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Bluegrass Capital

@BluegrassCap

Student of business models. Player of infinite games. Lets build something together.

 Nashville / NYC
Joined May 2014
  • Tweets49.3K
  • Following373
  • Followers43.7K
Replying to @u_plus_k @InvestmentTalkk @PythiaR @bizalmanac @S_curvecap @Cashflow_Cowboy @buccocapital @WTCM3
@u_plus_k @InvestmentTalkk @PythiaR @bizalmanac @S_curvecap @Cashflow_Cowboy @buccocapital @WTCM3
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teapaw.org/WallSt_Dropout/status/…
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Time to steal some things youtu.be/Y5OJmNmmhV4
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Process knowledge. Equally applicable to the diffusion of technology as to the fragility of an investor. Industrial design without manufacturing is like an ETF without first principles ability: a trade between capital efficiency versus longevity. danwang.co/how-technology-gr…
Image from Bluegrass Capital (@BluegrassCap)
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youtu.be/ZrjSqK7xPLE
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Replying to @Lizquidity
youtu.be/Cx3QmqV2pHg
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teapaw.org/lockedupcap/status/133…
Locked-Up Capital (@lockedupcap) profile pictureLocked-Up Capital
@lockedupcap4 Dec 2020
Old school Bluegrass vs Puru would be a fintwit cage match for the ages
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My co-CIO debating the reinvestment opportunity
Image from Bluegrass Capital (@BluegrassCap)
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The two types of growth
Image from Bluegrass Capital (@BluegrassCap)
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teapaw.org/LT3000Lyall/status/133…
Lyall Taylor (@LT3000Lyall) profile pictureLyall Taylor
@LT3000Lyall21 Nov 2020
Replying to @LT3000Lyall
The real reason Buffett didn't buy is he knows how to do math, and the mathematics of compounding and DCF valuations, much much better than the average growth punter that determine the success or failure of their judgment by the share price, rather than cash flows out vs. in.
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