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Profil korisnika/ce LAForeverHall
Liz
Liz
Liz
@LAForeverHall

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Liz

@LAForeverHall

ArIeS. InFp. ChAoTiC NeUtRaL. RaVenClAw. Investor, marketer, performance artist.

Los Angeles, CA
Vrijeme pridruživanja: ožujak 2012.

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    1. Liz‏ @LAForeverHall 14. pro 2019.
      • Prijavi Tweet

      Liz je proslijedio/a tweet korisnika/ceVenkatesh Rao

      Just broke Venkat so I’ll do my own assignment. 1 like = 1 opinion on... investing, I guess. Maybe a few per like if no one wants to play.https://twitter.com/vgr/status/1205977370483556352 …

      Liz je dodan/na,

      Venkatesh Rao @vgr
      Odgovor korisniku/ci @LAForeverHall
      Insufficient info
      15 replies 83 proslijeđena tweeta 637 korisnika označava da im se sviđa
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    2. Liz‏ @LAForeverHall 14. pro 2019.
      • Prijavi Tweet

      1. Fundamental analysis that doesn’t respect the reflexive nature of reality is kind of dumb. Reality is only kind of “real” and can be altered, for example, with the strength of belief.

      21 reply 179 proslijeđenih tweetova 957 korisnika označava da im se sviđa
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    3. Liz‏ @LAForeverHall 14. pro 2019.
      • Prijavi Tweet

      2. Warren Buffett is a master propagandist and you shouldn’t take his folksy mannerisms earnestly. He’s trying to trick you into coming to Omaha so he can impoverish you at his annual carnival. $BRK

      7 replies 16 proslijeđenih tweetova 218 korisnika označava da im se sviđa
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    4. Liz‏ @LAForeverHall 14. pro 2019.
      • Prijavi Tweet

      3. The “present value” of real estate operating lease liabilities is not equivalent to debt in the United States, no matter how many times people say otherwise.

      5 replies 4 proslijeđena tweeta 94 korisnika označavaju da im se sviđa
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    5. Liz‏ @LAForeverHall 14. pro 2019.
      • Prijavi Tweet

      4. When a biz has a layered claim on another, such as $MCD and its franchisees or $MAR and its hoteliers, it’s critical to think about the economics of the sharecropper business. If the sharecropper doesn’t have good economics, eventually the parasitic parent won’t either.

      5 replies 16 proslijeđenih tweetova 210 korisnika označava da im se sviđa
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    6. Liz‏ @LAForeverHall 14. pro 2019.
      • Prijavi Tweet

      5. Changes in a business’s growth trajectory often swamp the merits of valuation, to both the upside and the downside. Favorable inflections can sometimes make you a killing. $TGT

      15 proslijeđenih tweetova 159 korisnika označava da im se sviđa
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    7. Liz‏ @LAForeverHall 14. pro 2019.
      • Prijavi Tweet

      6. Consolidated financials are BS when looking at a company’s leverage. Companies are legally distinct entities and this can result in situations where debt is held at a subsidiary that has no claim on a parent co’s other assets. Important to see which companies guarantee what.

      15 proslijeđenih tweetova 185 korisnika označava da im se sviđa
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    8. Liz‏ @LAForeverHall 14. pro 2019.
      • Prijavi Tweet

      7. Henry Singleton built and dissembled Teledyne so profitably by using the dark arts. Soros gets credit for reflexivity but Singleton understood it intuitively AND knew how to manage narrative to bend it to his own will. Look at how trouble at Argonaut influenced his buybacks.

      5 proslijeđenih tweetova 98 korisnika označava da im se sviđa
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    9. Liz‏ @LAForeverHall 14. pro 2019.
      • Prijavi Tweet

      8. Jeff Bezos is the John Malone of operating expenses.

      1 reply 7 proslijeđenih tweetova 156 korisnika označava da im se sviđa
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    10. Liz‏ @LAForeverHall 14. pro 2019.
      • Prijavi Tweet

      9. Good and underappreciated sources of information are PACER and state regulatory filings. Discovered $CAOX corporate existence was supposed to be terminated decades ago and the company never got around to updating its Articles of Incorporation.

      5 proslijeđenih tweetova 99 korisnika označava da im se sviđa
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      Liz‏ @LAForeverHall 14. pro 2019.
      • Prijavi Tweet

      10. Humans are on the brink of achieving functional immortality and time is about to become much less valuable. Interest rates are already reflecting this.

      15:26 - 14. pro 2019.
      • 46 proslijeđenih tweetova
      • 392 oznake „sviđa mi se”
      • Source Code Consulting Jake Smith Mr. 🦊, CMT Austin L Grelle Brian Foley .gitignore hokobaz thatlazy_kidd ParadoxTrader
      20 replies 46 proslijeđenih tweetova 392 korisnika označavaju da im se sviđa
        1. Novi razgovor
        2. Liz‏ @LAForeverHall 14. pro 2019.
          • Prijavi Tweet

          11. Using history beyond the past twenty years as your understanding of the limits of what sort of corporate growth rates are possible is like using a dowsing rod to start your own water utility. The world really is different now and what didn’t used to be possible now is.

          14 proslijeđenih tweetova 153 korisnika označavaju da im se sviđa
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        3. Liz‏ @LAForeverHall 14. pro 2019.
          • Prijavi Tweet

          12. The $TSLA and $TSLAQ communities are both rational responses to a situation that is almost nothing but high stakes reflexivity. The two forces are in a game of tug-o-war to shape Tesla’s intrinsic value by influencing its stock price. Lots to learn from watching their duel.

          14 proslijeđenih tweetova 171 korisnik označava da mu se sviđa
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        4. Liz‏ @LAForeverHall 14. pro 2019.
          • Prijavi Tweet

          13. Value investing and growth/momentum investing both work and it’s important to respect and try to integrate the best ideas from each investing style into your own. Don’t be a cultist to one style. You’re only harming yourself and your family by drinking the Kool-Aid.

          34 proslijeđena tweeta 246 korisnika označava da im se sviđa
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        5. Liz‏ @LAForeverHall 14. pro 2019.
          • Prijavi Tweet

          14. Financial statements are usually the outputs of a company’s value drivers, not the value drivers themselves. Learning adjacent skill sets, such as direct response marketing, can open up opportunities to you that others can’t yet see. I recommend Tested Advertising Methods.

          5 replies 7 proslijeđenih tweetova 215 korisnika označava da im se sviđa
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        6. Liz‏ @LAForeverHall 14. pro 2019.
          • Prijavi Tweet

          15. Knowledge is abundant and by itself is only rarely a competitive advantage. But you can create an edge by synthesizing knowledge to create an understanding that is unique to you.

          60 proslijeđenih tweetova 347 korisnika označava da im se sviđa
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        7. Liz‏ @LAForeverHall 14. pro 2019.
          • Prijavi Tweet

          Taking a break now that I’ve worked through my backlog. Will do more later if more likes come, though.

          0 proslijeđenih tweetova 53 korisnika označavaju da im se sviđa
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        8. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          16. The strength of the crypto and pot stock bubbles were influenced in part by how aggressively they were hyped by investment newsletters. The size of the industry would surprise most people. The largest co. has a subscriber base in the seven figures.

          3 proslijeđena tweeta 117 korisnika označava da im se sviđa
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        9. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          17. Company narrative metagame management is one of the primary roles of a good CEO and most do a poor job of it. Managing your narrative is a big aspect of capital allocation and can create or destroy fortunes for your shareholders.

          6 replies 33 proslijeđena tweeta 314 korisnika označava da im se sviđa
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        10. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          18. This is why Elon Musk may be one of the greatest CEOs of all time, ESPECIALLY if you think Tesla is worthless. Narrative management + capital allocation alters intrinsic value.

          5 replies 27 proslijeđenih tweetova 240 korisnika označava da im se sviđa
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        11. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          19. Some of the most basic setups are basically just capital structure arbitrage. Have doubled my money on $MAR from the company replacing higher cost equity with lower cost debt. Doesn’t always work out but when it does it’s like putting biz performance on steroids.

          4 proslijeđena tweeta 140 korisnika označava da im se sviđa
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        12. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          20. Dispassionate analysis will always have its place but emotion can add a ton of value to an investor’s skill set. Putting yourself in the customer’s shoes can help you share empathy with them, which can tell you a lot about WHY they use the products and services they do.

          15 proslijeđenih tweetova 149 korisnika označava da im se sviđa
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        13. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          21. Distressed situations are fascinating because they’re just as much about game theory as they are about legal protections and rights. The Vulture Investors by Hilary Rosenberg is a fun book on the subject, for those of us (mostly) locked out of this game.

          15 proslijeđenih tweetova 179 korisnika označava da im se sviđa
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        14. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          22. Markel’s culture is overrated. The company’s predecessor was literally formed to take advantage of regulatory capture its founder created. Here’s $MKL co-CEO Richie Whitt talking about the scheme. “It was pretty brilliant.” I’ll say. https://www.carriermanagement.com/news/2016/09/19/158932.htm …pic.twitter.com/dtj2JxoEXs

          16 proslijeđenih tweetova 102 korisnika označavaju da im se sviđa
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        15. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          23. Alternatively, $MKL culture is underrated because the company has a history of being kinda clever and sneaky. Choose your own adventure. I own $MO. I’m not beyond making money from regulatory capture. 😂

          1 reply 4 proslijeđena tweeta 71 korisnik označava da mu se sviđa
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        16. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          24. Economic moats are cool but aren’t the only thing. Commoditized businesses can be great investments despite low AVERAGE returns if the range of possible outcomes is wide enough.

          1 reply 6 proslijeđenih tweetova 108 korisnika označava da im se sviđa
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        17. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          25. For example, industries with relatively low short term price elasticity of supply occasionally experience jackpot economics when the service they’re supplying is mission critical. See: shipping.

          9 proslijeđenih tweetova 149 korisnika označava da im se sviđa
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        18. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          26. In highly reflexive businesses, short sellers are kind of like economic terrorists by reducing the range of possible intrinsic value outcomes.

          3 proslijeđena tweeta 51 korisnik označava da mu se sviđa
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        19. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          27. The pink sheets are one of the last Wild West markets in, well, the West. The SEC’s new proposed rule may make trading many of the stocks there much more difficult in the next few months. Looking forward to major dislocations, if so. Do the homework now to be ready.

          7 proslijeđenih tweetova 72 korisnika označavaju da im se sviđa
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        20. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          28. Businesses that don’t have economic moats yet but are developing them can be better investments than businesses that already do.

          27 proslijeđenih tweetova 230 korisnika označava da im se sviđa
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        21. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          29. Social hierarchies come natural to humans, so entities that sell perceived access to higher tiers of those hierarchies will always be in demand. Social signaling never dies and neither will lux goods and services.

          32 proslijeđena tweeta 251 korisnik označava da mu se sviđa
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        22. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          30. The economy is creating more wealthy people and more poor people. The middle gets eaten by the economic meat grinder. The same is true for businesses. Midline is usually the worst place to be. High end and low end are key to the American Carnage portfolio.

          19 proslijeđenih tweetova 154 korisnika označavaju da im se sviđa
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        23. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          31. You can run your own John Malone home game. Dividend stocks are for tax deferred accounts and geezers who want an extra $20 per month in income to supplement their SSI. Compounders are for taxable, just gotta hold them til you die so your heirs get a cost basis step-up.

          2 proslijeđena tweeta 75 korisnika označava da im se sviđa
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        24. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          32. LTV/CAC analysis can really screw you up if you don’t consider cohorts and scale of spend. Often, your earliest adopters are your biggest fans. If you don’t have an internal growth engine, there’s a good chance you’ll run into diseconomies of scale in customer acquisition.

          1 reply 14 proslijeđenih tweetova 160 korisnika označava da im se sviđa
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        25. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          33. Real estate leases serve as a hedge against Wholesale Transfer Pricing. Advertising may be the new rent, but the rent is month-to-month so if you don’t expect to get squeezed it’s your own fault.

          2 proslijeđena tweeta 51 korisnik označava da mu se sviđa
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        26. Liz‏ @LAForeverHall 15. pro 2019.
          • Prijavi Tweet

          34. Insurance tends to be an awful business, but a fun way to check the trend in reserving adequacy is converting calendar year loss development triangles into accident year ones. Insurance has goofy accounting so sometimes you can gain insight from the granularity.

          1 reply 1 proslijeđeni tweet 37 korisnika označava da im se sviđa
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        27. Liz‏ @LAForeverHall 16. pro 2019.
          • Prijavi Tweet

          35. Insurance float is one of the worst kinds of float because what you can do with it is heavily regulated. If someone is starting an insurer for float, run away. There’s a good chance they’re either living decades in the past, planning a scheme, or lacking in creativity.

          7 proslijeđenih tweetova 96 korisnika označava da im se sviđa
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        28. Liz‏ @LAForeverHall 16. pro 2019.
          • Prijavi Tweet

          36. Anti-prestige businesses are often not appreciated on the market. There’s often value in companies that cater to non-coastal regions and rural communities.

          4 proslijeđena tweeta 139 korisnika označava da im se sviđa
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        29. Liz‏ @LAForeverHall 16. pro 2019.
          • Prijavi Tweet

          37. Having a list of businesses that should do well in alternate economic environments can be useful to help you move quickly if things change. $FMBL will make a killing if interest rates rise, for example, because of its huge base of non-interest bearing deposits.

          1 reply 4 proslijeđena tweeta 83 korisnika označavaju da im se sviđa
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        30. Liz‏ @LAForeverHall 16. pro 2019.
          • Prijavi Tweet

          38. Get on the mailing lists of the major investment newsletter publishers. Sometimes they’ll pitch a small cap stock for months at a time in their advertising, if the return on ad spend is high enough. Between a small float and a million Boomers, interesting things can happen.

          3 proslijeđena tweeta 82 korisnika označavaju da im se sviđa
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        31. Liz‏ @LAForeverHall 16. pro 2019.
          • Prijavi Tweet

          39. Alternatively, just check out Stock Gumshoe and avoid the spam. There’s a guy there who analyzes the advertisements and outs the stocks they’re pitching. Sometimes the momentum from a repeated pitch alone is enough to be worth a small wager. http://www.stockgumshoe.com 

          1 reply 5 proslijeđenih tweetova 127 korisnika označava da im se sviđa
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        32. Još 13 drugih odgovora

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