Morning Brew ☕️
RT @ImpostersMB: When @jimweberseattle became CEO of @brooksrunning, they were $40M in debt. Today, the company earns over $1B in revenue.
He sat down with @businessbarista to explain the mindset and strategy he put in place to turn things around.
Hear more - wherever you get your podcasts. https://t.co/rQHldcoMh7
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RT @ImpostersMB: When @jimweberseattle became CEO of @brooksrunning, they were $40M in debt. Today, the company earns over $1B in revenue.
He sat down with @businessbarista to explain the mindset and strategy he put in place to turn things around.
Hear more - wherever you get your podcasts. https://t.co/rQHldcoMh7
tweet
Twitter
RT @ImpostersMB: When @jimweberseattle became CEO of @brooksrunning, they were $40M in debt. Today, the company earns over $1B in revenue.…
Morning Brew ☕️
RT @bizcasualpod: .@NoraKAli asked @susancain what the best thing she saw recently was, and her answer left us awe inspired.
Hear more from the best-selling author on our latest episode.
Wherever you get your podcasts.
Presented by @RealVision. https://t.co/myRMSqtK9t
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RT @bizcasualpod: .@NoraKAli asked @susancain what the best thing she saw recently was, and her answer left us awe inspired.
Hear more from the best-selling author on our latest episode.
Wherever you get your podcasts.
Presented by @RealVision. https://t.co/myRMSqtK9t
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Twitter
RT @bizcasualpod: .@NoraKAli asked @susancain what the best thing she saw recently was, and her answer left us awe inspired.
Hear more fro…
Hear more fro…
Offshore
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Morning Brew ☕️
If you're watching this while traveling, your luggage is already lost. (ft. @dhtoomey) https://t.co/lgsT8daFJd
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If you're watching this while traveling, your luggage is already lost. (ft. @dhtoomey) https://t.co/lgsT8daFJd
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Offshore
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Internal Tech Emails
Amazon memo: Here’s why we should acquire Ring
October 10, 2017 https://t.co/w3sInK3y0p
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Amazon memo: Here’s why we should acquire Ring
October 10, 2017 https://t.co/w3sInK3y0p
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Offshore
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Morning Brew ☕️
Netflix lost 970K subscribers in Q2
They were expected to lose 2 million. https://t.co/tptCgNwlzM
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Netflix lost 970K subscribers in Q2
They were expected to lose 2 million. https://t.co/tptCgNwlzM
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Frederik Gieschen
"The the luck razor. The most useful mental I have. I'm immediately placed with two options and I just go, what's going to produce the more luck. And my brain just immediately knows. It's really hard to fool yourself." @george__mack @jposhaughnessy
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"The the luck razor. The most useful mental I have. I'm immediately placed with two options and I just go, what's going to produce the more luck. And my brain just immediately knows. It's really hard to fool yourself." @george__mack @jposhaughnessy
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Offshore
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Ethan Mollick
A profound understanding of technology is found in Historian Melvin Kranzberg's 6 Laws of Technology. Here they are in a 🧵
1st Law: “Technology is neither good nor bad; nor is it neutral,” many problems occur when benign technologies are used at scale. Think DDT (or Facebook) https://t.co/fUEvUW2oUw
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A profound understanding of technology is found in Historian Melvin Kranzberg's 6 Laws of Technology. Here they are in a 🧵
1st Law: “Technology is neither good nor bad; nor is it neutral,” many problems occur when benign technologies are used at scale. Think DDT (or Facebook) https://t.co/fUEvUW2oUw
tweet
Ramneek
Fallen Angel = 50%+ drawdown peak to trough
$NFLX - “See. I don’t like it, but I haven’t cancelled. I sub to $DIS too.”
$IAC - “This is a very disciplined capital allocator. Diller and Levin are great. Investors care about FCF, and this co. is going to generate a ton of that.” https://t.co/6hbEHGKeIV
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Fallen Angel = 50%+ drawdown peak to trough
$NFLX - “See. I don’t like it, but I haven’t cancelled. I sub to $DIS too.”
$IAC - “This is a very disciplined capital allocator. Diller and Levin are great. Investors care about FCF, and this co. is going to generate a ton of that.” https://t.co/6hbEHGKeIV
What fallen angel rips most on slight surprise and narrative reformulation?
TWLO? - “mix shifting positively, showing cost discipline finally!”
SNOW? - “One-time consumption hit behind them, Frank and the boys are back. Look at the margins!” - Bucktweet
Twitter
What fallen angel rips most on slight surprise and narrative reformulation?
TWLO? - “mix shifting positively, showing cost discipline finally!”
SNOW? - “One-time consumption hit behind them, Frank and the boys are back. Look at the margins!”
TWLO? - “mix shifting positively, showing cost discipline finally!”
SNOW? - “One-time consumption hit behind them, Frank and the boys are back. Look at the margins!”
Ramneek
RT @WTCM3: 20 companies in SPX currently >$30B mkt cap with <1x avg. net leverage and 8-12% avg. fcf/sh growth over past decade, sorted by multiple expansion (third column) https://t.co/jt0qtnzqgv
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RT @WTCM3: 20 companies in SPX currently >$30B mkt cap with <1x avg. net leverage and 8-12% avg. fcf/sh growth over past decade, sorted by multiple expansion (third column) https://t.co/jt0qtnzqgv
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Twitter
RT @WTCM3: 20 companies in SPX currently >$30B mkt cap with <1x avg. net leverage and 8-12% avg. FCF/sh growth over past decade, sorted by…
Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Senators are advancing a $52 billion revised computer chips bill. Many don't know what's in it yet.
Semiconductor stocks could rally tmrw $INTC $NVDA $AMD https://t.co/4QBHxhh6ci via @nbcnews
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Senators are advancing a $52 billion revised computer chips bill. Many don't know what's in it yet.
Semiconductor stocks could rally tmrw $INTC $NVDA $AMD https://t.co/4QBHxhh6ci via @nbcnews
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