"Yesterday could probably have started better"
Thank you for these amazing work Liberty!
Is there any post or deep dived to learn more about Constellation and what do they do? I did skim through your past notes about them. Thank you and appreciate it.
Thanks for the kind words!
This twitter thread compiles some sources:
https://twitter.com/SleepwellCap/status/1362080167976259587
I'd start with the shareholder letters from Mark Leonard and transcripts of the annual meetings, and maybe this post:
https://www.the10thmanbb.com/investment-ideas/csutsx
Cheers! 💚 🥃
'I Need Never Get Old' (Nathaniel Rateliff & The Night Sweats) is a personal favorite. https://youtu.be/-2hxU4UG3dA
A good way to conceptualize CO2 production is to associate it with the mass/volume of fuel:
https://ecoscore.be/en/info/ecoscore/co2
Yeah, I love that track too. "Wasting Time" is another quite good one.
Thanks for the link, will check it out!
Thank you for these amazing work Liberty!
Is there any post or deep dived to learn more about Constellation and what do they do? I did skim through your past notes about them. Thank you and appreciate it.
Thanks for the kind words!
This twitter thread compiles some sources:
https://twitter.com/SleepwellCap/status/1362080167976259587
I'd start with the shareholder letters from Mark Leonard and transcripts of the annual meetings, and maybe this post:
https://www.the10thmanbb.com/investment-ideas/csutsx
Cheers! 💚 🥃
'I Need Never Get Old' (Nathaniel Rateliff & The Night Sweats) is a personal favorite. https://youtu.be/-2hxU4UG3dA
A good way to conceptualize CO2 production is to associate it with the mass/volume of fuel:
https://ecoscore.be/en/info/ecoscore/co2
Yeah, I love that track too. "Wasting Time" is another quite good one.
Thanks for the link, will check it out!