Twitter Threads

Company-Specific Threads

1. Sea Limited (Garena, Shopee, SeaMoney)
2. Alibaba (Tom Russo, Rob Vinall)
3. Crowdstrike (Products, deep dive)
4. Affirm
5. Facebook (Q4 21)

Podcast/Book Notes

1. Mohnish Pabrai Lecture at Boston College
2. Mohnish Pabrai Lecture at UCLA
3. Q&A with Radhika Gupta & Mohnish Pabrai
4. Yen Liow’s interview with Ted Seides
5. Top podcasts to follow
6. The Happiness Expert
7. Naval Ravikant interview with Tim Ferris
8. Terry Smith’s Investing for Growth & 2022 ASM Notes
9. 7 Powers by Hamilton Helmer
10. 10 Lessons from Jeff Bezos on Investing, Business and Life
11. Marathon Asset investing framework
12. Key Insights to Buffett’s letters
13. Anthony ‘Tony’ Deden
14. Lessons from Howard Marks
15. Book recommendations
16. Buffett’s letters (1977-2020, 2021)
17. Charlie Munger’s Daily Journal AGM (2021)
18. 10 Investing Gems from Peter Lynch
19. Bill Ackman (Early Success)

Investing Concepts

1. P/E Multiple
2. Scaled Economics Shared by Nick Sleep
3. 9 free investing tools
4. Lessons from top investors
5. Optionalities Framework
6. Twitter University
7. Traits of great investments
8. Top Youtube channels
9. Lesson from selling too early
10. Lectures from fund managers
11. How Buffett Uses Options

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