Offshore
Photo
Ethan Mollick
How online ratings help those who already are winning keep winning: high ratings for a product, service or shop attract more high ratings.
Anything with few reviews will have a lower average rating than it deserves. This makes it harder for newcomers to beak into the rankings. https://t.co/p7lETlGJc8
tweet
How online ratings help those who already are winning keep winning: high ratings for a product, service or shop attract more high ratings.
Anything with few reviews will have a lower average rating than it deserves. This makes it harder for newcomers to beak into the rankings. https://t.co/p7lETlGJc8
tweet
Offshore
Photo
Meb Faber
Podcasts of the Week!
📉 @tracyalloway & @TheStalwart w/ @Jason on private markets https://t.co/5TkgZKOlKI
🏡 @Macro_Hive & @bilalhafeez123 w/ @Ivy_Zelman on the housing markets https://t.co/fbQDnNJRBZ
🛢️ @ErikSTownsend w/ @Go_Rozen on energy markets https://t.co/penevIkJI7
tweet
Podcasts of the Week!
📉 @tracyalloway & @TheStalwart w/ @Jason on private markets https://t.co/5TkgZKOlKI
🏡 @Macro_Hive & @bilalhafeez123 w/ @Ivy_Zelman on the housing markets https://t.co/fbQDnNJRBZ
🛢️ @ErikSTownsend w/ @Go_Rozen on energy markets https://t.co/penevIkJI7
tweet
Frank Taber
$VCP.L shares are down -70% YTD. However, their LTM adjusted EPS has grown +40%.
Being a flooring company, they have the obvious headwinds; supply & demand, inflations, cost of capital, material costs etc.
Can anyone explain anything simple I’m missing to justify share price?
tweet
$VCP.L shares are down -70% YTD. However, their LTM adjusted EPS has grown +40%.
Being a flooring company, they have the obvious headwinds; supply & demand, inflations, cost of capital, material costs etc.
Can anyone explain anything simple I’m missing to justify share price?
tweet
Offshore
Photo
Meb Faber
Look at @barronsonline giving farmland investing some love!
I spy at least 4 podcast alums in there! @bpsandpieces, @acretraderinc, Shonda Warner, and Gladstone...
https://t.co/VppB6Iwhq6
tweet
Look at @barronsonline giving farmland investing some love!
I spy at least 4 podcast alums in there! @bpsandpieces, @acretraderinc, Shonda Warner, and Gladstone...
https://t.co/VppB6Iwhq6
tweet
Special Situations 🌐 Research Newsletter (Jay)
Latest SSR SPAC Database shared w/ subs: 2 new long opportunities w/ only 1-2% downside, 1 cash park opp, and 7 new short opportunities, with PIPE-to-Float ratios as high as 3,500%. This implies 35 shares unlocking for every 1 share in current float!
https://t.co/r7f3PlxC5V
tweet
Latest SSR SPAC Database shared w/ subs: 2 new long opportunities w/ only 1-2% downside, 1 cash park opp, and 7 new short opportunities, with PIPE-to-Float ratios as high as 3,500%. This implies 35 shares unlocking for every 1 share in current float!
https://t.co/r7f3PlxC5V
tweet
Special Situations
Plans & Pricing | Special Situations Research Newsletter
Book a 1x1 with an analyst on our team! Get access to weekly ideas / investment memos and financial models on the companies in our database, along with databases of preferred stocks, merger arb candidates, spin candidates and discounted closed end funds!…
Offshore
Photo
Shai Dardashti
RT @72types: How did Buffett compound at 50% in the 1950s?
Take a look at his largest investment in 1955: Philadelphia & Reading.
Buffett’s P&R Investment:
- Bought at 0.5x book value in early 1955.
- Book value doubles over 5 years.
- Sold at 2x book value in late 1959.
CAGR = ~50% https://t.co/9nXkObnsOj
tweet
RT @72types: How did Buffett compound at 50% in the 1950s?
Take a look at his largest investment in 1955: Philadelphia & Reading.
Buffett’s P&R Investment:
- Bought at 0.5x book value in early 1955.
- Book value doubles over 5 years.
- Sold at 2x book value in late 1959.
CAGR = ~50% https://t.co/9nXkObnsOj
tweet
Offshore
Photo
Sidecar Partners
1/ Recent post led to DMs about how a stint as a gatekeeper influenced my investment approach.
Having some of the greatest investors of a generation open their playbooks was an education money can’t buy.
A few observations… ✌️ https://t.co/YbUHuQO9Xh
tweet
1/ Recent post led to DMs about how a stint as a gatekeeper influenced my investment approach.
Having some of the greatest investors of a generation open their playbooks was an education money can’t buy.
A few observations… ✌️ https://t.co/YbUHuQO9Xh
tweet
Offshore
Photo
Ethan Mollick
Can anyone predict the market? This paper shows that some people are indeed better than others. But what type of people are the best at it?
🧠Smart people do best the market is properly priced
👿Manipulative people when the market has lots of mispricing https://t.co/RmuXpKPBJB https://t.co/Y2kZmuRVGu
tweet
Can anyone predict the market? This paper shows that some people are indeed better than others. But what type of people are the best at it?
🧠Smart people do best the market is properly priced
👿Manipulative people when the market has lots of mispricing https://t.co/RmuXpKPBJB https://t.co/Y2kZmuRVGu
tweet