Three Digit PE

@threedigitPE

Aussie hedge fund analyst. Tweets on ASX equities, finance stuff, etc.

Sydney, New South Wales
Vrijeme pridruživanja: kolovoz 2019.

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  1. prije 23 sata
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  2. 16. sij
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  3. 11. sij

    Idea generation tip - pick a company/theme, read as much as you can in a few hours (/review your notes and model) and then either swim/run... amazing what an hour stuck with just your thoughts can do

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  4. proslijedio/la je Tweet

    For non-Arabic speakers, reporting in the main news outlets NYT and Wash Post is so misinformed (either on purpose or because of incompetence) that you might think that the Iraqi State has officially voted for ejecting US forces from Iraq (because of Trump's miscalculated move

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  5. 6. sij

    Early prediction for ASX200 March rebalance. Additions: $MP1 . Removals: .

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  6. 5. sij

    “How was the break?” small talk... kill me now

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

    1. Fundamental analysis that doesn’t respect the reflexive nature of reality is kind of dumb. Reality is only kind of “real” and can be altered, for example, with the strength of belief.

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  8. 22. stu 2019.

    Great read. Highly recommend. If anyone has similar lists, would love to have a look

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  9. proslijedio/la je Tweet
    19. stu 2019.

    charting 10,000 random coin tosses "A complex pattern can appear to emerge from even the simplest random process."

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  10. 19. stu 2019.

    How do you rationalise 7x EV/Sales for a capital intensive (R&D/M&A) software company in a highly competitive industry with no competitive edge/moat, and with no pathway to profitability?

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  11. 19. stu 2019.

    That feeling when a meme is targeted directly at your own niche taste in humour

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  12. proslijedio/la je Tweet
    10. stu 2019.

    THEORY: Most ppl in USA actually resonate most w/ fractalized gov model: -Family level: communist -Friends/tribe: socialist -Municipal->State: democrat -State -> below Fed: republican -Fed & above: libertarian They just haven't taken the time yet to think through it.

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  13. 5. stu 2019.

    Bullish for ? Maybe, but I think elevated feed costs continue to dominate that story

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  14. 2. stu 2019.

    Wow. Love seeing who is on the other side of a trade in this zero sum game.

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  15. 31. lis 2019.

    down 20% in 5 days... losing mkt share to (iOS app downloads) and starting to cycle a huge jackpot run in the pcp

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  16. 31. lis 2019.

    Ok, decided... Tomorrow I’m going long . Risk/reward into the Fed Court judgment now looks attractive.

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  17. 30. lis 2019.

    What result do you expect from the TPG/Vodafone v ACCC proceedings?

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  18. 18. lis 2019.

    Any views on ? Possibly the most boring industry (KYC/AML) but can’t stop thinking out loud about their opportunity! Gf is getting annoyed

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  19. 16. lis 2019.

    Lol... having read the report a second time now, not only do I think there is nothing new, but I reckon you have made at least a dozen significant errors. ... totally missed the mark. Nothing to see here

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