mspacey

@mspacey4415

Individual investor. Chicago Booth alum. CFA = Cat Fanciers' Association

Vrijeme pridruživanja: travanj 2014.

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  1. Prikvačeni tweet
    20. sij

    Some thoughts on Funko . The key question is can its advantages work beyond its current niche market?

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  2. 1. velj
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  3. 1. velj

    oil near $50 again . where are you Iran ?

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  4. 1. velj

    What a great quote ! "at the perfect bottom, everyone’s time horizon would collapse to a single point in time."

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  5. 31. sij
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  6. proslijedio/la je Tweet
    28. sij

    With the IPO this week, I dove into One Medical's S-1, including: -Is its subscription biz worth the SaaS multiple valuation? -Do the unit economics show room for company growth? (feat. pearls) -Will it take on incumbent health system monopolies?

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  7. proslijedio/la je Tweet
    30. sij

    Mike DelPrete's slides on iBuyers at Conference

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  8. 29. sij

    3/n. That's removes a big theoretical risk for . See more detailed discussion in my post here:

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  9. 29. sij

    2/n. Currently both of these layers have multiple 3rd parties - hard to change. Fragmentation of CTV platform (Samsung, Xbox, Playstation.. etc) decreases platforms' ability to force publishers to use captive SSPs. So 3rd party SSPs continue to thrive - - no walled gardens.

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  10. 29. sij

    1/n. Been thinking about risk of CTV going walled garden. I think it's small. For that to happen, CTV platforms have to integrate 2 layers: 1) between CTV app and SSPs, and 2) b/n SSP and DSP. They'd have to disallow 3rd parties or heavily favor its own in each layer

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  11. 29. sij
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  12. 28. sij

    The shortcut is really Return = yield + growth + gain/loss from changes in multiple

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  13. 28. sij

    You can do expected return = current FCF yield + growth in FCF over some time horizon. Just know that it holds up only if your FCF multiple (reciprocal of yield) holds up. If you got big multiple contraction bc growth slows to 0, then no

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  14. proslijedio/la je Tweet

    It has also come to my attention that there is a story going around tonight about an intentional lane violation that I took to ensure Kobe would get his 60th point in his final game and many are applauding me for the gesture. The fact of the matter is that is not true.

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  15. 28. sij

    McDonald's had a southern style chicken sandwich that can match Chic-Fil-A's a few years ago. The fresh beef quarter pounder is really good also. I thought it's going to be a problem with logistics but they really delivered

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  16. 28. sij

    unpopular opinion: McDonalds is super underrated in terms of quality and ability to push out good products. True fast food junkies know

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  17. 24. sij

    I have not seen data that breaks cost by indication/products though? if anyone have color pls share. a clear understanding of unit cost trends is especially important given how much opex are > gross profit

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  18. 24. sij

    core to long thesis is cost leadership and continued reduction in cost per unit. unfortunately that has slowed from 20%+ reduction a year to now single digits. it could be due to intro of new product lines that have not rolled down the cost curve yet.

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  19. proslijedio/la je Tweet
    24. sij

    Clayton Christensen // Very sad news. Not only was Clay an deeply influential business researcher and thinker, he was an incredibly kind person. I have many fond memories of discussing platforms and early thoughts on disruption visiting HBS, Fall 1998.

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  20. 24. sij

    Strong articles on SA . (Although one can reach different conclusions about stock valuation) It shows Chewy isn't . is legit and very underfollowed.

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  21. proslijedio/la je Tweet
    24. sij
    Odgovor korisnicima

    1/ The integration between a DSP and SSP happens loosely based on an OpenRTB spec laid down by IAB. Certain SSP's send additional data to the DSP's using extension objects. They can choose to not send it if they do not wish to.

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