I would have liked to have been there. My wife met him in a private setting a few years ago. The thing he pulled off that night swallowed their minds. I wasn't there, but she walked me through it dozens of times, and it's impenetrable. He's a peerless talent.
Posts by Ed Borgato
He's the devil.
Henry Singleton: "I believe in maximum flexibility, so I reserve the right to change my position on any subject."
Fintwit archive, 2013.
Fintwit archive, 2019.
It's almost as if there's a conspiracy to get you to interrupt the compounding. Math won't help - it might even hurt, as you reason yourself out. The game is in your head. Shout out to Ian Cassel.
From the hard-to-do file: If operating results validate your investment thesis, buy more as the stock goes up.
Character matters. It informs every act; shades every outcome.
Fintwit archive, 2016.
WB: "People get fearful en masse. Confidence comes back one at a time."
Price momentum breeds that confidence.
Fintwit archive, 2017.
I wouldn't feel comfortable or welcome as a member of either political party. But I will grant you Democrats, this: when one of your own commits a crime, engages in serious sexual misconduct, or is even too old to serve, you rightly show them the door. I'll take accountability wherever I can get it.
Fintwit archive, 2021.
Psychologist, decision scientist, Paul Slovic: "Those of us who spend our lives studying decisions... think a lot about the reasons for those decisions. But often the reasons aren't reasons, they're feelings."
Fintwit archive, 2014.
โThe presidency is not merely an office of power; it is an office of example...โ -- George Will
RIP Murray Stahl. Met him several times. Super interesting guy. My condolences to his family and the people at Horizon Kinetics.
www.accessnewswire.com/newsroom/en/...
Fintwit archive, 2018.
Ready for a National Championship game.
Arizona v Michigan Final Four ๐
UConn v Illinois warm ups.
Fintwit archive, 2015.
Sell side market strategist.
Birthright citizenship case: Of course, the legal principle underpinned by the 14th Amendment should be upheld. And of course, coming here to give birth is gaming the Constitution. I don't love that. But I worry less about people trying than I do about becoming a country where they don't try.
Fintwit archive, 2017.
"If destruction be our lot, we must ourselves be its author and finisher. As a nation of freemen, we must live through all time, or die by suicide." - Abraham Lincoln
Fintwit archive, 2021.
Don't borrow conviction.
This pandemic-era post is apt today.
Fintwit archive, 2016.
Have a good weekend.