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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Ramneek
Not a dig on anyone as I’m down too. But there has to be a difference between investing and speculation. $ROKU was one of the most obvious speculative stock you’d buy in, from an investment point of view, at a $70B mcap. Hope investing comes to an end with a AH mcap of $8B. https://t.co/nI9nS3z3gE
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Morning Brew ☕️
spooky season has been cancelled until further notice https://t.co/cD4gSTrfTt
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Oddball Stocks Newsletter
RT @ElementaryValue: @benbakhshi $PLWN

In hindsight I should have just bought as much of it as I could when I first found it, didn't quite appreciate at the time what a complete no-brainer investment it actually was. In some ways it is a near perfect investment.
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Oddball Stocks Newsletter
RT @linzy_long_hold: I feel like I need to own this stock! $BVERS 🦫 https://t.co/Wzs2F7hpAv
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Mostly Borrowed Ideas
1/20 $AMZN 2Q'22 Update

Amazon may be the first and the last ~$1.5 Tn market cap company to report negative Trailing Twelve Months (TTM) FCF (-$23.5 Bn to be exact).
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Compounding Capital
I link to it in my note, but @YHamiltonBlog has a great write up of $WCN.

https://t.co/Ufwrbur1rS https://t.co/zJMxUQptEF
Interesting look at incentive structure at $WCN by @CompoundingCap1.

Also, what a quality set of comps. https://t.co/kWxdTIO7yK https://t.co/ECz7v1hh5v - YHamilton
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Jim OShaughnessy
So cool! https://t.co/N8CO0Ay6Yt
Deepmind: “today, we’re releasing predicted structures for nearly all catalogues proteins known to science” (via HN. https://t.co/8o4G1iOSzt)

https://t.co/TNpRDe4a4D https://t.co/X85yr2D3Xq - danielle 🧏🏻‍♀️
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Artisanal Permanent Capital
So now they’re also trying to change the definition of what a recession actually is…
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