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If furniture is your thing, Smith Leonard has a monthly survey on U.S. residential manufacturers and distributors. https://www.smith-leonard.com/wp-content/uploads/2020/01/Furniture-Insights-January-2020.pdf …pic.twitter.com/maUU1qFb67
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Anyone checked out Parlia (https://parlia.com/ )? 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 :) )pic.twitter.com/7xS5I5pCnR
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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."pic.twitter.com/wznD2p7jxQ
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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 https://www.modernretail.co/startups/in-2020-dtc-brands-will-hit-a-revenue-wall/ …pic.twitter.com/t4nupaRE6N
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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.pic.twitter.com/boXFESUAvD
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Nah, son. Put down that plate and rack on 4x10’s and a 5 instead.pic.twitter.com/ivQYbtCfmS
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Hey you want to hang out tonight? Me: Sorry I already have planspic.twitter.com/0pnyYwGq8T
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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%.pic.twitter.com/Wz0DhZUrGb
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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 http://dallas.culturemap.com/news/city-life/01-09-20-dfw-lead-population-growth-2020-2029-cushman-wakefield/ …pic.twitter.com/LQaIGo3PY1
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Thanks
@leoncoe 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
https://www.google.com/amp/s/www.washingtonpost.com/news/wonk/wp/2014/09/25/think-you-drink-a-lot-this-chart-will-tell-you/%3FoutputType%3Damp …pic.twitter.com/FqEfKJDrql
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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 typespic.twitter.com/oQnVt6w2CN
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Initially thrown for a loop when homeboy started dumping his BlenderBottle onto his hands
Chalk in a shaker...genius, weird, or overkill?pic.twitter.com/oxiDr1k726
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Hedge fund industry closures > openings for 5th straight year. Over 4,000 funds have closed during this time periodpic.twitter.com/igNvzSyT20
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Hmm I didn't realize center of store is growing faster than perimeter (per Euromonitor & BB). Resurgence in frozen has undoubtedly helpedpic.twitter.com/YN4qbprTNW
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New Year, new minimum wage hikes across 26 states + D.C. Deets by state = https://wolterskluwer.com/company/newsroom/news/2019/12/workers-in-majority-of-us-states-to-see-an-increase-in-minimum-wage-in-2020.html …pic.twitter.com/lNKUDFepM7
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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)pic.twitter.com/5iSI3DAN0d
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Switzerland
Energy drink selection. Ok tastes like Red Bull (taurine slapping you in the face). Nocco is better IMHOpic.twitter.com/mkCxUztdDE
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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.pic.twitter.com/Pgf1A6K105
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Merry Christmas and a Happy New Year from me and my family to yours! See y’all in 2020pic.twitter.com/nilrdUk4Yq
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“You’ll need to wear an ugly sweater.” Me: I gotchu fampic.twitter.com/gAijs79znt
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