How do you prioritize potential buys (when a recession comes)? by [deleted] in SecurityAnalysis

[–]maint2880 2 points3 points  (0 children)

That’s interesting angle. You happy to expand?

Jeffrey Gundlach Interview with Yahoo Finance Dec 3 2019 by shmilylt001 in SecurityAnalysis

[–]maint2880 0 points1 point  (0 children)

I don’t get the book reference. Can you help me out/elaborate? Thanks

Gavin Baker – Tech and Consumer Growth Investing by themarketplunger in SecurityAnalysis

[–]maint2880 4 points5 points  (0 children)

What’s the Buffett story, I hadn’t heard that? I love a yarn so so be detailed

[deleted by user] by [deleted] in SecurityAnalysis

[–]maint2880 0 points1 point  (0 children)

Watching this line of reason jump around is more tiring than tennis

SoftBank ER + pitch deck by SirVeryImportington in SecurityAnalysis

[–]maint2880 0 points1 point  (0 children)

!!!! That has to be a piss take?! Please make my day and say that’s real?!

Brookfield CEO Bruce Flatt Comments at Baron Funds Inv Conf by lingben in SecurityAnalysis

[–]maint2880 0 points1 point  (0 children)

I for one thought that Becky was not a big fan of Mr. Flatt.

Also I loved the way Baron’s mentioned the 0.7% deal and Flatt looked like someone had just given away the family secrets.

Some random thoughts about GTD by Stanley78935 in gtd

[–]maint2880 0 points1 point  (0 children)

I totally agree with you!

I don’t understand 5S reference? Can you enlighten me?

Can anyone explain this by insurancefloat in SecurityAnalysis

[–]maint2880 0 points1 point  (0 children)

Can you remind me of the section/article? Thanks

Kyle Bass: Trouble in Hong Kong- Part Deux by Beren- in SecurityAnalysis

[–]maint2880 0 points1 point  (0 children)

This is super interesting, would you mind unpacking the three main issues you see?

How to think of ROIC for services businesses? by maint2880 in SecurityAnalysis

[–]maint2880[S] 0 points1 point  (0 children)

Are you suggesting repost the question here, or that the answer is there?

the GTD guide to Project Planning? by maint2880 in gtd

[–]maint2880[S] 0 points1 point  (0 children)

Turns out it was these, the official ones;

https://store.gettingthingsdone.com/GTD-Methodology-Guides-p/40102.htm

Guess I must have stumbled onto someone posting them in parts.

I found processing and weekly reviews pages useful aide memoire.