Dispelling Big Investing Myths | Dan Rasmussen

[@CaleHeintz]

Another incredible piece. Great content. I just pre-ordered the book.

[@ExcessReturns]

Thank you!

[@GasMart623]

Will Dan make his book available on audible?

[@reneebuffington2014]

13:57 there’s not a heading on the leftmost column. What does it represent?

[@ExcessReturns]

Sorry about that. It is where the bond is trading relative to par value.

[@HepCatJack]

Some businesses are very predictable, one example are cities with large rivers before a bridge is built usually has a boat service that takes customers and their cars across the river. The earnings for this kind of business tends to be fairly stable unless something disrupts it such as a competitor or a bridge. A toll bridge would be a similar example.

[@lustgarten]

wow you upped your lighting game.

[@ExcessReturns]

Still a work in progress. It was a rainy day. Still working on it on bright days.

[@adamrumball2582]

19:45 25:48

[@JB-ty8vf]

Underestimates long-term Quality metric trends underlying individual Equities. Non ETF.

[@stevebach8620]

deal flow is a differentiator in private markets

[@claymanwayfaerer]

I think my ultimate issue with Verdad cap is that their analysis is based on aggregate data and that the analysis is “generally” true but if you have an idiosyncratic bet you honestly should ignore their analysis if you’ve done your homework and done some scenario analysis.

[@adamm2716]

the people in charge of europe don't even want europe to do well

[@BitsOfInterest]

The stock market isn't the economy and vice versa...

[@adamm2716]

@@BitsOfInterest lololol thanks for econ 101 refresher

[@fufutilgner2196]

coiuld you ask your european expert friend why there are so many countries in the european union having a higher gdp growth rate than britain !?!?!?! I love your view on the markets but on this one you are completely off...

[@IanSidden]

Right. Even if his statistic is correct (which is uncertain), it’s like saying that California should secede because its individual GDP growth is higher than the USA in aggregate, ignoring that different states have different growth rates.

[@ray_glaze]

Another candidate: "This time it's different."

[@Nemlv]

Can anyone be more wrong than this firm? Geeeeeeez bro. Name a single European company i interact with on a daily basis. I’ll wait

[@Nemlv]

All this research and still can’t understand socialism will lose 😅😂😂😂

[@fredpanhuizen3716]

Potentially Adyen in payment services. Otherwise not much. ASML, Novo-Nordisk and SAP come to mind.

[@Nemlv]

@@fredpanhuizen3716 exactly, and they both have vicious us competitors. The idea that us is irrationally outpacing global is a joke. Literally anyone successful or ambitious is drained to the US as well. Only an American would think this.

[@DollarsAndDad]

Availability bias in action here

[@DollyRanch]

every job I've worked at has used SAP and Siemens