M&A Focused CPA
RT @BoilerPlateCPA: Businesses are frequently valued on earnings multiples but I find it helpful to estimate a replacement cost too.

How much would it cost to reproduce:
- their client list
- the tangible assets
- acquiring talent
- processes / best practices
- YOUR opportunity cost while building
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Morning Brew ☕️
A company from Singapore is making beer with recycled sewage water.

We know the font/color/name is a little similar, but just to clarify we have nothing to do with this sh*t (pun intended) https://t.co/PpvCzMEbiD
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MastersInvest.com
"The trick, it seems to us, if one is to be a successful long-term investor, is to recognise the sources of enduring business success, get in early and own enough to make a difference." Nick Sleep
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Meb Faber
Is a certificate of deposit that pays 38% APY good or nah?

Cc @SEC_Enforcement https://t.co/ah8pQQl48o
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Mostly Borrowed Ideas
When I work on a deep dive of a company that's been around for multiple decades, I like to wonder whether I could see myself buy and hold/even smell the outsized success beforehand.

I certainly wouldn't for $ADBE if I were looking at financials in 2003. Stock is 33x since 2003 https://t.co/yq3HXQvRt7
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Special Situations 🌐 Research Newsletter (Jay)
UKRAINE’S PRESIDENT ZELENSKY IS SEEKING DIRECT TALKS WITH CHINA’S PRESIDENT XI IN ORDER TO ASSIST IN ENDING RUSSIA'S INVASION OF UKRAINE - SCMP
Thx @JLinWins
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MastersInvest.com
RT @TSOH_Investing: $AAPL shares outstanding down ~40% over the past decade https://t.co/qNEsen7fi3
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Ethan Mollick
To influence future generations, teach! https://t.co/x58jAyHgjm
Teaching makes you immortal. A student’s output is shaped by their teachers, to the degree that it influences future generation of students.

“It may often be via teaching that the greatest influence occurs, when the teacher lives on as a reverberation in the work of the student” https://t.co/a5T5pKp00w - Ethan Mollick
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Paras Chopra
A good perspective on how blindly optimizing metrics via A/B testing can backfire. https://t.co/AIbgih3bG1
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Alex Brogan
RT @isaacmwondi: 👁️ https://t.co/tugdNihNQm
10 mental concepts that will make you way smarter: - Alex Brogan
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Jim OShaughnessy
Two thoughts from Louis Menand

“Quotable quotes are coins rubbed smooth by circulation.”

“The lesson Holmes took from the war can be put in a sentence. It is that certitude leads to violence.”
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Frank Taber
Thread/ $BABA Q1 earnings

Alibaba have just released their earnings for quarter ending June FY22.

Below are some of the highlights and my first thoughts.
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