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  1. proslijedio/la je Tweet
    prije 23 sata

    1/Alright, I dunno who started these amazing reviews. Business at work is one of my faves... but here comes State of Serverless. I'm an investor in and My notes

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  2. proslijedio/la je Tweet
    4. velj

    Fundsmith on valuation. "Buy securities that we believe will grow and compound in value, which bonds cannot, at yields that are similar to or better than what we would pay for a bond" This is such a powerful mental model for evaluating stocks, one that I rarely see discussed.

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  3. proslijedio/la je Tweet
    5. velj
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  4. proslijedio/la je Tweet
    4. velj

    Lots of cov-light and EBITDA adjustment talk in US mart but also of note is ever-shrinking debt cushion. A record 35% of loan issuers last year did so sans sub debt, helping bring debt cushion of all outstanding loans down to 20%. It was 29% in 2007.

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  5. proslijedio/la je Tweet
    3. velj

    “I consider myself to be a farmer—not a hunter. And I think most people on Wall Street are hunters. They like to fell big beasts and I’m very comfortable planting a few rows and just tending to them carefully.” -- Tom Russo

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  6. proslijedio/la je Tweet
    2. velj

    Good overview of Visa’s business model & electronic payment processing.

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  7. proslijedio/la je Tweet
    2. velj

    "I'm more concerned about the income statement of a business because every $ in the balance sheet is only worth $1 whereas every $ in the income statement is worth $20." -- Nelson Peltz, Activist Investor

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  8. proslijedio/la je Tweet
    31. sij

    As Capital Camp 2020 gears up, here’s what had to say about improving processes at last year's event. If interested in attending, join the waitlist and we’ll let you know as spots come available.

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  9. proslijedio/la je Tweet
    30. sij

    Just picked this up on the recommendation of a friend. Skimmed it over my morning coffee, looks pretty good. Going to get started tonight.

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  10. proslijedio/la je Tweet
    30. sij

    Amazon and Apple together are bigger than the stock markets of Germany and Australia combined I love this bull market

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  11. proslijedio/la je Tweet
    29. sij

    I think about this chart often. Pay up for quality growth and it will pay you back in kind.

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  12. proslijedio/la je Tweet
    28. sij

    You might have noticed I've been talking about private credit a lot recently. have been hard at work for the last few months on a major expose on the asset class. It's out today, and we hope you'll take the time to read it in full.

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  13. proslijedio/la je Tweet
    28. sij

    Builders started 2019 with 7 months of unsold inventory (highest since 2011), with incentives and price cuts soon following. Heading into 2020, the figure has plummeted to 5.4 months as builders cut back on incentives and are regaining pricing power.

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  14. proslijedio/la je Tweet
    24. sij

    Just published a (very) deep dive on Spotify. 2500+ words on: 1/ The rise of “Ambient Media” 2/ Competitive dynamics shaping the global audio market 3/ Spotify’s ladder Also, why acquiring The Ringer is wholly different than Spotify’s Gimlet buy.

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  15. proslijedio/la je Tweet
    25. sij

    Hadn’t heard this re DoorDash: “Companies including Lime and DoorDash — once able to raise large infusions of cash with little trouble—both sought to raise hundreds of millions of dollars in the past three months and haven’t yet succeeded, people familiar with the attempts said”

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  16. proslijedio/la je Tweet
    24. sij
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  17. proslijedio/la je Tweet

    Fun fact inspired by on "value" funds Russell 1000 Value Index: --10%+ weighting in stocks with P/S >5 --7%+ weightings in stocks with EV/EBITDA (if it exists!) Beyond Meat, Verisign, Uber, lyft, zillow, etc. Source: factset. please confirm Yikes!

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  18. proslijedio/la je Tweet
    16. sij

    DoubleLine's Inaugural Round Table Prime 2020 Hosted by featuring Jeffrey Gundlach, Edward Hyman, Steven Romick, , , and . Segment 2: Talking Markets

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  19. proslijedio/la je Tweet
    23. sij

    DoubleLine's Inaugural Round Table Prime 2020 Hosted by featuring Jeffrey Gundlach, Edward Hyman, Steven Romick, , , and . Segment 3: Biggest Risks & Best Ideas

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  20. proslijedio/la je Tweet
    10. sij

    DoubleLine's Inaugural Round Table Prime 2020 Hosted by featuring Jeffrey Gundlach, Edward Hyman, Steven Romick, , , and Segment 1: Global Macro Economy & Outlook

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