Fischer Black

@fischersblack

Concentrated long / short equity speculator 🔥 I am inevitable 💎 The Original Black Album 💿 I am risk-on af 🎰

New York, USA
Vrijeme pridruživanja: srpanj 2019.

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  1. Prikvačeni tweet
    30. sij

    Nomad’s Nick Sleep 2005 investment thesis for Costco

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  2. prije 4 sata
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  3. proslijedio/la je Tweet
    15. stu 2019.

    Investors valuing public cloud providers like enterprise SaaS companies. Running IaaS is hard 🏋️‍♀️ and very capital intensive. Cloud providers need to refresh their entire server, storage, and networking footprint every 4-6 years just to stay current. CapEx can’t stop won’t stop 💰

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  4. prije 6 sati

    Trying to make sense of the

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  5. proslijedio/la je Tweet
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  6. proslijedio/la je Tweet
    24. srp 2019.

    “In the long-run, every kind of industry, every kind of product either becomes a monopoly or a commodity. In the long-run, margins either go to infinity or go to zero.” -

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  7. 2. velj
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  8. 2. velj

    Jim Simons’ Medallion Fund will see lower returns in 2020 as Zero Hedge ban reduces amount of dumb money bets in the market ✌️

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  9. 2. velj

    Jeff Ubben 2012 Value Investing Congress presentation “Avoiding Complexity and The ValueAct Circle of Life”

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  11. proslijedio/la je Tweet
    1. velj

    Market cap per employee at software companies

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  12. 1. velj

    Short-term interest rates since the early 80s Source: Barrons

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  13. 1. velj

    hopes to recreate Microsoft and Amazon’s success 😂😂😂

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  14. 1. velj

    When options predict earnings Source: Barron’s

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  15. 1. velj

    Needham with a $581 price target 🎯for Source: Barrons

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  16. 1. velj

    Joel Greenblatt interview on the Anatomy of an Investment Idea (2006)

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  17. 1. velj

    . what do you think?

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  18. 1. velj

    Prediction: will be broken up in the next 12-18 months. IBM will separate the low margin, declining services business from the mainframe and software assets. This is why Ginni announced two leaders upon her departure. 👊

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  19. proslijedio/la je Tweet
    26. sij

    The amount of engagement i'm anecdotally seeing on Twitter is *way* up the last few months.

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  20. 31. sij
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  21. 31. sij
    Tweet je nedostupan.
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