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 …
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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.
23 replies 193 retweets 1,030 likesShow this thread -
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.
$BRK7 replies 19 retweets 236 likesShow this thread -
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.
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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 19 retweets 237 likesShow this thread -
Replying to @LAForeverHall
$DNKN has very happy franchisees and a massively leveraged balance sheet devoted to gobbling up its own stock... do with that what you will...1 reply 1 retweet 3 likes
Thanks Ian! I will definitely look into it... love those setups.
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