Terminal Value

@valueterminal

♀ // Investing & business related stuff, reading recommendations, no politics/sports/food pics. Tweets autodelete

Vrijeme pridruživanja: siječanj 2015.

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  1. proslijedio/la je Tweet

    Fascinating piece of reporting from on fast-food franchise economics. upended the model with single store “owner” employees making $4.2m (!) per store v McDonald’s $2.8m; franchise royalty fees must be 10x McD incl the 50% profit cut

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  2. proslijedio/la je Tweet
    prije 10 sati

    1/ Misguided Beliefs of Financial Advisors (Linnainmaa, Melzer, Previtero) "Advisors trade frequently, chase returns, prefer expensive, actively managed funds, and underdiversify. Their net returns [alphas] of −3%/year are similar to their clients'."

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  3. prije 9 sati

    70% of the member of OTPP are female

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  4. prije 9 sati

    When Claude Lamoreux came in as CEO of Ontario Teachers Pension Plan in 1990 it was $16B assets, $8B underfunded, 100% gov't bonds. How he modernized/diversified is obvious in retrospect but certainly was not so as he did it. Today $200B and fully funded

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  5. proslijedio/la je Tweet
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  6. prije 10 sati

    "With great power comes great responsibility"—Voltaire/Spiderman

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  7. prije 10 sati

    Vaclav Smil: "Emissions will continue to decline in affluent countries & the rate at which they grow in China has begun to slow down... they are speeding up in India & Africa... it is unlikely that we will see any substantial global declines anytime soon"

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  8. proslijedio/la je Tweet
    1. velj

    People are tempted to speak only about the features of their product. Don’t leave out an important pitching factor when you do so. Think of Steve Jobs introducing the iPod Nano. He didn't tell us it had 16GB of memory. He said: "Imagine a thousand songs in your pocket."

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  9. proslijedio/la je Tweet
    3. velj

    Excited to have this out in ! I argue reproduces problematic narratives about crime and punishment as well as upholds major tenets of neoliberalism, including faith in private enterprise, distrust in government, and responsibilization.

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  10. prije 11 sati

    Nice reading list on behavioural science & rational decision-making

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  11. proslijedio/la je Tweet
    prije 21 sat

    First, when it comes to English news reporting of China, always assume you are two days behind, at least. So look for the original story in Chinese. And where do we find them, oh that’s right the usual Falun Gong linked media outlets

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  12. proslijedio/la je Tweet

    will this put an end to all the false narratives out there by permabears. Pretty much ~1:1 ratio. "Since 2010, the S&P has risen 73% of the time when the balance sheet has expanded, and risen 61% of the time during balance sheet contraction phases (using monthly changes)."

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  13. prije 12 sati

    I love Miss Cleo's staggering clairvoyant insights like "you can't sleep at night" and "you don't trust him"... pretty sure nobody is calling a TV psychic if they're sleeping soundly at night & secure about their man's love

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  14. prije 12 sati

    One of my favorite things about social media is interacting with so many of you and discussing principles. I now have a new way to do that—by text. If you want to be part of my community, text me at 1-900-MISS-CLEO. Text now for your free reading—I sense a dark force around you

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  15. prije 12 sati

    "The mainstream approaches investing like a science... Their basic idea is to quantify and exploit the so-called ‘natural laws’ of the stock market. But it isn’t science. In fact, there is little scientific about it"

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  16. proslijedio/la je Tweet
    prije 19 sati
    Odgovor korisnicima

    ICE? False argument. What about Schwab and TD Ameritrade etc who have been selling their retail order flow to HFTs for ages. Or the banks with their dark pools who demanded equity market fragmentation because they wanted a piece of the revenue pie?

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  17. proslijedio/la je Tweet
    prije 21 sat

    Using the ironic thinking emoji was a bold choice

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  18. proslijedio/la je Tweet
    5. velj

    ...Before I became very involved in , I was a sell-side analyst. And to be honest, I was good at my job. I had the best earnings estimate accuracy of anyone on a few stocks and was pleased with my win rate, too. The problem with everything, though, was that my health...

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  19. proslijedio/la je Tweet
    3. velj

    Good write-up on black beauty and hair care by a student at trying to break into VC after graduation - Black hair care was a $2.5B/yr market in '18 - 87% think health is the ultimate beauty accessory - Purchasing power of black consumers is $1.3T

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  20. 5. velj

    "The failed mayoral candidate sold properties and businesses behind [his ex-wife's] back, then withdrew the $1 million and, he claims, burned the money in two bonfires... McConville admitted that he... had no witnesses and didn’t record it" 😂😂

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