Vice President @osamresearch

Manhattan, NY
Joined July 2018
Thomas J Farrell retweeted
50 Timeless @naval quotes visualised :
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42 Rules for Life:
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2021 was an exciting year for Canvas. Here are the highlights: osam.com/pdfs/2021_Year_in_R… We continue to see a daily increase in traction, and we’ve never been more excited to further build the leading Custom Indexing platform. Onward.
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Weekly Quicktake: Equity markets moved higher as the week progressed, breaking the recent trend of weakness surrounding recent developments with monetary policy and the Omicron COVID-19 variant. Read thread below 👇
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ICYMI, The Holiday Fireside Chat between @balajis and @twobitidiot is available now on our Youtube channel! Watch now: youtube.com/watch?v=bUoY9z-B…
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Weekly Quicktake: Equity markets moved lower as the week progressed, continuing to process the recent developments with monetary policy and the Omicron COVID-19 variant. Read thread below 👇
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Weekly Quicktake: Ahead of Thanksgiving week, U.S. Large Caps saw strong performance versus International and Small Cap markets. Read thread below 👇
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Last time we shared information on the traction we'd seen for Canvas, the first custom indexing platform, we'd crossed $1B with 9 partner firms Today, we crossed $2B, and have 27 partners So proud of the team, and thankful to our partners! canvas.osam.com/Commentary/B…
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Thomas J Farrell retweeted
Monday morning meditation: almost everything is a “meme.” National borders, fashion, any form of identity, money, almost everything we desire, all “mimetic.” Rene Girard’s “mimetic theory” is the single most useful social science model I’ve encountered. /1
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Weekly Quicktake: Equity markets were down by Wednesday afternoon, eventually working back towards breakeven. Read thread below 👇
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Weekly Quicktake: Markets continue to move higher as we head through the 4th quarter. Read thread below 👇
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Weekly Quicktake: With the first month of Q4 gone, markets continue to trend higher. Read thread below 👇
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Weekly Quicktake: Markets continue to grind higher to start the 4th quarter. Read thread below 👇
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Weekly Quicktake: Markets remain on a choppy move up to start the 4th quarter. Read thread below 👇
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In April, we launched Business Breakdowns to dive deep into a single company with investors and operators that know it best. 30 businesses in, let’s recap what we’ve found.
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Weekly Quicktake: Markets remain choppy to start the 4th quarter, moving higher to end the week. Read thread below 👇
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Weekly Quicktake: Equity markets were down throughout the week, continuing recent weakness and moving lower as the week progressed. They reached a low point Friday morning before recovering ~1.5% as the day progressed. Read thread below 👇
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Weekly Quicktake: Equity markets were down big on Monday, continuing the previous Friday’s weakness, but closed positive for the week. Equity markets broke >5% below early Septembers ATH’s before recovering ground as the week progressed. Read thread below 👇
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Weekly Quicktake: Equity markets continued last week’s trend moving lower by the end of the week. Read thread below 👇
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