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Librarian Capital
"McDonald’s touchscreen kiosks were feared as job killers. Instead, something surprising happened" (CNN)
Kiosks haven't led to job losses because they help expand volume (including w/ upsell) and also because they often don't work
$MCD
cc @McFranchisee
https://t.co/Yguvxd4zKZ
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"McDonald’s touchscreen kiosks were feared as job killers. Instead, something surprising happened" (CNN)
Kiosks haven't led to job losses because they help expand volume (including w/ upsell) and also because they often don't work
$MCD
cc @McFranchisee
https://t.co/Yguvxd4zKZ
tweet
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Librarian Capital
Masayoshi Son on Mark Zuckerberg and Bill Gates:
“These are one-business guys. I am involved in 100 businesses and I control the entire [tech] ecosystem ... The right comparison for me is Napoleon, Genghis Khan or Emperor Qin. I am not a CEO. I am building an empire" https://t.co/9bdaelbpz5
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Masayoshi Son on Mark Zuckerberg and Bill Gates:
“These are one-business guys. I am involved in 100 businesses and I control the entire [tech] ecosystem ... The right comparison for me is Napoleon, Genghis Khan or Emperor Qin. I am not a CEO. I am building an empire" https://t.co/9bdaelbpz5
My book essay on the mystery of Masayoshi Son, SoftBank’s global disrupter-in-chief. Is he a visionary or an inveterate gambler who got lucky? https://t.co/y7Aq88pOQO via @ft tweet
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Hidden Value Gems
RT @HiddenValueGems: The latest Memo by @HowardMarksBook on the shortcomings of today's economic plans of the politicians. As someone who has experienced EM policies first-hand, I can attest to these points 👇🏽
➡️"In the world of politics, there can be limitless benefits and something for everyone. But in economics, there are only tradeoffs."
➡️"You can set prices for goods, but you can’t make people produce them."
➡️"Mandating lower prices is generally the least effective way to get them."
➡️"Governments can pass laws designed to encourage or even compel behavior, but in general they can’t mandate economic outcomes. There are so many moving pieces and second-order consequences that governments generally can’t engineer both prosperity and the specific economic outcomes that policymakers may seek."
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RT @HiddenValueGems: The latest Memo by @HowardMarksBook on the shortcomings of today's economic plans of the politicians. As someone who has experienced EM policies first-hand, I can attest to these points 👇🏽
➡️"In the world of politics, there can be limitless benefits and something for everyone. But in economics, there are only tradeoffs."
➡️"You can set prices for goods, but you can’t make people produce them."
➡️"Mandating lower prices is generally the least effective way to get them."
➡️"Governments can pass laws designed to encourage or even compel behavior, but in general they can’t mandate economic outcomes. There are so many moving pieces and second-order consequences that governments generally can’t engineer both prosperity and the specific economic outcomes that policymakers may seek."
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Offshore
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Stock Analysis Compilation
Greenhaven Road on KKR $KKR US
KKR’s growing AUM, fueled by increasing demand from high-net-worth and mass affluent investors for alternative investments, positions it for sustained long-term growth
(Extract from their Q2 letter) https://t.co/ygPwNUAsEB
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Greenhaven Road on KKR $KKR US
KKR’s growing AUM, fueled by increasing demand from high-net-worth and mass affluent investors for alternative investments, positions it for sustained long-term growth
(Extract from their Q2 letter) https://t.co/ygPwNUAsEB
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Value Spotlight (Andrew Sather)
Animated Guide: Growth Rate for Terminal Value/ Stable Growth Rate for DDM https://t.co/mg9dIVCNhi
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Animated Guide: Growth Rate for Terminal Value/ Stable Growth Rate for DDM https://t.co/mg9dIVCNhi
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Investing visuals
Sentiment around Crowdstrike $CRWD has shifted significantly since its Q2 earnings. The stock is now up nearly +40% from its August lows.
Here's a quick overview of this unique cybersecurity company 👇 https://t.co/Vgs7nOVsFw
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Sentiment around Crowdstrike $CRWD has shifted significantly since its Q2 earnings. The stock is now up nearly +40% from its August lows.
Here's a quick overview of this unique cybersecurity company 👇 https://t.co/Vgs7nOVsFw
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Stock Analysis Compilation
Saga Partners on Trupanion $TRUP US
Trupanion has disrupted the pet insurance market with a superior value-driven model, scaling rapidly while maintaining industry-low costs and high customer satisfaction
(Extract from their Q2 letter) https://t.co/ATrJv6uRt6
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Saga Partners on Trupanion $TRUP US
Trupanion has disrupted the pet insurance market with a superior value-driven model, scaling rapidly while maintaining industry-low costs and high customer satisfaction
(Extract from their Q2 letter) https://t.co/ATrJv6uRt6
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AkhenOsiris
Hotel giant 😂
Fixed: "Indian cockroach hotel Oyo..."
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Hotel giant 😂
Fixed: "Indian cockroach hotel Oyo..."
$BX - Indian hotel giant Oyo buys Motel 6 brand in $525M deal seekingalpha.com/news/415174… - Seeking Alpha Market Newstweet
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Stock Analysis Compilation
Harris Associates on Centene $CNC US
Centene’s leadership in government healthcare programs and its successful Medicare turnaround offer strong growth potential, with shares trading at a highly attractive valuation
(Extract from their Q2 letter) https://t.co/E9CEYeCYsC
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Harris Associates on Centene $CNC US
Centene’s leadership in government healthcare programs and its successful Medicare turnaround offer strong growth potential, with shares trading at a highly attractive valuation
(Extract from their Q2 letter) https://t.co/E9CEYeCYsC
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Librarian Capital
Saying an investment idea is terrible on social media is like telling someone their wife/husband is a bad person
There is almost never any upside
Unless you short, the right response after establishing an idea is bad is to stop wasting time on it. So there's a good chance the other guy has more information or even "analysis" (but not a better understanding) than you
Don't engage promoters
Just block
tweet
Saying an investment idea is terrible on social media is like telling someone their wife/husband is a bad person
There is almost never any upside
Unless you short, the right response after establishing an idea is bad is to stop wasting time on it. So there's a good chance the other guy has more information or even "analysis" (but not a better understanding) than you
Don't engage promoters
Just block
tweet