What This Is and Isn't
These are the rules of the game:
Lower your expectations. This is an outlet for sharing interesting things I find. Once in a while, I’ll have longer essays, interviews, and deep-dives. I probably won’t blow your mind, but I’ll try to expand it at least a little.
It's not just going to be about finance. I know most people who follow me on Twitter are into finance stuff. There's going to be a lot of that, but also other things. I'll label every section by topic, so if you want only finance, it'll be easy to read just that section.
It won’t be linear, feel free to jump around. Once in a while I may do a theme or narrative, but most editions won’t be like that. You can skim the sub-titles and scan the images and just read what grabs you.
I don't want this to feel like work. I want to be excited to add things to the next edition of the newsletter. The way to keep it like that is not to have a rigid schedule or format, or to feel like I have to write constant stock pitches.
I change my mind, I make mistakes. If you spot errors, factual or logical, please let me know (my DMs are open on Twitter, or you can “reply” to newsletter emails). If you read an old edition, it may contain things I no longer believe. Don't assume I'm a marble statue.
I’m not “qualified” for anything. Nothing here is investment advice or medical advice or interior decorating advice. I’ve never studied or worked in finance, or most other things I write about ¯\_(ツ)_/¯
If that sounds good to you, join the fun:
Liberty @LibertyRPF35: Fred Liu's Good Year, Nvidia's 10x Video Compression AI, GPUs Colonizing the Cloud, Claude Shannon Letdown, and Minion Capital Interview (also: Whole Foods to Buffett? Microsoft & Google rebranding, older founders, DDR5, CDC, NZ, etc) (thx 1,645 subs) https://t.co/YaapUrl7a1
Liberty @LibertyRPF𝕊𝕡𝕖𝕔𝕚𝕒𝕝 𝔼𝕕𝕚𝕥𝕚𝕠𝕟 #𝟙: Interview with David Kim a.k.a. Scuttleblurb (@scuttleblurb -- https://t.co/icXTXqbr7p): 🍪 https://t.co/N464nfqqsV
Liberty @LibertyRPF70: Texas Instruments & Hooters' Child, Elfenbein’s 2021 Buy List, Reverse Engineering Pfizer, Shomik on Enterprise Software, Germany, and What Future for Villeneuve’s Dune? $TXN $CRM $RICK $APRN $PFE https://t.co/uCGShqmKOT