Sunday Finds
Ocado Group, Simon Erickson Talks Affirm
Catch-up on Our Shows From This Week:
3 Good Reads:
1 Good Listen:
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Smart and Funny Tweets:
Granite Bay Capital@GranitebayCap
The Gaming Ecosystem! Developers, Engines, eSports, Betting, Fantasy Sports, Streaming, Platforms, Enablers. Doesn't include everyone.....but it should be pretty damn close. What's got you most excited?
1:34 AM · Aug 17, 2021
29 Reposts · 138 Likes
Masterly Inactive@masterly_in
1/ If you're finding out $DLO for the 1st time, please be careful.
Apart from being richly valued (even pre-earnings), it was riding very soft Q2 comps as mgmt mentioned on the conf call. They don't expect these high growth rates to continue for the next few quarters
3:41 AM · Aug 19, 2021
7 Reposts · 77 Likes
Michael Mitchell@IgnoreNarrative
OK so something that I don't talk about very often but is on my mind right now
I've been involved in markets for 18 years. I've seen a lot of drawdowns and a few crashes
I try as hard as I can to be dispassionate because I believe firmly it's critical to success
But...
9:31 PM · Aug 19, 2021
16 Reposts · 271 Likes
TikTok Investors@TikTokInvestors
Seems low tbh.
3:26 PM · Aug 19, 2021
64 Reposts · 772 Likes
Rolf Degen@DegenRolf
Meta-analysis: The instruction "try to remain awake for as long as possible!" works successfully against insomnia.
onlinelibrary.wiley.com/doi/full/10.11…
2:36 PM · Aug 18, 2021
44 Reposts · 274 Likes
Kyle Cerminara, CFA@kcerminara
I love reading this every few months.
2:29 AM · Aug 17, 2021
184 Reposts · 1.11K Likes
George@NoonSixCap
4:51 PM · Aug 16, 2021
1 Repost · 84 Likes