🚨🚨Emerging manager opportunity🚨🚨. This spring's Emerging Manager Roundtable event hosted by MITIMCo will be expanded and improved. Like last year:.✅we will invite ~6 emerging manager stockpickers to spend a day at MIT to collaborate, help each other, and form a community.

would love to hear comments from people about why they answered what they did.

For those who manage stock portfolios for a living: would you be a better investor if you had worked for a while in an operating position, especially at a great company? . For those who actually did this (worked in an operating role before becoming a stockpicker): are you a.

(I’m interested in work/business applications of coaching but athletics and other areas can apply too of course).

What’s the best book/article/resource on coaching (at the individual level) that you’ve read?.

Follow up: what is your favorite tool for interacting with your own and public data once you get an LLM/chat interface access to your all the materials you want for a company/industry of interest? E.g. Glean, Deep Research, NotebookLM, etc?.

What is the best way to bulk download all SEC filings and all earnings call transcripts for a given company to rapidly upload to an LLM for a public company I’m researching? CapIQ? Bamsec? Quartr? None seem to make it easy.

You pay a price for your distinctiveness, and it requires hard work to maintain it. Very wise words from the 2020 Bezos letter.

Some other criteria: has to be quality businesses, net cash, ideally world’s best capital allocator sits on top.

Asking for a friend: let me know if you have any 55,000 bagger ideas.

Man are we parents of young kids lucky to have chatGPT. My daughter has been loving math problems lately but I was having trouble making ones that were hard but not too hard for a kindergartener - chatGPT did it for me and made them into a printable PDF with room for her to.

Any students who will be in Omaha this year - feel free to join us at this event! . I’m looking forward to meeting you.

18 year old up and coming tennis sensation Joao Fonseca recently said, after his first ATP title:. “Of course I want to be No. 1, of course I want to win Slams, titles,” he added, “but my dream is just to play tennis, and I am living it.”. That seems like a really healthy mix of.

Hardly anything more lovely than taking your kids to your childhood home. Watching them play in your play spaces, taking them to your favorite restaurants and parks, and enjoying time with their grandparents

She’s very excited to be able to get messages and call us.

POV: you got your 6 year old a Gabb smart watch and gave it to her on the morning of a family travel day

Got out for a jog in the woods tonight. Dark and cold, sure, but felt good all the same.

Deadline to apply for the emerging manager roundtable is Sunday! . Open to long only stockpickers with <$25 million AUM, any geography. More details in the below.

RT @joelmcohen: 🚨🚨Emerging manager opportunity🚨🚨. This spring's Emerging Manager Roundtable event hosted by MITIMCo will be expanded and im….

POV: You slept on a plane last night