Podcast Notes Playlist: Latest Episodes

10-K Diver — Finance For Everyone (EP.101)


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Infinite Loops


Podcast Notes Key Takeaways
  • “We are deterministic thinkers living in a probabilistic world, hilarity or tragedy often ensue”– Jim O’Shaughnessy
    • Many of 10-K Diver’sTwitter threads point out the faults in deterministic thinking by analyzing mathematics and using first principles thinking to study financial concepts
    • We often ask the wrong questions – this thread is a great example
  • Studying history can save you from FOMO investing
    • In the 1900s, there were 200 car manufacturers. Obviously, only a few survived. Knowing this context can help you slow down your decision-making before rushing into the next hyped tech stock.
  • Always work through the numbers before ever opening your mouth
    • If you think you know something, write it out. You’ll more often than not realize that you’re not prepared to speak about it yet.
    • Intuitions can lead you astray from the truth and even your actual opinion on something
  • 10-K Diver thinks Warren Buffett’s and Charlie Munger’s buy-and-hold philosophies get overgeneralized, leading to misconceptions about their actual investment strategies


Read the full notes @ podcastnotes.org



As Chamath Palihapitiya put it back in April 2021, 10-K Diver is “one of the best fintwit accounts on Twitter.” 10-K Diver loves breaking down complex financial topics and helping people understand them via engaging Twitter threads.

You can follow 10-K Diver on Twitter at https://twitter.com/10kdiver and read all his threads at https://10kdiver.com/twitter-threads/

Show Notes:

  • Curating aggressively
  • Is there a long term plan?
  • Reasoning from the first principles
  • Volatility tax
  • Do markets have a memory?
  • Financial Independence, Retire Early (FIRE)
  • Mental models for investing
  • Premeditating
  • Jim’s GIF game
  • Is it a Lindy or a turkey?
  • The ‘Money Concepts’ show
  • Benefits and pitfalls of leverage
  • What’s next for the 10-K diver?

Books Mentioned:

  • Reminiscences of a Stock Operator; by Edwin Lefèvre
  • Happy; by Derren Brown
...more
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