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.
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26. In highly reflexive businesses, short sellers are kind of like economic terrorists by reducing the range of possible intrinsic value outcomes.
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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.
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28. Businesses that don’t have economic moats yet but are developing them can be better investments than businesses that already do.
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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.
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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.
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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.
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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.
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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.
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Replying to @LAForeverHall
What does this imply about the trend toward shorter term leases (WeWork, coliving, pop up retail)
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This year’s hit financial thriller, Cobra Kai, explaining Wholesale Transfer Pricing.https://m.youtube.com/watch?v=Ejk9nPv805U …
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Replying to @LAForeverHall
I get it, but why are tenants running towards this?
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