Morning Brew ☕️
"what's the average cost of a house these days anyway?"

https://t.co/jTXrcHDN9M
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Tren Griffin
Radio spectrum battles are among the most contentious battles in business because the right to use the frequencies is invisible money.
https://t.co/EnnmyaQOd0
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Sidecar Partners
RT @Teemacsj: Apparently we are in a recession....and the market doesn't care...S&P up 1.14%.
Follow @sidecarcap below and tune out the noise. https://t.co/rwFPK7WA91
1) Buy great companies well.

2) Don’t worry about the economy.

3) Hold like an owner. https://t.co/8ViQG0rmye - Sidecar Partners
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Morning Brew ☕️
your scientists were so preoccupied with whether or not they could, they didn't stop to think if they should...

(@verge) https://t.co/PgaHRf8zLL
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Santangel's Review
1/ We recently revisited Charlie Munger’s 2010 conversation at Harvard-Westlake School, which we had transcribed. This conversation was about the financial crisis and, as usual with Munger, is full of wisdom. Here are some of the best quotes:
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Morning Brew ☕️
how it feels trying to leave the office early https://t.co/feyr01dgqu
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Rihard Jarc
$AMZN earnings are out!

-Revenue $121.23B vs $119.09B expected
- EPS loss of $0.2

Strong guidance for Q3 for revenue in $125B-$130B representing 13% to 17% growth.

And the key asset as always strong as ever AWS net sales excluding forex is +33%.

Long.
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Oddball Stocks Newsletter
RT @CarsonKessler: Read the full investigation here:
https://t.co/mGvbK8fNMO
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Oddball Stocks Newsletter
RT @hkuppy: @tdarling1 High quality semi-monopoly businesses with net cash balance sheets trade at 2-5x FCF. They’ve priced in death. It hasnt been this good for value investing since Feb 2009…
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Durable Investments
AWS this close to $100B NTM net sales.
$AMZN https://t.co/beeUFmPH2u
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Frank Taber
1/

In early 2018, $AMZN AWS revenues were ~$22 Billion.

Today, just 4 years later, AWS’s TTM operating income is $22.4 Billion, on a 31% EBIT margin.

I always like to consider AWS, as a possibility for what $BABA cloud trajectory could look like…
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