1 year ago, I wrote my first Twitter thread.
100 threads and 70,000+ words later, I’m just getting started.
10 favorites (on business, finance, mental models, and life):
#1 - Competitive Advantages
10 competitive advantages that don’t require talent.
(Note: This may be the subject of a future book...)
#2 - The Feynman Technique
A method for learning through teaching.
Complexity and jargon are often used to mask a lack of deep understanding.
Find beauty in simplicity.
#3 - Warren Buffett’s Wisdom
10 lessons for life from the Oracle of Omaha.
#4 - 5 Powerful Mental Models
A thread of threads with 5 powerful mental models to help you think clearly and outperform in an ultra-competitive world.
First Principles
Second-Order Thinking
Circle of Competence
Occam’s Razor
Compounding
#5 - Breaking Down the GameStop Saga
Demystifying the underlying mechanics of the $GME saga.
Short squeezes, gamma squeezes, and much more...
#6 - The Cantillon Effect
A framework for understanding the relationship between “money printing” and wealth inequality.
The flow path of new money matters...
#7 - Morris Chang & TSMC
The inspiring story of an overlooked 52-year-old semiconductor executive who would go on to change the world.
A thread serving up business inspiration with a side of geopolitical tension...
#8 - The Fight Against Normalcy
A powerful lesson for life from Jeff Bezos’ final letter to Amazon shareholders.
#9 - Memento Mori
Remember your mortality.
A powerful philosophical tool for finding clarity and purpose in your life.
#10 - A Thread on Markets
And last but not least, the thread that started it all.
Using storytelling to explain the impact of intervention in markets.
So those were my 10 favorites from Year 1. I’m just getting started on my journey to simplify the complex and demystify the world of business and finance. Thank you to everyone who has joined me. Y’all are amazing! And if you haven’t joined me, what are you waiting for?!
If you are interested in learning more about how to build an audience on Twitter or for your newsletter, I would encourage you to apply for my friend @Julian and my audience building course, which will take place June 1 and 3.
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Stay happy, stay healthy, and always stay curious!