Offshore
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Morning Brew ☕️
"Take me out to the ball game" is starting to sound like a threat... https://t.co/cVYZErICzH
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"Take me out to the ball game" is starting to sound like a threat... https://t.co/cVYZErICzH
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Offshore
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Mostly Borrowed Ideas
Meta's consistency of repurchasing shares at higher prices and chickening out as prices go lower continued even in last quarter. The next "Chief Strategy Officer" did pretty well as CFO up until the last few quarters.
Fwiw Meta bought back ~9.5 Mn shares from Jul 1st- 22nd https://t.co/TWYycNXveD
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Meta's consistency of repurchasing shares at higher prices and chickening out as prices go lower continued even in last quarter. The next "Chief Strategy Officer" did pretty well as CFO up until the last few quarters.
Fwiw Meta bought back ~9.5 Mn shares from Jul 1st- 22nd https://t.co/TWYycNXveD
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Offshore
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Compounding Capital
$ODFL CFO noted on 2Q call that over past 10-15 yrs, px has exceeded cost inflation by 100-150bps.
May sound modest, but that spread has generated stunning margin expansion. https://t.co/ZNlqlOh4PS
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$ODFL CFO noted on 2Q call that over past 10-15 yrs, px has exceeded cost inflation by 100-150bps.
May sound modest, but that spread has generated stunning margin expansion. https://t.co/ZNlqlOh4PS
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Offshore
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Taylor Pearson
New Newsletter!
In this edition:
- The practical application of "Rocks, Pebbles, Sand"
- The Best Strategies For Dealing With Inflation? Factors And Trend-Following
- Ghosts of the Ostfront Series
https://t.co/FRmY5qOYVD
Sign up below:
https://t.co/QB99CWYiYI
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New Newsletter!
In this edition:
- The practical application of "Rocks, Pebbles, Sand"
- The Best Strategies For Dealing With Inflation? Factors And Trend-Following
- Ghosts of the Ostfront Series
https://t.co/FRmY5qOYVD
Sign up below:
https://t.co/QB99CWYiYI
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Ensemble Capital
RT @jdcmedlock: NBER should declare that the economy is “pretty weird” right now
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RT @jdcmedlock: NBER should declare that the economy is “pretty weird” right now
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Offshore
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Jim OShaughnessy
The Prometheans are among us, starting to rebelliously unleash their creative and innovative ideas.
The internet is the largest variance amplifier in human history--the world's gonna shake. It's never been easier to start your own fire, do it. https://t.co/keQHWMzwKj
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The Prometheans are among us, starting to rebelliously unleash their creative and innovative ideas.
The internet is the largest variance amplifier in human history--the world's gonna shake. It's never been easier to start your own fire, do it. https://t.co/keQHWMzwKj
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Offshore
Video
Morning Brew ☕️
These blind dates took a deep dive into each other's pockets.
What they found here 👇 https://t.co/z6gW3mOCRi https://t.co/i1LRLUM1U3
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These blind dates took a deep dive into each other's pockets.
What they found here 👇 https://t.co/z6gW3mOCRi https://t.co/i1LRLUM1U3
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Offshore
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Ethan Mollick
RT @emollick: Stories have a unique place in learning & memory:
📘We remember narratives better than other types of writing
📗Organizations transmit culture through stories, and the types of stories they tell shape that culture
📕Stories allow us to simulate events before encountering them https://t.co/orJOFHpTsC
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RT @emollick: Stories have a unique place in learning & memory:
📘We remember narratives better than other types of writing
📗Organizations transmit culture through stories, and the types of stories they tell shape that culture
📕Stories allow us to simulate events before encountering them https://t.co/orJOFHpTsC
tweet
Rihard Jarc
Investors should take notice of $AMZN ‘s ad business. It has grown quietly over the years and became huge.
Just this quarter the segment made $8.8B in revenue (up 18% YoY). The highest growing big tech ad business in this quarter.
And its already bigger than YouTube.
Long.
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Investors should take notice of $AMZN ‘s ad business. It has grown quietly over the years and became huge.
Just this quarter the segment made $8.8B in revenue (up 18% YoY). The highest growing big tech ad business in this quarter.
And its already bigger than YouTube.
Long.
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