Sunday Finds
Brad Freeman, Mohawk Group, Activision Blizzard
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Tech Bro Capital@capital_bro
(1/x) Thread on $BTN, a small cap holding company that is my newest and biggest position. The company has an interesting history and was founded in 1932 as a designer of film projectors; it went public in 1995 with two segments: theater and lighting. The company benefited from
11:05 PM · Feb 13, 2021
14 Reposts · 114 Likes
Holger Zschaepitz@Schuldensuehner
Just to put frothiness into perspective. Total call volume skyrocketing along w/the market, driven by the retail crowd as retail investors are stuck home. Perhaps reopening of the economy will lead to subsiding option volume and retail interest, SRP says.
10:08 AM · Feb 13, 2021
136 Reposts · 447 Likes
Ahmed Mushfiq Mobarak@mushfiq_econ
A thread about the derivative of ln(x)
1/x
8:38 PM · Feb 13, 2021
5.24K Reposts · 37.3K Likes
Mario Cibelli@mario_cibelli
An incomplete list of things that one may encounter along the way if one plans on owning a great consumer company over the long-term - 5 to 10+ years
(1/x)
5:42 PM · Feb 13, 2021
50 Reposts · 361 Likes
FMV@Find_Me_Value
$ATVI Activision Blizzard - Slide Deck now available (138 slides)
Trial version available (18 slides) - findmevalue.net
Feedback / comments definitely welcomed
4:14 PM · Feb 12, 2021
11 Reposts · 47 Likes
Keubiko@Keubiko
$UBER going for the gold in the Adjusted EBITDA Olympics. Highly profitable if you ignore the expenses amirite.
Diogenes @WallStCynic
(2) And just like $LYFT, when $UBER says it will be “profitable” in 2021, that means they will lose $(300-400) million in the 4Q. #MakeStuffUp
2:18 PM · Feb 11, 2021
23 Reposts · 143 Likes
Tom Gardner@TomGardnerFool
Netflix is up 600X since its IPO.
40% per year.
Earned over 19 years.
Those returns include:
DOWN 80%
May 2011 - Sep 2012
DOWN 30%
Jun 2018 - Sep 2019
ZERO RETURNS
May 2004 - Dec 2008
May 2011 - July 2013
Feb 2014 - Mar 2015
July 2015 - Nov 2016
Your biggest takeaways?
1:14 PM · Feb 11, 2021
98 Reposts · 586 Likes
BlueToothDDS@BlueToothDDS
Recent musings on payments as it relates to $SHOP + $FB: first some basics, then a few thoughts on recent developments
TLDR: Capturing % of GMV great for SHOP (already well appreciated), but perhaps even better for FB (still early days, unlikely to see impact until Q3 this year)
Jerry Capital @JerryCap
$SHOP Expands Its Checkout System to $FB and Instagram
https://t.co/IsM1FNsFXV
12:01 PM · Feb 11, 2021
45 Reposts · 285 Likes
Keubiko@Keubiko
Mother Of God.
4:25 AM · Feb 11, 2021
16 Reposts · 284 Likes