Sunday Finds
Q3 Roundtable and Dutch Bros
Catch-up on Our Shows From This Week:
3 Good Reads:
Forecasting Growth From Ensemble Capital (Five-Part Series)
1 Good Listen:
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Smart and Funny Tweets:
Josh Wolfe@wolfejosh
1/
The good news: the METAVERSE is exciting but NOT for the reasons most people are talking about.
The bad news: odds are the 'Metaverse' will be used by IBM in an add before year-end and further dilute + erode it as buzzword bs that we all grow AVERSE to...
7:40 PM · Oct 8, 2021
184 Reposts · 858 Likes
Jamin Ball@jaminball
I've thought about this graph a lot recently (median software multiple vs top 5 median). Historically all of software has traded in a tighter band. Currently, the gap between the "elite" software companies vs overall median is quite wide. I expect this trend to continue
7:20 PM · Oct 8, 2021
12 Reposts · 118 Likes
Ramp Capital@RampCapitalLLC
and are these “trillion-dollar platinum coins” in the room with us right now?
2:24 AM · Oct 8, 2021
151 Reposts · 1.83K Likes
TheLastBearStanding@TheLastBearSta1
China Credit Update - Mini Thread (10/6/21) 👇👇
2:23 PM · Oct 6, 2021
123 Reposts · 514 Likes
Cundill Capital@CundillCapital
Cliff Sosin on changing your mind and stock prices not being diagnostic of a company's success
Cundill Capital @CundillCapital
You just bought a stock. Would you rather it:
7:50 PM · Oct 5, 2021
10 Reposts · 90 Likes
Dan McMurtrie@SuperMugatu
What are the best single business history books outside of the super well known ones (Home Depot, Nike, etc)?
7:24 PM · Oct 5, 2021
58 Reposts · 507 Likes
Grindstone Capital@KonyCapital
Rent the Runway's adjusted EBITDA calculation is the most ridiculous thing I've seen since WeWork.
12:17 PM · Oct 5, 2021
26 Reposts · 370 Likes
Cundill Capital@CundillCapital
David Einhorn today on a value investment like Dillard's and nihilism in the market.
6:08 PM · Oct 4, 2021
18 Reposts · 194 Likes