Ramneek
RT @IndraStocks: Why is $CVNA up 100% in 3 weeks and 40% on the day after an earnings "miss?"
Let's take this in parts:
1.The street was off base with estimates relative to actual consensus. Alternative data sources were almost dead on the money for revenue/units counts, so no headline "miss"
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RT @IndraStocks: Why is $CVNA up 100% in 3 weeks and 40% on the day after an earnings "miss?"
Let's take this in parts:
1.The street was off base with estimates relative to actual consensus. Alternative data sources were almost dead on the money for revenue/units counts, so no headline "miss"
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Alex Brogan
RT @Aazarshad: In the past 5 years, I've made $10mn in revenue with just SEO.
But I learned more from what NOT to do.
Some of them are:
1. Not guesstimating the search intent.
2. Writing for algorithms, not for humans.
3. Not being a journalist, instead just a curator.
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RT @Aazarshad: In the past 5 years, I've made $10mn in revenue with just SEO.
But I learned more from what NOT to do.
Some of them are:
1. Not guesstimating the search intent.
2. Writing for algorithms, not for humans.
3. Not being a journalist, instead just a curator.
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sunil shah
RT @garyblack00: Per Bloomberg, $TSLA still way underowned by institutions vs other megacaps.
% shares held by institutions:
- AAPL 62%
- MSFT 75%
- GOOGL 85%
- AMZN 71%
- $TSLA 44%
- NVDA 70%
- META 80%
Several reasons: Weak board, key man risk, capital allocation, high valuation, CEO time split
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RT @garyblack00: Per Bloomberg, $TSLA still way underowned by institutions vs other megacaps.
% shares held by institutions:
- AAPL 62%
- MSFT 75%
- GOOGL 85%
- AMZN 71%
- $TSLA 44%
- NVDA 70%
- META 80%
Several reasons: Weak board, key man risk, capital allocation, high valuation, CEO time split
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Offshore
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Morning Brew ☕️
The US Court of Appeals for the Federal Circuit has ruled that under the Patent Act "only a natural person can be an inventor, so AI cannot be."
Gonna miss out on millions now that I can't patent & sell this https://t.co/pFvvoZPtYw
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The US Court of Appeals for the Federal Circuit has ruled that under the Patent Act "only a natural person can be an inventor, so AI cannot be."
Gonna miss out on millions now that I can't patent & sell this https://t.co/pFvvoZPtYw
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Alex Brogan
RT @thealexbanks: You don't need a $150,000 MBA.
10 newsletters to become smarter, happier and make more money:
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RT @thealexbanks: You don't need a $150,000 MBA.
10 newsletters to become smarter, happier and make more money:
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Alex Brogan
RT @IAmClintMurphy: 10 incredible free websites that will increase your wealth so much,
It feels illegal to share them with you:
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RT @IAmClintMurphy: 10 incredible free websites that will increase your wealth so much,
It feels illegal to share them with you:
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Offshore
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Internal Tech Emails
Steve Jobs negotiates Apple's deal with Microsoft
July 24, 1997 https://t.co/OQvkyk9qmF
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Steve Jobs negotiates Apple's deal with Microsoft
July 24, 1997 https://t.co/OQvkyk9qmF
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Offshore
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Frederik Gieschen
Buffett and Munger were asked about whether returns improved at businesses they acquired ('95). The answer was possibly yes, but not for the reasons you'd expect.
Munger: "I think our chief contribution to the businesses we acquire is what we don’t do." https://t.co/m3IDxmOpWD
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Buffett and Munger were asked about whether returns improved at businesses they acquired ('95). The answer was possibly yes, but not for the reasons you'd expect.
Munger: "I think our chief contribution to the businesses we acquire is what we don’t do." https://t.co/m3IDxmOpWD
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FinTwit Substacks
“Central banks went from waging a war against deflationary impulses coming from the globalization of cheap resources (labor, goods, and commodities), to “cleaning up” the inflationary impulses coming from a complex economic war.”
https://t.co/eJFgxygOQY
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“Central banks went from waging a war against deflationary impulses coming from the globalization of cheap resources (labor, goods, and commodities), to “cleaning up” the inflationary impulses coming from a complex economic war.”
https://t.co/eJFgxygOQY
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