Ari Sass
@FullySynergizedI like adjusted, pro forma, fully synergized, constant currency, non-GAAP EBITDA and Shaw Brothers martial arts films.
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Funds managed by Dyal (owned by OWL) own a piece of Iconiq who is a large shareholder of OWL. Iconiq sells a business to OWL and structures a shared services agreement. My head is spinning.
Back to where it was in late June and absolute panic sets in
"Our products represent a high % of our customers' total spend so they really scrutinize our pricing policy and actions." - no management team ever
Consensus estimates for $MRVL data center implies $356M of revenue growth from Q1 to Q4 yet they should get $500M or so incrementally just from custom ASICs. Never mind sequential growth in optics, storage... What am I missing here?
In ten years, the default search engine on Apple devices will be...
I know many are skeptical of $APD hydrogen strategy but that seems discounted in the stock. Assume half the $15B in capital investments earn no return over next few years and using conservative valuation makes $200 a reasonable floor. r/r seems very compelling. Other views?
IR pet peeve: "I can't tell you that but it'll be in the 10K/10Q in a few days."
According to a recent Billboard article, Taylor Swift accounted for 1.8% of music consumption in the U.S. in 2023. It goes on to say Pop as a genre had a 12.3% share...so Taylor Swift accounted for 15% of all Pop music consumption in the U.S. in 2023? This can't be...can it?
For the life of my I don’t understand why debt/EBITDA is the de facto way to measure and evaluate leverage.
Great framework for investing in “Value” and “Growth” from Capital Returns: Our goal is to find investments in depressed industries at positive inflection points in the capital cycle and in sectors with benign and stable supply side fundamentals.
I used to be solely focused on positive earnings revisions but more and more found “trough on trough” type setups to be very compelling. Don’t need the earnings revisions so much as sentiment going from horrible to less horrible. Good biz is a prerequisite though or just a trade
$WD YTD: Transaction volumes -55% Revenues -20% Adj EPS -26% ROE -800 bps Stock +44% So many examples like this where direction of rates driving narrative way more than near term fundamentals.
Inflation is transitory…mmm actually inflation is structural…wait inflation is transitory…
The alpha is in buying good companies that are getting better rather than the consensus best companies of today (or yesterday).
I think it’s probably fair to say the hardest part of investing for me is compiling a list of the best companies in the world with incredible moats and huge returns on capital, only to observe that all of them are overpriced to the point that they will provide underperformance
If my four kids are a good sample, I’d say Fortnite popularity is experiencing a massive resurgence.
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