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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Offshore
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Sidecar Partners
“…the performance that our clients received is the capitalization of the success of the firms in which we have invested. In other words, the real work is done by you and the good people of Berkshire.”
Nick Sleep sure sounds like a Sidecar Investor https://t.co/Yo5xk6jlPx
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“…the performance that our clients received is the capitalization of the success of the firms in which we have invested. In other words, the real work is done by you and the good people of Berkshire.”
Nick Sleep sure sounds like a Sidecar Investor https://t.co/Yo5xk6jlPx
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Offshore
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Jim OShaughnessy
Charles Sanders Peirce and the Nature of Belief by @DGilesPhd https://t.co/4cGBraTW4S
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Charles Sanders Peirce and the Nature of Belief by @DGilesPhd https://t.co/4cGBraTW4S
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