$INV: “Journalism actually existed as a potent & brave force that sought to protect individuals from institutions.” | Mar 2020

It never occurred to me that folks who can’t remember the 1970s have no idea that journalism actually existed as a potent & brave force that sought to protect individuals from instutions rather than reflexively doing the reverse. Let me just say this: journalism was inspiring. — Eric Weinstein (@EricRWeinstein) March 10, 2020

$INV: “Finally got aggressive buying high quality compounders and taking net exposure up.” | Mar 2020

Finally got aggressive buying high quality compounders and taking net exposure up. Dominant infotech stocks are not going to be meaningfully impacted by corona and were panic sold all afternoon. Not calling a bottom but am calling a “>18% IRR opportunity”. Me all day long… pic.twitter.com/eCN2WXk4wR — Charlemagne (@Charlemagne310) March 9, 2020