Rihard Jarc
In the dot com bubble, $CSCO's EV/EBITDA multiple was over 100 and then went to under 15.

$META's EV/EBITDA one year ago at $350 was around 22; now it's under 8.

Two completely different periods. $META at 22 EV/EBITDA was not even close to "bubble territory."
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Offshore
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Morning Brew ☕️
Ending emails is harder than it seems. (ft. @dhtoomey) https://t.co/UDAXMqN4E8
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Frederik Gieschen
Terrific pod with Rob Citrone.

Lessons from working with both George Soros and Julian Robertson: "Totally different in how they approached things but two things I learned that they did the same.

First: When they lost conviction on an idea they got out. They didn't wait around."
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Offshore
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Morning Brew ☕️
LimeWire is back..........as an NFT marketplace. https://t.co/maayzv5pYl
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Offshore
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Morning Brew ☕️
your boss when you get in trouble for sending a passive aggressive email https://t.co/0Bd7yczfpp
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Morning Brew ☕️
Are Dippin’ Dots the superior theme park snack?
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Ethan Mollick
My sister's series on Theranos was just nominated for 8 Emmy Awards! As well as being fun, it serves as a dark mirror of entrepreneurial success. For some research on the lessons founders & investors can learn from Theranos, take a look at the thread below (and watch the show!). https://t.co/9oXEPOXIDR
My sister @JMollick produced #TheDropout - the new Hulu series on Elizabeth Holmes. In addition to being entertaining, it also shows some drivers of success in entrepreneurship.

So: a 🧵 of research on Theranos, and what honest investors & founders can learn from the lies. 1/ https://t.co/05OJz7lN1I
- Ethan Mollick
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Morning Brew ☕️
RT @bizcasualpod: What does it mean to be a “multi-hyphenate” and how do you make it all work? ⁠

@NoraKAli finds out with @HithaPalepu, an entrepreneur, pharma CEO, author, and founder who also runs a fund focused on investing in women-founded companies.

Presented by @RealVision.⁠ https://t.co/pIiRhEwZXD
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Morning Brew ☕️
RT @ImpostersMB: When army veteran @JasonKander first started reaching out for help, he immediately felt imposter syndrome related to his PTSD.

Following that first phone call though, he could finally breathe easy knowing that what he was experiencing were very real and legitimate feelings. https://t.co/CJrU7H141d
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Bread Crumbs Research
Insider ownership in S&P 400 across sectors (by deciles) https://t.co/xJbAn3nbm6
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Special Situations 🌐 Newsletter (Jay Singh III)
They told me $BRPM had a cult following...I said there is no foreseeable free cash flow. Times have changed. https://t.co/gB9RV1LOxi
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Special Situations 🌐 Newsletter (Jay Singh III)
Will try to join @jfahmy and @MomAngtrades this evening at 7pm ET to discuss the upcoming CPI print and implications with a great group this evening.
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Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
HY spreads have come in modestly from local wides at the end of June... https://t.co/FJfFbIjE11
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