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LAForeverHall's profile
Liz
Liz
Liz
@LAForeverHall

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Liz

@LAForeverHall

ArIeS. InFp. ChAoTiC NeUtRaL. RaVenClAw. Investor, marketer, performance artist. My investing articles: https://lizardbrain.substack.com/ 

Joined March 2012

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    1. Liz‏ @LAForeverHall 15 Dec 2019
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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.

      2 replies 28 retweets 246 likes
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    2. Liz‏ @LAForeverHall 15 Dec 2019
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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.

      1 reply 30 retweets 277 likes
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    3. Liz‏ @LAForeverHall 15 Dec 2019
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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.

      2 replies 21 retweets 172 likes
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    4. Liz‏ @LAForeverHall 15 Dec 2019
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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.

      2 replies 2 retweets 91 likes
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    5. Liz‏ @LAForeverHall 15 Dec 2019
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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.

      1 reply 15 retweets 172 likes
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    6. Liz‏ @LAForeverHall 15 Dec 2019
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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.

      2 replies 2 retweets 58 likes
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    7. Liz‏ @LAForeverHall 15 Dec 2019
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      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 retweet 42 likes
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    8. Liz‏ @LAForeverHall 16 Dec 2019
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      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.

      2 replies 7 retweets 103 likes
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    9. Liz‏ @LAForeverHall 16 Dec 2019
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      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 replies 5 retweets 149 likes
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    10. Chandler Thurmon‏ @ChandlerThurmon 22 Dec 2019
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      Replying to @LAForeverHall

      Could you argue that prestigious companies are overvalued? Case and point $FRC ?

      1 reply 0 retweets 1 like
      Liz‏ @LAForeverHall 22 Dec 2019
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      Replying to @ChandlerThurmon

      I haven’t looked at $FRC but I will. I actually think SOME prestigious companies are very well positioned in the long term, but mostly the ones focusing on luxury. Great thought and worth digging into.

      1:00 PM - 22 Dec 2019
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