometimes unrelated.
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Joined August 2010
Two Thoughts. 1. When you are content, you cannot be seduced. 2. Incentives drive human behavior.
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Time is alpha.
To achieve a multi-bagger in the portfolio, you have to hold a multi-bagger in the portfolio. You will have to hold while the stock 2-3-4x in a year. You will have to hold as the stock eventually pulls back 50% from its highs. You will have to hold as the stock goes nowhere.
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❤️❤️❤️.
.@jimmycarr:. In your 20s you worry about what everyone thinks of you. In your 30s you say “I don’t care what anyone thinks of me.”. In your 40s you realize they weren’t thinking about you the whole time.
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The iron law of oligarchy .The Machiavellians - James Burnham
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What drive entrepreneurial success is having the skills that are relevant in time to solve the problems of that moment in time. - Ken Griffen.
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Words and presence are innate, and can be your alpha . The right words, the right presence makes all the difference.
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The arbitrage is in how a physician tailors recommendations and advice to patients. While there may be several ways to do something, with guidance the best way often becomes clear.@DutchRojas @realdocspeaks.
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Power is in the invitation. When someone invites you . It’s usually on their terms.Or they have accepted you and your terms. In either case you know where you stand and you can actually have a set of realistic expectations.
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Machiavellians do not accept at face value what people say, think or write. Whether it is the speech or letter or book of an individual, or public document such as a constitution or set of laws, Machiavellians treat it as only one fact among the larger set of social facts, and.
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When your peers ask for your advice and opinion—you’ve arrived.
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The reward of your career for a lot of people is a thank you (from the company and stakeholders) and retirement.
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The formal meaning serves as an indirect expression of the real meaning—that is, of the concrete meaning of the political treatise taken in its real context, in its relation to the actualities of the social and historical situation in which it functions. But at the same time that.
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Like herds of sheep, schools of fish—X reveals humanity’s restless jostle. Most drift aimlessly. You are them; they are you
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