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Prikvačeni tweet
Reminder to self: this is who you want to be.pic.twitter.com/cTbGGNzTNX
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O'Leary from RyanAir saying nice things about the Max. Yes, maybe he has to.
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GS telling investors not to get fooled by dividend yields.
$xompic.twitter.com/Te3mugxzQH
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“When people buy based on need they have an unusually sensitive trigger finger when things go bad.” Gundlach @ 19:45ish https://youtu.be/Z1zWzSQhg34 via
@YouTubeHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Bill Brewster proslijedio/la je Tweet
"With streaming, revenue should go 100%, or perhaps more than 100%, to the apps and content owners"-
@bradsling$ROKU$NFLX SITALWeek Sign up: https://evolusophy.us7.list-manage.com/subscribe?u=919fe7da3cb0b5ddf40f70486&id=0d0d2e273c …pic.twitter.com/Nn1ttaWN4y
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Can’t believe I missed this Greenwald podcast. H/t
@colemanrhawkinshttps://podcasts.apple.com/us/podcast/value-investing-with-legends/id1459993408?i=1000460296524 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
The
@EdLatimore quote that stuck with me is “The key is believing (a) you’re the shit and (b) nothing at the same time.”https://twitter.com/prefshares/status/1223998970319593472 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Bill Brewster proslijedio/la je Tweet
The internet has both created and destroyed vast profit pools for B2C businesses. Mattresses are a solid case study: the industry has been squeezed by a) price transparency & b) lowered barriers to entry. Tuft & Needle was founded in ‘12, w/ $6k and grew to $100M w/ no VC funding
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Good thread by a guy that really understands incentives.https://twitter.com/brentbeshore/status/1223978831448428546 …
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Bill Brewster proslijedio/la je Tweet
Small businesses don’t stay small on purpose.
Fragility explains 9/10th of price. Going to zero is not uncommon.
It’s also the biggest opportunity. Big rewards for mitigating risk, adding structure, and releasing the lids inhibiting growth.https://twitter.com/tsludwig/status/1223710595280596992 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
People are dunking on
@jimcramer for saying “he’s done with fossil fuel stocks.” If you actually listen to what he said he lays out a fairly compelling case for why they are structurally being sold, and possibly quite good value today.https://twitter.com/VYefremov/status/1223356924508459009 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Bill Brewster proslijedio/la je Tweet
Nomad’s Nick Sleep 2005 investment thesis for Costco
$COSTpic.twitter.com/3RS8rN8e3f
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An under discussed reason Buffet recommends the S&P ETF is the tax efficiency embedded in the ETF structure.
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Strong response/mini thread here.https://twitter.com/skelecap/status/1223255573140922369 …
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My man
@kylerhasson is/has been pretty damn close.https://twitter.com/phoenixvalue/status/1222945829868142595 …
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Pumpkin swordfish. If you don’t know you better ask somebody.pic.twitter.com/tEKq9ku6aF
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For anyone interested in my “character arc” from value to GARP. Wrote this a couple weeks ago.https://sullimarcapital.group/2020/01/10/cognitive-dissonance-revisited/ …
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My lady has been saying this would happen for a while. Fast fashion isn’t environmentally conscious. Resale is. No strong view on whether it works but I like
$jwn trying. Nordstrom will begin selling used clothes - The Washington Posthttps://www.washingtonpost.com/business/2020/01/29/nordstrom-gets-into-used-clothes-business/?outputType=amp …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Shoutout to
@asxbites for all the help with the pod! Much appreciated.

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I’m pretty sure
@modestproposal1 has mocked the notion that equity markets are short term. I never really understood his point until recently. It’s impossible to look at SaaS, Tesla, etc and also think “equity is too short term focused.” For some reason that just clicked.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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