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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Molson Hart‏ @Molson_Hart Jul 6
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      FAANG has much more to fear from the big non-US economies (India, Russia, China, etc. and to some extent the EU) than it does from domestic regulation.

      2 replies 0 retweets 2 likes
    2. Jon FitzSimon‏ @jonfitzsimon Jul 6
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      Replying to @Molson_Hart

      They’re still the market leaders over the next two years though. I’m holding.

      1 reply 0 retweets 0 likes
    3. Molson Hart‏ @Molson_Hart Jul 6
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      Replying to @jonfitzsimon

      Well if it isn't bald n burly, how you doing Pretty sure on a p/e basis they're priced for like the next 300 years of earnings assuming no growth so...dunno about that

      1 reply 0 retweets 1 like
    4. Jon FitzSimon‏ @jonfitzsimon Jul 6
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      Replying to @Molson_Hart

      🤣 I only said 2 years, not 5-10. They’re too entrenched in our daily lives to drop quickly. If/when they drop, it’ll be a slower burn. My guess.

      1 reply 0 retweets 0 likes
      Molson Hart‏ @Molson_Hart Jul 6
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      Replying to @jonfitzsimon

      god only knows

      4:25 PM - 6 Jul 2020
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      • Jon FitzSimon
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