Zach Ginsburg

@ZachGins

Investor @ OCV | Prev Wild Ventures | invest in startups | TA+FA+events drive my public trading | sports, health, family

LA
linkedin.com/in/zachary-gin…
Vrijeme pridruživanja: lipanj 2009.
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  1. Prikvačeni tweet
    31. pro 2019.

    Bears say market will crash, citing longest bull run in history BUT 🚀Secular trends galore (robotics, ai/ml, autonomous, genomics, space, logistics, crypto, etc) 💰$2T+ in cash/MM funds 📈Annualized/aggregate returns far from highs 👌Valuations reasonable 📉Low WACC/opp cost

    S&P 500 Cumulative/Annualized Total Returns by Decade... 1930-39: -9%/-1% 1940-49: +126%/+9% 1950-59: +492%/+19% 1960-69: +111%/+8% 1970-79: +78%/+6% 1980-89: +396%/+17% 1990-99: +433%/+18% 2000-09: -9%/-1% 2010-19: +256%/+14%
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  2. prije 2 sata

    Are podcasts the end all for non-subscription media? How consistent is the strategy across media co's? "The Ringer business model: use the web and social media to acquire listeners, and podcasts to monetize them. Spotify...to continue this approach." h/t

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  3. 4. velj

    Market now pricing in at least 2 rate cuts. Pending the coronavirus becoming an epidemic, I think this is doubtful

    2 korisnika označavaju da im se sviđa
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  4. 4. velj

    Just 1 month ago, all the twitter chatter was how VCs were seeing portfolio co’s move from AWS to Google Cloud. Interesting to re-read these threads now that the results are in. Google hits $10B run rate (# includes g-suite) but AWS ADDED $10B in last Q alone

    2 korisnika označavaju da im se sviđa
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  5. 3. velj

    led us up and now it’s likely going to lead us down hard rejection off 2050 level, now negative Chinese markets down 8% Still a bull long-term but likely 5%+ more downside to come in the short term… break and close below 3215 and watch out

    1 proslijeđeni tweet 3 korisnika označavaju da im se sviđa
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  6. 3. velj

    holdings They've been pounding the table on forever... 10.22%TESLA INC 8.04%SQUARE INC - A 6.85%ILLUMINA INC 5.66%INVITAE CORP 5.03%STRATASYS LTD 4.37%CRISPR THERAPEUTICS AG 3.44%2U INC 3.29%EDITAS MEDICINE INC 3.21%ROKU INC 3.07%INTELLIA THERAPEUTICS INC

    5 korisnika označava da im se sviđa
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  7. 3. velj

    Another example of a pre-ipo company trying to lever up to make themselves more attractive for their roadshow. More cash = less risk to IPO buyers. Negative signal, but it's been working for others...

    wow, via
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  8. 3. velj

    Meanwhile those who got allocations in the IPO are up 80%, while employees and long term holders will end up holding the bag when this thing eventually flops pre-lockup expiration

    4 korisnika označavaju da im se sviđa
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  9. 3. velj

    holders take note...

    Do we all understand how contraction and expansion ("the longer the base, the higher in space") works now?
    3 korisnika označavaju da im se sviđa
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  10. proslijedio/la je Tweet
    31. sij

    Amazing to see growth -expects to hit 2M subscribers this spring -podcast "business casual" hit 1M downloads -grew revenue from $3M to $13M since start of 2019 -CAC via referalls, content partnerships Super impressed and would have never expected this.

    1 reply 5 proslijeđenih tweetova 35 korisnika označava da im se sviđa
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  11. 31. sij

    Would def add to this list also...

    3 korisnika označavaju da im se sviđa
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  12. 31. sij

    -up ~60% in two weeks -always good to have protection -100k 20 Feb 2020 calls were purchased on 1/23, somebody knew something...

    -Sitting on support, risk/reward good imo -200,000+ calls coming in on 2/19 $22 calls, HUGE -$AAPL led to new highs and now looking toppy at 93 weekly RSI - will it lead us lower?
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  13. 31. sij

    -right before super tuesday

    BREAKING: DNC has changed debate qualification rules that had kept some candidates out of debates, including several who have dropped out; the changes now allow a path for Mike Bloomberg to participate in the Feb. 19 debate in Las Vegas. -
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  14. 31. sij

    Publishing/media was declared dead as a venture investment are showing otherwise Get an insanely loyal fan base and they’ll refer and constantly engage Think the has an opportunity Who else?

    14 replies 3 proslijeđena tweeta 49 korisnika označava da im se sviđa
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  15. 31. sij

    needs to create its own internal crypto hedge fund/advisory practice -immediatly charge 2% on aum instead of its standard 0.5% for custody -launch IEOs w/ pref towards clients -solidifies moats on OTC/exchange biz -use "chinese wall" like all banks to prevent conflicts

    3 korisnika označavaju da im se sviđa
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  16. 31. sij

    Amazing to see growth -expects to hit 2M subscribers this spring -podcast "business casual" hit 1M downloads -grew revenue from $3M to $13M since start of 2019 -CAC via referalls, content partnerships Super impressed and would have never expected this.

    1 reply 5 proslijeđenih tweetova 35 korisnika označava da im se sviđa
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  17. 31. sij

    -finds what's overbought/oversold -buys weekly expirations -publishes report on friday when options premium lowest -pumps stock -exits -rinse and repeat

    Citron long . We also rec. this report but all data from Biz Con China and App download and calls with competitors confirm financials. biz is on fire in China. Citron has respect for Muddy, but this anon. report will fall short on accuracy. Expect LK management response
    1 proslijeđeni tweet 2 korisnika označavaju da im se sviđa
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  18. 31. sij

    Reading through filing on the txn "Company desires to issue to Daniel Katz 141,669 shares (the “Katz Compensation Shares”) of common stock" Immediate $5M+ payout for SEC Filing:

    4 proslijeđena tweeta 23 korisnika označavaju da im se sviđa
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  19. 30. sij

    Using historical rev multiples to determine whether a market is overvalued today is as lazy as it gets. How do all the other metrics compare? -rev growth rates -ave gm% -market opportunities -interest rate environment etc etc etc

    Tweet je nedostupan.
    2 korisnika označavaju da im se sviđa
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  20. proslijedio/la je Tweet
    30. sij

    Barstool rev estimates by year 2019: $90-$100M 2018: ~$50M 2017: ~$30M Crazy thing is most of rev is STILL probably from merch, then podcasts then everything else Valuation = all rabid userbase + synergies

    1 reply 1 proslijeđeni tweet 4 korisnika označavaju da im se sviđa
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  21. 30. sij

    Does anyone have meta data on variance between unrealized IRR vs actual at the end of a VC fund in early stages of fund lifecycle? Seeing too many YC demo day funds w/ 20%+ paper IRRs and am mentally discounting these by 50%. But what’s actual % I should be discounting?

    1 proslijeđeni tweet 4 korisnika označavaju da im se sviđa
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