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(1) I'm tired of holier than thou "value" investors acting like ppl who have owned "growth" stocks (like amzn/goog) are reckless/lucky...
The biggest problem with venture capital right now is every Tom, Dick, and Harry with ~0 work experience and a podcast managed to raise a fund when rates were ~0% and not enough smart founders are crazy enough to want them on the cap table. Supply/demand…Econ 101
The biggest problem of venture capital right now is we have made entrepreneurship too safe a career path. Starting a company should be for the crazy, for the obsessed. Instead, it is for the rational. Leave top tier university, raise VC. Own your own time, work on something…
No I don’t want to register for a Q4 account to listen to an earnings call. Continue without registering 🔂
Jerome is now hungover and trying to restore credibility. This 4.5% fed funds rate is akin to saying, “I’m never drinking again.” We’ve all been there…
Jerome Powell is the friend who keeps ordering shots at the bar when everyone is already blacked out
How did J Pow & Biden not see this coming? The potential for an inflationary hangover was obvious
Jerome Powell is the friend who keeps ordering shots at the bar when everyone is already blacked out
More of a quality/mo guy than a value guy, but it’s hard to ignore coal stocks trading at ~50-100% FCF yields at current spot px. $btu
“If this keeps up we’ll have to change our benchmark from the s&p to the Nasdaq” -overheard in Connecticut
$Tsla is now up 47x since I sold it. Oops
I decided to "clean up" my portfolio on 5/16/2012 and sold two stocks that have gone up 744% and 1227% since. #cuttingflowerstowaterweeds
Jerome Powell is the friend who keeps ordering shots at the bar when everyone is already blacked out
Laying off 50% of workforce ONE MONTH after doing a $400mn round is crazy, irrespective of CV. I hope the people that worked hard to build this got real liquidity opportunities along the way
I decided to "clean up" my portfolio on 5/16/2012 and sold two stocks that have gone up 744% and 1227% since. #cuttingflowerstowaterweeds
It’s unbelievable how few people seem to understand the impact a highly levered capital structure can have on equity returns (especially when multiples are expanding and rates falling). If you want to enlighten yourself, read bullet 1 of this letter: sec.gov/Archives/edgar…
Two revolutionary companies went public in the summer of 2004. These are their returns... Google: +2,228% Domino's Pizza: +4,196%
My eye doc told me reading 📚 and staring at 📺 wasn’t bad for your 👁. So this chart of myopia prevalence is just a case of correlation (w lifestyle change) not causation?? Ya right...
Going to hold off on buying that house...Delusional sellers are anchored to transaction comps that happened when stocks were 20%+ higher and rates 100bps lower...
My twitter feed is now >50% small time stock pickers chirping at @elonmusk Brutal, but still better than my Facebook feed 🤷🏻♂️
$exas must be scaring the crap out of shorts like @CitronResearch and @QTRResearch These Pfizer reps could sell a lot of shitboxes
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Global Value Hunter
@stockjock84 -
OswaldValue
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Mailroom Capital
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NoEdgeMonkey
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Uncovering Value
@stockthoughts81 -
Thompson Clark
@rtclark -
James Reynolds
@TenebristGlobal -
HTL Capital
@hardtoleecap -
Doug Ott
@yesandnotyes -
Outside View
@OutsideView_ -
Kevin Holloway
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Kambei
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Cyrus Black
@CyrusBlack3 -
Gray Fox
@GrayFox3006 -
Red Dog Capital
@red_dog_capital
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