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Internal Tech Emails
Amazon memo: Here’s why we should acquire Ring
October 10, 2017 https://t.co/w3sInK3y0p
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Amazon memo: Here’s why we should acquire Ring
October 10, 2017 https://t.co/w3sInK3y0p
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Morning Brew ☕️
Netflix lost 970K subscribers in Q2
They were expected to lose 2 million. https://t.co/tptCgNwlzM
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Netflix lost 970K subscribers in Q2
They were expected to lose 2 million. https://t.co/tptCgNwlzM
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Frederik Gieschen
"The the luck razor. The most useful mental I have. I'm immediately placed with two options and I just go, what's going to produce the more luck. And my brain just immediately knows. It's really hard to fool yourself." @george__mack @jposhaughnessy
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"The the luck razor. The most useful mental I have. I'm immediately placed with two options and I just go, what's going to produce the more luck. And my brain just immediately knows. It's really hard to fool yourself." @george__mack @jposhaughnessy
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Ethan Mollick
A profound understanding of technology is found in Historian Melvin Kranzberg's 6 Laws of Technology. Here they are in a 🧵
1st Law: “Technology is neither good nor bad; nor is it neutral,” many problems occur when benign technologies are used at scale. Think DDT (or Facebook) https://t.co/fUEvUW2oUw
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A profound understanding of technology is found in Historian Melvin Kranzberg's 6 Laws of Technology. Here they are in a 🧵
1st Law: “Technology is neither good nor bad; nor is it neutral,” many problems occur when benign technologies are used at scale. Think DDT (or Facebook) https://t.co/fUEvUW2oUw
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Ramneek
Fallen Angel = 50%+ drawdown peak to trough
$NFLX - “See. I don’t like it, but I haven’t cancelled. I sub to $DIS too.”
$IAC - “This is a very disciplined capital allocator. Diller and Levin are great. Investors care about FCF, and this co. is going to generate a ton of that.” https://t.co/6hbEHGKeIV
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Fallen Angel = 50%+ drawdown peak to trough
$NFLX - “See. I don’t like it, but I haven’t cancelled. I sub to $DIS too.”
$IAC - “This is a very disciplined capital allocator. Diller and Levin are great. Investors care about FCF, and this co. is going to generate a ton of that.” https://t.co/6hbEHGKeIV
What fallen angel rips most on slight surprise and narrative reformulation?
TWLO? - “mix shifting positively, showing cost discipline finally!”
SNOW? - “One-time consumption hit behind them, Frank and the boys are back. Look at the margins!” - Bucktweet
Twitter
What fallen angel rips most on slight surprise and narrative reformulation?
TWLO? - “mix shifting positively, showing cost discipline finally!”
SNOW? - “One-time consumption hit behind them, Frank and the boys are back. Look at the margins!”
TWLO? - “mix shifting positively, showing cost discipline finally!”
SNOW? - “One-time consumption hit behind them, Frank and the boys are back. Look at the margins!”
Ramneek
RT @WTCM3: 20 companies in SPX currently >$30B mkt cap with <1x avg. net leverage and 8-12% avg. fcf/sh growth over past decade, sorted by multiple expansion (third column) https://t.co/jt0qtnzqgv
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RT @WTCM3: 20 companies in SPX currently >$30B mkt cap with <1x avg. net leverage and 8-12% avg. fcf/sh growth over past decade, sorted by multiple expansion (third column) https://t.co/jt0qtnzqgv
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Twitter
RT @WTCM3: 20 companies in SPX currently >$30B mkt cap with <1x avg. net leverage and 8-12% avg. FCF/sh growth over past decade, sorted by…
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Special Situations 🌐 Research Newsletter (Jay)
Senators are advancing a $52 billion revised computer chips bill. Many don't know what's in it yet.
Semiconductor stocks could rally tmrw $INTC $NVDA $AMD https://t.co/4QBHxhh6ci via @nbcnews
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Senators are advancing a $52 billion revised computer chips bill. Many don't know what's in it yet.
Semiconductor stocks could rally tmrw $INTC $NVDA $AMD https://t.co/4QBHxhh6ci via @nbcnews
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Special Situations 🌐 Research Newsletter (Jay)
Low probability of nuclear deal with Iran in the near term. Russia will be using Iran to exchange oil in the north for consumption, so that Iran can then export more of its own oil to mutual customers in an "oil exchange" to help Russia through EU embargo
https://t.co/SFtHBg6qhN
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Low probability of nuclear deal with Iran in the near term. Russia will be using Iran to exchange oil in the north for consumption, so that Iran can then export more of its own oil to mutual customers in an "oil exchange" to help Russia through EU embargo
https://t.co/SFtHBg6qhN
Russian President Vladimir Putin met Iranian Supreme Leader Ayatollah Ali Khamenei and Turkish President Tayyip Erdogan in Tehran, stressing closer ties in the face of Western pressure over the war in Ukraine https://t.co/iLgjAhmRN3 https://t.co/ayQmKKkrm7 - Reuterstweet
MastersInvest.com
“Declining stock prices can ultimately cause people to panic & sell. But the moment they join the panic & sell they also relieve the cause of their fears & become potential buyers. The act of selling removes the anxiety, restores equanimity & gives them the cash to buy” Leon Levy
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“Declining stock prices can ultimately cause people to panic & sell. But the moment they join the panic & sell they also relieve the cause of their fears & become potential buyers. The act of selling removes the anxiety, restores equanimity & gives them the cash to buy” Leon Levy
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MastersInvest.com
RT @CharlieMunger00: "Most people get interested when everyone else is. The time to be interested is when no one else is. You can't buy what is popular and do well"
--- Warren Buffett 🎯 via @mastersinvest https://t.co/l58vaFvztJ
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RT @CharlieMunger00: "Most people get interested when everyone else is. The time to be interested is when no one else is. You can't buy what is popular and do well"
--- Warren Buffett 🎯 via @mastersinvest https://t.co/l58vaFvztJ
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Twitter
RT @CharlieMunger00: "Most people get interested when everyone else is. The time to be interested is when no one else is. You can't buy wha…
MastersInvest.com
"Even though bad things happen to companies, industries, even the economy as a whole for a time, somehow society as a whole still moves forward. Problems usually get solved. Recessions end. Somehow the country stumbles on and companies continue to make a profit" Ralph Wanger
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"Even though bad things happen to companies, industries, even the economy as a whole for a time, somehow society as a whole still moves forward. Problems usually get solved. Recessions end. Somehow the country stumbles on and companies continue to make a profit" Ralph Wanger
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