iinvested
2Q22 Miller Opportunity Trust on $EXPE, $UAL, $BABA, $KRTX, $NCLH, $COIN, $BHC
https://t.co/vhZv0wkbpt

More fund letters here:
https://t.co/8MCOsDToDq https://t.co/R16Sa8t0ww
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Saj Karsan
Rare to see Bradshaw ( $VTOL CEO) throw anyone under the bus, so noteworthy he singled out $LMT subsidiary on today's call:

"Sikorsky not delivering the parts we need and certainly not delivering them on time...we have been impacted by Sikorsky's failure to support the product."
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Ethan Mollick
The UK definitely learned the Boaty McBoatface Principle: Empowering consumers by online voting can backfire if companies are then seen as acting unfairly. Users get mad at companies that either ignore fair votes or override them by combining the votes with some other method. https://t.co/banRyxK70S https://t.co/v5415YTZHA
The first rule of naming something, never ask the British public. https://t.co/JS2NJaMl8v - No Context Brits
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Compounding Capital
$BALL having a very tough run, down 25% the past week and 40% YTD on weak bev can demand related to inflation pressure on consumer, leading to excess capacity.

Use of an EVA framework to guide strategic and capital allocation decisions is unique and should be effective LT. https://t.co/av112J37Ga
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M&A Focused CPA
I’ve heard accounting called a “commodity” skill

Might be. A commodity with increasing demand and decreasing supply.

If you’re an accountant and can figure out how the business model should work, you’re sitting on a gold mine.
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MastersInvest.com
‘.. McDonalds is not the expression of a single man. Indeed, it is not even a single company. It is a federation of hundreds of independent entities connected by an intricate web of partnerships.’

#conferderationofpartnership
#leapingemergenteffects https://t.co/GTb3Bs6mSG
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Tren Griffin
Milking a cow in "run off" a situation is all you can do. Streaming requires IP access.

"Dish had a net decline of about 202,000 in its satellite TV subscribers, ending June with 7.79 million negatively impacted by stricter customer acquisition policies" https://t.co/tC7iYIRTFw https://t.co/CXJIY47bHr
The 1st SaaS business in consumer was cable - then mobile,

Churn can be a stone cold killer. Or not. Customers on a contract lowers churn but that doesn't come free since there's CAC.

Churn and CAC are inextricably linked. They can be a friend or foe. https://t.co/2se4c3Tiz8 - Tren Griffin
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M&A Focused CPA
Accounting is one of several businesses that has the opportunity for “negative CAC”

Generate leads for long, recurring advisory projects off of short term, tactical, yet profitable projects https://t.co/Jsf4ZTTMTw
I’ve heard accounting called a “commodity” skill

Might be. A commodity with increasing demand and decreasing supply.

If you’re an accountant and can figure out how the business model should work, you’re sitting on a gold mine. - M&A Focused CPA
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