Bill Brewster

@BillBrewsterSCG

Mostly stocks. 5G, cable, some media, airlines, hoping to learn tech valuation...Always searching for divergent opinions. NOTHING HERE IS INVESTMENT ADVICE.

Chicago, IL
Vrijeme pridruživanja: travanj 2009.

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  1. Prikvačeni tweet
    30. sij

    Reminder to self: this is who you want to be.

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  2. prije 3 sata

    O'Leary from RyanAir saying nice things about the Max. Yes, maybe he has to.

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  3. prije 4 sata

    GS telling investors not to get fooled by dividend yields.

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  4. prije 5 sati

    “When people buy based on need they have an unusually sensitive trigger finger when things go bad.” Gundlach @ 19:45ish via

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  5. proslijedio/la je Tweet
    prije 22 sata

    "With streaming, revenue should go 100%, or perhaps more than 100%, to the apps and content owners"- SITALWeek Sign up:

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  6. 2. velj
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  7. 2. velj

    The quote that stuck with me is “The key is believing (a) you’re the shit and (b) nothing at the same time.”

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  8. proslijedio/la je Tweet
    11. sij

    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

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  9. 2. velj

    Good thread by a guy that really understands incentives.

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  10. 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.

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  11. 1. velj

    People are dunking on 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.

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  12. proslijedio/la je Tweet
    30. sij

    Nomad’s Nick Sleep 2005 investment thesis for Costco

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  13. 1. velj

    An under discussed reason Buffet recommends the S&P ETF is the tax efficiency embedded in the ETF structure.

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  14. 31. sij
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  15. 30. sij
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  16. 30. sij

    Pumpkin swordfish. If you don’t know you better ask somebody.

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  17. 30. sij

    For anyone interested in my “character arc” from value to GARP. Wrote this a couple weeks ago.

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  18. 30. sij

    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 trying. Nordstrom will begin selling used clothes - The Washington Post

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  19. 30. sij

    Shoutout to for all the help with the pod! Much appreciated. 👍🏻🙏🏻👊🏻

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  20. 30. sij

    I’m pretty sure 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.

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