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1/Alright, I dunno who started these amazing reviews.
@okta Business at work is one of my faves... but here comes@datadoghq State of Serverless. I'm an investor in$OKTA and$DDOG https://www.datadoghq.com/state-of-serverless/ … My notesPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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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.pic.twitter.com/3dYTfxZgML
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Exclusive: in Q4 letter, Lee Ainslie Warns Of Dangerous Market Levels A La 1999 https://valuewalkpremium.com/2020/02/lee-ainslie-adds-20-in-2019-warns-of-dangerous-market-levels-a-la-1999/ …
@TheBubbleBubble$spy$djipic.twitter.com/qHbpyhFgTF
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Lots of cov-light and EBITDA adjustment talk in US
#leveragedloan 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.pic.twitter.com/ajVP47WqiV
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“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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Good overview of Visa’s business model & electronic payment processing.
$V$MAhttps://revenuesandprofits.com/how-visa-makes-money-understanding-visa-business-model/ …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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"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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As Capital Camp 2020 gears up, here’s what
@mjmauboussin 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.#CapitalCamphttps://youtu.be/yXtGOusf-m4Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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Just picked this up on the recommendation of a friend. Skimmed it over my morning coffee, looks pretty good. Going to get started tonight.pic.twitter.com/6Fhgzf39M4
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Amazon and Apple together are bigger than the stock markets of Germany and Australia combined I love this bull market
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I think about this chart often. Pay up for quality growth and it will pay you back in kind.https://twitter.com/BluegrassCap/status/642465755284422657 …
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You might have noticed I've been talking about private credit a lot recently.
@GregObenshain 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.https://www.institutionalinvestor.com/article/b1k369v2lg69qt/High-Yield-Was-Oxy-Private-Credit-Is-Fentanyl …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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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.
@JBREC#JBRECDailyInsightpic.twitter.com/mWnIoaqDa9
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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.https://venturedesktop.substack.com/p/spotify-the-ambient-media-company …
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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”pic.twitter.com/p9Nd9oHwtB
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4Q19 RiverPark Large Growth Fund on
$SDC,$TWTR,$NOC,$TDC https://tinyurl.com/w4drvr8 More fund letters
https://tinyurl.com/ygunhsrw pic.twitter.com/sPo5UCYw69
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Fun fact inspired by
@Greenbackd 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.@EconomPic please confirm#s Yikes!Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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DoubleLine's Inaugural Round Table Prime 2020 Hosted by
@ShermanShowPod featuring Jeffrey Gundlach, Edward Hyman, Steven Romick,@DiMartinoBooth,@biancoresearch, and@EconguyRosie. Segment 2: Talking Marketshttps://www.youtube.com/watch?v=z9TWGlJPdew …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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DoubleLine's Inaugural Round Table Prime 2020 Hosted by
@ShermanShowPod featuring Jeffrey Gundlach, Edward Hyman, Steven Romick,@DiMartinoBooth,@biancoresearch, and@EconguyRosie. Segment 3: Biggest Risks & Best Ideashttps://www.youtube.com/watch?v=dtnDQThLvsU …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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DoubleLine's Inaugural Round Table Prime 2020 Hosted by
@ShermanShowPod featuring Jeffrey Gundlach, Edward Hyman, Steven Romick,@DiMartinoBooth,@biancoresearch, and@EconguyRosie Segment 1: Global Macro Economy & Outlookhttps://www.youtube.com/watch?v=uerwLDDB5pA …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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