Special Situations 🌐 Research Newsletter (Jay)
$cvna
https://t.co/o2ee55XwMG
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$cvna
https://t.co/o2ee55XwMG
I’ve never seen so many ‘NO-SALES’ at car auctions.
Feels like 50% of cars aren’t selling.
Buyers and sellers are in 2 different dimensions right now. - CarDealershipGuytweet
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I’ve never seen so many ‘NO-SALES’ at car auctions.
Feels like 50% of cars aren’t selling.
Buyers and sellers are in 2 different dimensions right now.
Feels like 50% of cars aren’t selling.
Buyers and sellers are in 2 different dimensions right now.
Offshore
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Tren Griffin
SpaceX launched 46 more Starlink satellites into polar orbit today from Vandenberg in California. The inclination of 97.6 degrees to the equator enables service in polar regions. These satellites are equipped with inter satellite links, which reduces the need for gateways. https://t.co/8kncfZqEBZ
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SpaceX launched 46 more Starlink satellites into polar orbit today from Vandenberg in California. The inclination of 97.6 degrees to the equator enables service in polar regions. These satellites are equipped with inter satellite links, which reduces the need for gateways. https://t.co/8kncfZqEBZ
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Offshore
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Ethan Mollick
We become less happy when we let our mind wander because our mind tends to wander to our 🆂🅴🅲🆁🅴🆃
97% of people have a secret they are keeping & the average person has 13! The more secrets, the unhappier people are, because in idle moments we tend to obsess over our secrets. https://t.co/DcYE8TTnNR
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We become less happy when we let our mind wander because our mind tends to wander to our 🆂🅴🅲🆁🅴🆃
97% of people have a secret they are keeping & the average person has 13! The more secrets, the unhappier people are, because in idle moments we tend to obsess over our secrets. https://t.co/DcYE8TTnNR
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Offshore
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Compounding Capital
$MCW intrigued me at IPO:
1) easy to understand biz
2) fragmented industry
3) UCW model created recurring revs
Issue I ran into was when I called local car washes, only ones that did well were in high barrier to entry mkts.
MCW locations are rural, low barrier mkts. https://t.co/auRfD3J23C
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$MCW intrigued me at IPO:
1) easy to understand biz
2) fragmented industry
3) UCW model created recurring revs
Issue I ran into was when I called local car washes, only ones that did well were in high barrier to entry mkts.
MCW locations are rural, low barrier mkts. https://t.co/auRfD3J23C
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Offshore
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Tren Griffin
In Peloton's S-1 in 2019 it "included a customer lifetime value (CLV) per subscriber of $3,593. It added more than 13 years’ worth of future cash flows without discounting them. Applying even a modest discount rate would slash its CLV by more than 50%." https://t.co/3JrDwAEzGg
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In Peloton's S-1 in 2019 it "included a customer lifetime value (CLV) per subscriber of $3,593. It added more than 13 years’ worth of future cash flows without discounting them. Applying even a modest discount rate would slash its CLV by more than 50%." https://t.co/3JrDwAEzGg
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