Senith Mathews @senith
Author, Teacher, Father, Husband, Founder @graduatetutor amazon.com/Senith-Mathews… Dallas, TX, Chennai, India Joined March 2009-
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Great advice. In my first 1-2 years reading these things, I read hundreds of shareholder letters, dozens of Mauboussin's articles, dozens of books, podcasts. Everything. Books and letters are the ones with the lowest returns. They mostly say the same thing over and over again. Technical accounting books and Mauboussin's articles, to some extent, travel a bit further. You do learn a few things you can then apply. However, nothing comes close to reading 10ks and 10qs. Not even conf call transcripts. SEC filings are messy, in lawyer language, and almost nothing is given to you. Everything needs to be figured out. The more of these that you read, trying to understand, the better. Reading filings is doing the work. You start building a mental database of businesses, start comparing how things went vs what you thought, and you stop fearing companies. You just read and think. Almost all details are there. It's surprising that in such a large industry, filled with brilliant people, you can still build an analytical edge by doing the old, unexciting work. Every time Buffett gets asked how he'd do it, if he had to do it all over again, he says: "I'd start with the As"
Beware: No shortcuts to deep understanding .
Every college syllabus should include these graphs. Use AI for homework, you will get it done faster and get a higher grade, and then get crushed on the exam.
Classic case of hedging in real life!
Savvy ice cream shop owner makes 43% of monthly rent betting on weather: 'If it rains, we still win' trib.al/4cfjpVl
@paulg How did you arrive at the 3 number!? Looks like they scored a zero in the final.
Great read on the impact of AI on the motivated and unmotivated.
Before AI, the standard teaching approach worked reasonably well for both motivated and demotivated students. Now you kind of have to choose. You can teach them to learn with AI and they'll be superpowered, but doing so makes assessment / grading near impossible. 1/
"Unless it's a top university, go to the cheapest one that you like." This is the right advice for those deciding on which college to attend when thinking about future employment Going to Boston University or Oberlin just won't matter h/t @auren
The AI crutch: ‘The crutch had made them confident and weak at the same time.’
A Wharton economist ran a randomized controlled trial on almost a thousand high school students in Turkey. The result was so brutal for the AI-in-education narrative that it had to be peer-reviewed by PNAS before people would believe it. Her name is Hamsa Bastani. She teaches
@paulg @david_perell #Stats 1o1: Classic example of ‘Correlation isn’t causation’! Require more evidence..
@aakashgupta Does writing on the iPad count as writing?
This is why!
Soy profesora universitaria hace once años. He tenido estudiantes brillantes, estudiantes que llegaron sin base y terminaron sorprendiéndome, estudiantes que prometían mucho y desaparecieron a mitad del camino. Hace dos semestres tuve al mejor estudiante que he visto en once
High time.
Harvard, apparently, is about to adopt a new policy to combat grade inflation. I devised my own anti–grade inflation policy 25 years ago. I’ve shared it with provosts and deans, to no avail. Here it is: The Muñoz Plan Against Grade Inflation The plan has three key components:
classic set up for a short squeeze! "More than half of Avis’s float was sold short at the start of April" wsj.com/finance/stocks…
Why economics 1-o-1 is so important in investing!
India’s weight-loss drug market just ran a live experiment in price elasticity. Novo Nordisk’s semaglutide patent expired 20 March 2026. Within 3 weeks: 15+ generics launched Cheapest at Rs 2,000/month (branded was Rs 10,000+) Novo cut Ozempic and Wegovy prices by 36-48%
@shagbark_hick I believe it is a fictitious problem. I homeschooled my children and they had no issues socialisation problems at all!
A city has slums. Two options: bulldoze and move residents to new housing, or upgrade the slum where it stands. New housing sounds better. Chile tested both for 20 years. It wasn't even close.
Why tutoring is so valuable!
.@pmarca on how to give your kid an unfair advantage
An excel model is like a bicycle. You can hire someone to ride your bicycle all day and then tell everyone how much use you get out of your bike. But the point isn’t that the bicycle gets ridden, it’s that you ride the bicycle.
Perspective shifting comments from Reed Hastings
Reed explains that the job of a board member is not to add value or give advice. It is to replace the CEO: "If the company falls apart, I will be part of replacing the CEO. That's basically the entire job. To have the confidence to do that, you have to learn the business. Board
Good advice in live and the corporate world!
One of the most bizarre things I observed at Shell was how someone would spectacularly fail at a $$$ project, and instead of being demoted or fired, the opposite happens. They get transferred to manage another high-visibility project or even get a promotion! It took me a long
A dying patient wrote herself a letter. I think about it often:
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