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Prikvačeni tweet
“I believe in the discipline of mastering the best that other people have figured out. I don’t believe in just sitting down and trying to dream it all up yourself. Nobody’s that smart.” – Charlie Munger
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Source: The Economist: Asset Management: Privacy and its limits.pic.twitter.com/wXqT3k4bnk
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"Macy's is closing 125 stores and its corporate offices in Cincinnati, Ohio, as it works to restructure amid the digital retail economy" Even surprised total employment in retail is flat
https://twitter.com/TimDuy/status/1225289230751977472 …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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Totally not in my ballpark - but nice note by
@jvkup in FD on pandemic bond World Bank. An event: B-tranche: 250 death cases / 20 in 8 countries A-tranche: 2500 death cases / 20 in other country Untill Jul/20. Outstanding amount about 500 mln.
pic.twitter.com/RAZFVxh46j
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Nice visual
For these interested: BCA states decline of Warren as one of the reasons why stock market did well last months of 2019 (besides monetary, other (geo)political risks declining (trade war and brexit) and manufacturing recession not spilling over in whole economy).https://twitter.com/biancoresearch/status/1225097948138262528 …
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this is not the "public" intuition imo - I feel lots of ppl still say that with higher oil prices, US shale will pump more oil
don't think "ESG" will directly influence oil demand (we still need it) but it is on the company capital allocators agenda for surePrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
“Our belief is that sentiment regarding supply and demand is near a trough.” “...US shale oil (the only source of global supply growth) has reached peak.” Source: Grey Owl Capital Managementpic.twitter.com/900hLKS614
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I feel they went to the same seminar
Also feels “de-conglomeration” trend continues
pic.twitter.com/Tv7IpmfUYl
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(and yes "high-quality" might have a longer lifespan, less mean reversion and be "underpriced" because of this - but you get the pic
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And to finish: "In theory there is no difference between theory and practice. In practice there is." - Yogi Berra
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Historically some of the then high quality companies might have gone sideways. If debating with other ppl always interesting to ask: give me you portfolio for the coming periof and also how they would react to certain under- or outperformance and certain events.
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Just as a sidenote: finding high-quality (margin, FCF share, ROIC-WACC, good capital allocation,...) companies of the past and see they performed well is not so hard an exercise. It becomes harder if you start today and have to build your portfolio today going forward.
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Some M&A do work out in the end
https://twitter.com/tanayj/status/1224787097044733952 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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If any - conclusion imo is: valuation of S&P 500 is "similar" to last couple of years. You are paying 20-ish earnings for last couple of years
https://twitter.com/charliebilello/status/1224544646702997505 …
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I'm allowed one stupid question per day: what is the long term competitive advantage of Tesla? Do they own certain crucial part of the technology, will they create an ecosystem, brand power, 1st mover, better culture,...
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discretionary & systematic money manager
portfolio management
business models
can disappear into rabbit hole
always open for coffee




