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    1. MALUNACap‏ @maluna_cap 2 Sep 2020

      MALUNACap Retweeted AdjustedEarnings

      Fun exercise, if you could buy one business & never sell it (#neversell), meaning the only source of return is the actual stream of cash flows, what would it be?https://twitter.com/AdjEarnings/status/1301141404899520512 …

      MALUNACap added,

      AdjustedEarnings @AdjEarnings
      Replying to @AdjEarnings
      If one of the twitter investors had $20 billion & ONE investment to make, I have a hard time imagining them going into a highly priced 'quality' co at today's prices and own it forever without being able to sell. The same folks won't buy a rental property with a 2% yield either.
      9 replies 3 retweets 12 likes
    2. Jerry Capital‏ @JerryCap 2 Sep 2020
      Replying to @maluna_cap

      $SPGI $MA $TYL

      2 replies 0 retweets 11 likes
    3. J‏ @jcobbz7 2 Sep 2020
      Replying to @JerryCap @maluna_cap

      Why spgi over msci?

      2 replies 0 retweets 0 likes
      Hide Not Slide‏ @HideNotSlide 2 Sep 2020
      Replying to @jcobbz7 @JerryCap @maluna_cap

      I'd go with SPGI over MSCI because: 1) S&P's index unit is undervalued relative to MSCI despite similar growth rates. 2) Credit ratings adds diversification and gives exposure to the insane levels of debt issuance we're seeing today.

      1:02 PM - 2 Sep 2020
      • 4 Likes
      • Andy Zero J
      0 replies 0 retweets 4 likes

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