Got a lot of great feedback on a podcast and an article I wrote about $CAKE, on the same day!
Was really cool. Thank you everyone.https://twitter.com/morganisawizard/status/1243686537348300800 …
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Just reviewed the whole thing. I think these deserve to be expanded upon (with an example, like you did with Teledyne’s reflexivity-buybacks): 4, 5, 6, 7, *9, 14, 19, 23, 24, 28, 32, 93 You could make it a whole series!
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Also: 35 (other/better kinds of float?) 42 (was brought up on the podcast with Jim but I feel this is *the question* right now - i.e. how to think about “investments” that are expensed rather than capitalized.) 49 (could do a whole thing on the mechanics of measuring ROAS)
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