Offshore
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Compounding Capital
$MCW intrigued me at IPO:
1) easy to understand biz
2) fragmented industry
3) UCW model created recurring revs
Issue I ran into was when I called local car washes, only ones that did well were in high barrier to entry mkts.
MCW locations are rural, low barrier mkts. https://t.co/auRfD3J23C
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$MCW intrigued me at IPO:
1) easy to understand biz
2) fragmented industry
3) UCW model created recurring revs
Issue I ran into was when I called local car washes, only ones that did well were in high barrier to entry mkts.
MCW locations are rural, low barrier mkts. https://t.co/auRfD3J23C
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Offshore
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Tren Griffin
In Peloton's S-1 in 2019 it "included a customer lifetime value (CLV) per subscriber of $3,593. It added more than 13 years’ worth of future cash flows without discounting them. Applying even a modest discount rate would slash its CLV by more than 50%." https://t.co/3JrDwAEzGg
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In Peloton's S-1 in 2019 it "included a customer lifetime value (CLV) per subscriber of $3,593. It added more than 13 years’ worth of future cash flows without discounting them. Applying even a modest discount rate would slash its CLV by more than 50%." https://t.co/3JrDwAEzGg
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Offshore
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Rolf Degen
"When people share knowledge, they feel more knowledgeable—even if they did not produce, and have not read, the knowledge that they share." https://t.co/NP9pF8Fuxg https://t.co/QhQaIJJcYA
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"When people share knowledge, they feel more knowledgeable—even if they did not produce, and have not read, the knowledge that they share." https://t.co/NP9pF8Fuxg https://t.co/QhQaIJJcYA
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Offshore
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Rolf Degen
The naive endorsement of Stoic philosophy is accompanied by lower happiness. https://t.co/8qnmQxlq93 https://t.co/RF9FZJJ1el
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The naive endorsement of Stoic philosophy is accompanied by lower happiness. https://t.co/8qnmQxlq93 https://t.co/RF9FZJJ1el
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Dalius - Special Situation Investments
New investment ideas from VIC 👇
Incl: $META, $PYPL, $RUN short, $MULN short, $WISE.L & $MRC.TO.
$META pitch:
– Great business with a fortress balance sheet at a bargain price.
– Investments in metaverse aim to create own platform to gain independence from APPL & GOOG.
... 👇
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New investment ideas from VIC 👇
Incl: $META, $PYPL, $RUN short, $MULN short, $WISE.L & $MRC.TO.
$META pitch:
– Great business with a fortress balance sheet at a bargain price.
– Investments in metaverse aim to create own platform to gain independence from APPL & GOOG.
... 👇
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Jim OShaughnessy
Two thoughts from Steven Strogatz
“To grasp how different a million is from a billion, think about it like this: A million seconds is a little under two weeks; a billion seconds is about thirty-two years.”
“...nothing cements a friendship like hating the same person.”
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Two thoughts from Steven Strogatz
“To grasp how different a million is from a billion, think about it like this: A million seconds is a little under two weeks; a billion seconds is about thirty-two years.”
“...nothing cements a friendship like hating the same person.”
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Offshore
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Ethan Mollick
Successful entrepreneurs are more generous than their investors.
After IPOs, entrepreneurs become philanthropists more quickly & generously than their investors do. Also, they are far more likely to donate to scientific endeavors & university programs; and to make more donations https://t.co/ShZJ9XGz6S
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Successful entrepreneurs are more generous than their investors.
After IPOs, entrepreneurs become philanthropists more quickly & generously than their investors do. Also, they are far more likely to donate to scientific endeavors & university programs; and to make more donations https://t.co/ShZJ9XGz6S
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