Sunday Finds
Myles Udland, Izea Worldwide, and Wix.com
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Content from Us:
Other Stuff:
Smart and Funny Tweets:
Luther Heggs Capital, LLC@ConsensusContr1
Analyst: This tech company has a 50% adjusted EBITDA margin and no debt!!!
Client: What does that mean?
Analyst: I’ll tell you what it means...
it means they’re probably getting pretty close to FCF break-even!
3:03 AM · Feb 5, 2021
1 Repost · 23 Likes
Keubiko@Keubiko
Great point. Walgreens would never partner with a questionable firm. Amirite @eholmes2003
Cardinal Trading @CardinalTrades
All this $CLOV hate. You think Walmart partnered with crooks? You think Humana wants help from crooks? Walgreens? CVS? Get real.. see you $20+
10:00 PM · Feb 4, 2021
9 Reposts · 157 Likes
Jerry Capital@JerryCap
Druck on Value-at-Risk (VaR)
7:37 PM · Feb 4, 2021
27 Reposts · 162 Likes
Ramp Capital 💎@RampCapitalLLC
“It’s actually quite simple. I just buy stocks that are going up and I sell them when they stop going up.”
4:17 PM · Feb 4, 2021
64 Reposts · 1.11K Likes
Jon Lai@Tocelot
1/ on one hand, the largest social networks today lean toward real identity: @Facebook @Twitter @tiktok_us etc. Enforcing real identity is fundamental for enabling creators on these platforms to build audiences – simply put, users want to know if that person is real!
11:04 PM · Feb 6, 2021
2 Reposts · 30 Likes
1
I want to highlight this one to show that fund managers are not special. They may have access to “proprietary data” and other expensive information, but at the end of the day just because someone has over $10 billion in AUM or a strong three-year track-record does not make them a golden god.
2
The best thing from this week. Quick, concise, and thought-provoking.