Compounding Capital
With $CMCSA (and likely $CHTR) now seeing declining broadband net adds, it’s clear FWA is real competitive threat. Fiber still to come.
CHTR running 4.5x leverage to maintain dilutive repo looks more dangerous by the quarter. https://t.co/ezIBrTG6dU
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With $CMCSA (and likely $CHTR) now seeing declining broadband net adds, it’s clear FWA is real competitive threat. Fiber still to come.
CHTR running 4.5x leverage to maintain dilutive repo looks more dangerous by the quarter. https://t.co/ezIBrTG6dU
Combined, $VZ and $TMUS saw 816K FWA net adds in Q2 '22.
In Q2 '19, $CMCSA and $CHTR saw 467K broadband net adds.
Harder and harder to ignore FWA as growing competitive threat for cable.
Yes there are spectrum capacity constraints for FWA and px/GB is way lower vs. mobile. https://t.co/sQDI0qoqqA https://t.co/wRND6MGHwN - Compounding Capitaltweet
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Combined, $VZ and $TMUS saw 816K FWA net adds in Q2 '22.
In Q2 '19, $CMCSA and $CHTR saw 467K broadband net adds.
Harder and harder to ignore FWA as growing competitive threat for cable.
Yes there are spectrum capacity constraints for FWA and px/GB is…
In Q2 '19, $CMCSA and $CHTR saw 467K broadband net adds.
Harder and harder to ignore FWA as growing competitive threat for cable.
Yes there are spectrum capacity constraints for FWA and px/GB is…
Alex Brogan
RT @KurtisHanni: Once a business starts making money, the next question is:
What do I do with my profits?
Let’s dive in:
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RT @KurtisHanni: Once a business starts making money, the next question is:
What do I do with my profits?
Let’s dive in:
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Jim OShaughnessy
If every other human died tomorrow, you might go nuts and live in a mansion and drive a lambo; but, soon, you'd realize a house and car that are easy to maintain were better.
We often don't realize how much we do is to impress other people, not ourselves. @JohnathanBi explains https://t.co/LRq3LwhI9z
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If every other human died tomorrow, you might go nuts and live in a mansion and drive a lambo; but, soon, you'd realize a house and car that are easy to maintain were better.
We often don't realize how much we do is to impress other people, not ourselves. @JohnathanBi explains https://t.co/LRq3LwhI9z
Our new episode with @JohnathanBi is now live!
We discuss:
👴Becoming pessimistic with age
📉Girard’s apocalyptic predictions
🧪Science becoming dictatorial
🌫️Physical vs. metaphysical desires
💱Mimesis in asset valuation
♾And MUCH more!
Here's a sneak-peek: https://t.co/CMxAKw7sZT - Infinite Loops 🎙tweet
Twitter
If every other human died tomorrow, you might go nuts and live in a mansion and drive a lambo; but, soon, you'd realize a house and car that are easy to maintain were better.
We often don't realize how much we do is to impress other people, not ourselves.…
We often don't realize how much we do is to impress other people, not ourselves.…
Offshore
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Morning Brew ☕️
Mayim Bialik and Ken Jennings have been named permanent co-hosts of Jeopardy!, with Jennings starting the next season, and Bialik jumping in when she isn't filming ‘Call Me Kat.' https://t.co/uIMfyVfO0w
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Mayim Bialik and Ken Jennings have been named permanent co-hosts of Jeopardy!, with Jennings starting the next season, and Bialik jumping in when she isn't filming ‘Call Me Kat.' https://t.co/uIMfyVfO0w
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Offshore
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Jim OShaughnessy
“The only person you are destined to become is the person you decide to be”
~Emerson
Ralph Waldo Emerson’s Cardinal Rules For Life by @Alltopstartups https://t.co/zfIce4sfkw
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“The only person you are destined to become is the person you decide to be”
~Emerson
Ralph Waldo Emerson’s Cardinal Rules For Life by @Alltopstartups https://t.co/zfIce4sfkw
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Offshore
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Ethan Mollick
With few exceptions, you should NEVER start generating new ideas in a group - always start with people writing ideas alone and only then move to a group setting. (We've known starting with groups is worse for 50 years, but people still keep doing it since it feels more creative) https://t.co/MzKUwVCmGj
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With few exceptions, you should NEVER start generating new ideas in a group - always start with people writing ideas alone and only then move to a group setting. (We've known starting with groups is worse for 50 years, but people still keep doing it since it feels more creative) https://t.co/MzKUwVCmGj
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Offshore
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Compounding Capital
Just posted my weekly newsletter. I focus on $WCN's unique incentive structure.
It's inspired by Charlie Munger's brilliant quote:
"The basic rule of incentives is you get what you pay for, so if you have a dumb incentive system you get dumb outcomes."
https://t.co/dwtFkEJhKg
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Just posted my weekly newsletter. I focus on $WCN's unique incentive structure.
It's inspired by Charlie Munger's brilliant quote:
"The basic rule of incentives is you get what you pay for, so if you have a dumb incentive system you get dumb outcomes."
https://t.co/dwtFkEJhKg
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Alex Brogan
RT @thealexbanks: The total value of Y Combinator companies is over $250 billion.
Including Airbnb, Stripe and Coinbase.
Here are the 10 best resources from their startup library:
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RT @thealexbanks: The total value of Y Combinator companies is over $250 billion.
Including Airbnb, Stripe and Coinbase.
Here are the 10 best resources from their startup library:
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