Stacey

@iamstacetheace

Hates compounders. Dabbled in modeling (h/t Excel). Gig’em Ags!

Texas
Vrijeme pridruživanja: travanj 2009.

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  1. Prikvačeni tweet
    8. ruj 2017.

    General heads up: I'm limited in tweeting about specific stocks. Open DM. I cover consumer, TMT, some industrials.

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  2. 1. velj

    Hanging with peeps that don’t TikTok can be difficult. Saying, “Don’t look at me like that,” only engenders odd looks.

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  3. 31. sij

    If furniture is your thing, Smith Leonard has a monthly survey on U.S. residential manufacturers and distributors.

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  4. 30. sij

    UK grocery spend is spreading out, w/# of people visiting Aldi or Lidl up from 43% in 2016 "those who said they had used one of the big four remained static at 84%, the number shopping ‘little and often’, avoiding a big main shop, soared from 11% five years ago to 17% today."

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  5. 28. sij

    Anyone checked out Parlia ()? It's a wiki mapping out opinions/ideas and pertains to describing rather than debating. Seems like a pretty cool idea (though I'm not a wiki expert by any means :) )

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  6. 28. sij

    Having a Fitbit around the ankle is a new one for me

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  7. 27. sij

    Found the perfect gift for my friends' kids. "No, Johnny, the entirely age-appropriate book you're holding is for peons. Here's this instead. Guard it...and it shall guide you."

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  8. 23. sij

    Something that has increased my work productivity (& mitigated feeling overwhelmed) is the Pomodoro Technique - 25 min focus solely on the task at hand - 5 min break - After 4, 15 min break - Repeat I use an extension in my Chrome browser - called Marinara: Pomodoro Assistant

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  9. 21. sij

    Things have been changing for DTC brands. Quick growth is no longer as economical, yet this is what VCs are looking for. - Rising CAC - Revenue wall hits at ~$50mn or less - DTC co's likely need $100mn+ annual sales to get past Series A

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  10. 19. sij

    What do you get excited about? Me: You mean besides exercising, sleep, and commoditized and/or poorly run businesses? Yeah, like normal stuff. Me: Well, recently I’ve gotten into reading old books (pre-1940’s). Then I buy more additional books based on their references.

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  11. 15. sij

    Nah, son. Put down that plate and rack on 4x10’s and a 5 instead.

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  12. 11. sij

    If anyone is knowledgeable with GDS, NDC, and associated industry dynamics/public companies, please DM me if you're open to discussing. We've been doing some work here lately.

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  13. 10. sij

    Hey you want to hang out tonight? Me: Sorry I already have plans

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  14. 10. sij

    For kicks, I filled in orders for Vestas through YE and intake looks to be (2%) below Bloomberg's FY19 estimates. For 4Q19E, it's an estimated (38%) below consensus - tbf beat 3Q order intake by 25%.

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  15. 10. sij

    DFW population growth ranked 1st in US metro in terms of population growth last decade. And expected to grow high-teens % this decade to 9mn. Ohhh hell to the naw

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  16. 10. sij

    Thanks for sharing this article 👀 - Top 10% of drinkers = >50% of alcohol consumption - Those in the three bottom deciles don't drink at all - Median consumption among drinkers is 3x per week

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  17. 9. sij
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  18. 9. sij

    Some US studies: - (15%) drop in US monthly alcohol sales after medical marijuana laws https :://papers ssrn com/sol 3 /papers cfm?abstract_id= 3063288 - No direct impact (potential for bias) https :://www brewersassociation org/insights/cannabis and the beer industry

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  19. 9. sij

    Interesting article about Canada beer sales falling (1st full year w/legal weed). Do think it's bad for booze. But there's also the structural trend w/ppl drinking less (eg younger gens). I tend to think this is the bigger beer impact right now ex any shifts betw alcohol types

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  20. 8. sij

    Initially thrown for a loop when homeboy started dumping his BlenderBottle onto his hands 🤨Chalk in a shaker...genius, weird, or overkill?

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  21. proslijedio/la je Tweet
    7. sij

    Reminder: won Xmas cards this year. Source also posted.

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