Redshirt Research | Investing & Business
@redshirtet
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Daily insights into investing, business, tech and AI. Former engineer, tech guy, SaaS entrepreneur turned private investor.
Joined July 2014
In a weekend and week like ours w/ the advent of #DeepSeek, it might be a good story to investors about a great example of investing in #tech from Berkshire Hathaway. In a nutshell: Too much tech, not enough economics. A lesson from Charlie Munger 🧵of Berkshire in its early days. #investing #AI $BRK $BRK.b $BKR.a $DJCO #CharlieMunger #WarrenBuffett
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One of the best #investing books I've read -- ever.
It's been a year since Charlie Munger passed away and I still keep Munger's wisdom close by listening to @MohnishPabrai. Thanks Mohnish for this wonderful book recommendation by Pulak Prasad called: "What I Learned About Investing from Darwin." The ONE principle that really drove it home and how you can apply it to, when thinking of your investments 🧵⤵️ #Investing #Finance #Convergence #CharlieMunger #valueinvesting #mimickry #stock #trading #investment #investing #mohnishpabrai #pulakprasad
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State of AI in use in different jobs:
@AnthropicAI's latest study on AI’s economic impact on the #FutureOfWork is a must-read. The research shows that nearly 50% of #AI usage is concentrated in software development and writing tasks. (Not surprising.) Beyond that, 36% of occupations use AI for a quarter of their tasks, showing its growing presence across industries. A 🧵 on the rest of the findings:
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Future of Work report w/ AI:
@AnthropicAI's latest study on AI’s economic impact on the #FutureOfWork is a must-read. The research shows that nearly 50% of #AI usage is concentrated in software development and writing tasks. (Not surprising.) Beyond that, 36% of occupations use AI for a quarter of their tasks, showing its growing presence across industries. A 🧵 on the rest of the findings:
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@firstadopter We once again are reminded in real-time, that all commerce is built on: confidence.
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RT @naval: To build product, “make something people want.” To create art, make something *you* want. (The best do both).
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Are #SovereignDebtCrisis a grey swan event?
The official budget deficit in Jan. 2025 was $126.8 billion, 43% above expectations, almost 500% higher than Jan. 2024. The fiscal situation is deteriorating rapidly. 2025 will likely see the biggest annual rise in the national debt in history. Then, 2026 will break that record.
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@tj_terwilliger It's the best. I love it. Some of the best investors I know beat Wall Street. I guess it's not truly that hard.
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On days when #Inflation 📈report cards come in, everyone and their mother loves to chime in on the #macro. I won't lie, it gets to me too 🙋♂️. What happens in the bond markets is vital. But does it matter in the long run? It does if you think there aren't further shoes to drop. Some would say that the inflation report today are already known risks. But how do you account for ALL the risks!? I try to take my cue from these points from the best 🏆#investors. 👀👇
A lesson that I'm learning fresh from the talk of #tariffs and the threat of #tradewars on our heels: Macro is what we deal with. Micro is what we deal in. This is a heuristic that some of the greatest investors of our time: Li Lu, Charlie Munger, and Warren Buffett employ. Let’s unpack why they live, a 🧵⤵️
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Here is how you truly buy and hold:
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