Sunday Finds
Auri Hughes, Palantir, Seven & I Holdings
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Mario Cibelli@mario_cibelli
My instinct is that the market is currently setting business values that may be planting the seeds for the next round of consolidation in global delivery.
♟🛵🍔🍕🥟🚙
(1/x)
Mario Cibelli @mario_cibelli
Public company investors will become over-enamored with logistics operators creating opportunity in marketplace operators again
6:34 PM · Feb 28, 2021
2 Reposts · 13 Likes
Michael Mitchell@IgnoreNarrative
Least favorite investment thesis:
People have to agree with you for you to make money
Most favorite investment thesis:
Some things just take time, you can’t have a baby in 1 month by getting 9 women pregnant
(h/t to WEB for the adapted quote)
2:06 PM · Feb 28, 2021
2 Reposts · 73 Likes
John_Hempton@John_Hempton
I keep meeting people who have purchased their first ever share, and it is a dodgy biotech or a battery technology company with no cumulative R&D or other crap.
These companies are worthless.
These are ordinary middle class Australians.
The scale of this mania is amazing.
4:06 AM · Feb 28, 2021
58 Reposts · 722 Likes
Alexis Gay@yayalexisgay
The collective well-being of Silicon Valley’s most elite executives rests in the hands of 2-3 Peloton instructors.
4:40 PM · Feb 27, 2021
187 Reposts · 4.09K Likes
Warren Pies@WarrenPies
Beginning in March, momentum funds will enter into - what we believe - will be the highest turnover period ever.
Financials + Energy will be bought.
Tech + Healthcare will be sold.
In this report, we map out the reasoning, winners, losers, and implications.
@3F_Research
9:47 PM · Feb 25, 2021
105 Reposts · 424 Likes
Michael Batnick@michaelbatnick
DoorDash looking at ARKK
10:49 PM · Feb 25, 2021
46 Reposts · 837 Likes
Kevin Sekniqi@kevinsekniqi
3:22 PM · Feb 22, 2021
1.38K Reposts · 10K Likes
1
From the Reformed Broker, this was funny, smart, and humbling. If you had triple-digit returns last year definitely read this.