substrata.

@sbtr11

private investor, latest holdings on link in bio. here for , , finance and memes. there's levels to it, you and i know:

Singapore
Vrijeme pridruživanja: srpanj 2018.

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  1. Prikvačeni tweet
    31. pro 2019.

    Farewell to 2019, it was a pretty good year for personal investing! Thanks to all who were generous with their time and ideas.

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  2. proslijedio/la je Tweet
    31. sij

    earned $1.4bn of distributable earnings (DE) in 2019, but BV grew by $3.4bn (+26% YoY). BS investments appreciate but dont show up in DE til sold. Accrued earnings are just as real + valuable as DE. FPAUM +14% Mgmt fees +15% Expecting very big 2 yrs ahead for AUM growth.

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  3. proslijedio/la je Tweet
    31. sij

    If you size it right and can hold it for 2-4 weeks, most of these Virus stocks have 75% downside. , ,

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  4. proslijedio/la je Tweet

    With and posting huge cloud numbers along with posting big data center numbers and posting a beat while , not so much, this leaves room for a big beat for if CapEx was there, which I suspect it was.

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  5. proslijedio/la je Tweet
    30. sij

    Square has been the single most impressive company to study for me as I start my new job. They have nailed both SMB and consumer side so brilliantly. Most companies would be lucky to get just one side right.

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  6. proslijedio/la je Tweet
    27. sij

    “Those times when you get up early and you work hard, those times when you stay up late and you work hard, those times when you’re too tired and you don’t feel like working and you do it anyway: That is actually the dream. The destination is the journey.” - Kobe Bryant RIP 🙏

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  7. proslijedio/la je Tweet
    7. pro 2019.

    Apple making this change, when they're incentivized not to, shows they have their head on straight

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  8. proslijedio/la je Tweet

    Tomorrow Amazon should open at or above 2050, thus beginning the completion of a massive Cup and Handle pattern with a target of 2754. Thus will begin the annihilation of stock market perma-bears.

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  9. proslijedio/la je Tweet
    30. sij

    Amy Hood is such an underrated CFO.

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  10. proslijedio/la je Tweet
    11. sij

    I own shares in all of the stocks in red. Looking forward to the earnings reports!

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  11. proslijedio/la je Tweet
    30. sij

    Quick TikTok case study: About 3 months ago we started DMing and sending free product to anyone with a decent following (5k+). We’ve sent ~100 units costing ~$2k. Yesterday a review video did over 2 million views and we did over $50k in sales (avg. day ~$8k).

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  12. proslijedio/la je Tweet
    15. sij

    Short-Selling Thread: Given the semi-euphoric state of markets I thought it would be a good idea to have a discussion about one of my favorite activities: short-selling (yes I'm a bit of a masochist). Any constructive input is welcomed.

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  13. proslijedio/la je Tweet
    30. sij

    New from The LT3000 Blog: Learning the wrong lessons; style drift; and why smart value investors underperform

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  14. proslijedio/la je Tweet
    31. sij
    Odgovor korisniku/ci

    Agree that it's a massive trend. However, the growth rates at this scale are frankly astounding.

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  15. proslijedio/la je Tweet
    31. sij

    Amazon AWS: $40B revenue run-rate Grew 34% annually 67% of Amazon's operating income Microsoft Azure: Est. $20B revenue run-rate Grew 62% annually & accelerating Tracking to be Microsoft's largest business soon Remarkable. Two $1T companies are driven by cloud infrastructure.

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  16. proslijedio/la je Tweet
    31. sij
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  17. proslijedio/la je Tweet
    31. sij

    New from The LT3000 Blog: Facebook - the bear case Cheers, Lyall

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  18. 30. sij

    trying to figure out stock price:

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  19. proslijedio/la je Tweet
    30. sij

    It took til the very last question of the call to get our first real clue from the co on where out-year operating margins could go:

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  20. proslijedio/la je Tweet
    30. sij

    5 ways to kill your culture: 1) Break promises 2) Promote undeserving people 3) Incentivize cutthroat behavior 4) Bog down performers w process 5) Dismiss constructive feedback

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  21. proslijedio/la je Tweet
    30. sij

    Single stock short trades have limited gain potential at 100% & unlimited potential loss. Long trades have limited potential loss at 100% & unlimited potential upside. Limited upside vs unlimited downside is bad math. Shorts not using stops set themselves up for failure

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