Stacey

@iamstacetheace

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

Texas
Vrijeme pridruživanja: travanj 2009.

Medijski sadržaj

  1. 31. sij

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

  2. 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 :) )

  3. 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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  4. 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

  5. 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.

  6. 15. sij

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

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  7. 10. sij

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

  8. 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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  9. 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

  10. 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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  11. 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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  12. 8. sij

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

  13. 7. sij

    Hedge fund industry closures > openings for 5th straight year. Over 4,000 funds have closed during this time period

  14. 3. sij

    Hmm I didn't realize center of store is growing faster than perimeter (per Euromonitor & BB). Resurgence in frozen has undoubtedly helped

  15. 2. sij
  16. 1. sij

    Stacey’s self-sabotage prevention 301 - schedule a 5am workout on New Year’s Day. (Also you have the gym to yourself for one more day before the resolution warriors hit)

  17. 28. pro 2019.

    Switzerland 🇨🇭 Energy drink selection. Ok tastes like Red Bull (taurine slapping you in the face). Nocco is better IMHO

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  18. 23. pro 2019.
    Odgovor korisniku/ci

    Not necessarily I'd argue the valuation differentials are largely warranted between EA and ATVI vs ZNGA and GLUU. EA/ATVI mostly comprised of different value chain (hence EBITDA margin diff). Plus smartphone penetration in some mkts. And new subs services in a crowded space.

  19. 23. pro 2019.

    Merry Christmas and a Happy New Year from me and my family to yours! See y’all in 2020

  20. 14. pro 2019.

    “You’ll need to wear an ugly sweater.” Me: I gotchu fam

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