Sunday Finds
2021 predictions, American Eagle, Dropbox
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Pythia Capital@PythiaR
Elon Musk's 6 techniques for business success:
1) Create a cool product, doesn't matter if it's profitable.
2) Sell t-shirts and stuff so a cult arises
3) Go public, but keep it low float
4) Taunt shortsellers, make wild promises, miss earnings
5) Short squeeze
6) Become rich
7:08 PM · Jan 10, 2021
2 Reposts · 19 Likes
Patrick OShaughnessy@patrick_oshag
1/ GameStop is one of the most fun businesses to study for both its success and failure.
Relative to other specialty retailers, it dominated up until the financial crisis, but has since done very poorly.
But unlike Tower Records or Blockbuster, it is still in business
4:56 PM · Jan 10, 2021
15 Reposts · 164 Likes
Nate Geraci@NateGeraci
Not joking... 13yr old daughter just advised me to buy Roblox IPO to recoup $$$ we plowed into platform over past several yrs.
Opening up a Robinhood acct for her tomorrow.
3:59 AM · Jan 10, 2021
6 Reposts · 196 Likes
funwithnumberz@funwithnumberz
This is what I found in just half an hour regarding $TSLA and $MS. @StanphylCap @TESLAcharts @Keubiko @montana_skeptic @fly4dat @GretaMusk @Paul91701736
12:29 AM · Jan 6, 2021
81 Reposts · 331 Likes
Sahib Singh@sahibcantsingh
what michael jordan did for basketball, elon musk is doing for my roommate who can’t make eye contact
1:27 AM · Jan 10, 2021
178 Reposts · 2.4K Likes
FCF/(D-G)@Ricksalin
Time to de-platform those evil people who rely on EBITDA multiples.
3:39 PM · Jan 9, 2021
49 Likes
Post M.@Post_Market
Three tiers of Twitter, choose the feed setting you want.
Option for only verified and real identity feed, option to include those who share personal ID, option to include those who remain unidentified.
Acquire payment information for additional service offerings cc: @kayvz
6:02 PM · Jan 9, 2021
14 Reposts · 207 Likes
Christopher Bloomstran@ChrisBloomstran
The marriage of auto insurance & Tesla. Fiction or non? It must be hell on the sell side when you have a sell recommendation on a stock that takes off like a SpaceX rocket. Or on a company raising capital. POMO (Pressure Of Missing Out)? So it seems. Yet another $TSLA thread...1/
9:41 PM · Jan 9, 2021
82 Reposts · 309 Likes
Dan McMurtrie@SuperMugatu
What if social media and democracy are simply not compatible?
9:10 PM · Jan 9, 2021
33 Reposts · 525 Likes
Convexity Cowboy@ConvexityCowboy
Instead of simply sharing my personal equity portfolio, I'm going to roast the shit out of each of my names.
Time for a 🧵
1:41 AM · Jan 9, 2021
26 Reposts · 414 Likes
Dan Rose@DanRose999
I was at Amzn in 2000 when the internet bubble popped. Capital markets dried up & we were burning $1B/yr. Our biggest expense was datacenter -> expensive Sun servers. We spent a year ripping out Sun & replacing with HP/Linux, which formed the foundation for AWS. The backstory:
10:52 PM · Jan 8, 2021
6.88K Reposts · 28.9K Likes
Walter Hickey@WaltHickey
this look? this is the last thing that an under-performing company that has not maximized shareholder value in the mid-nineties saw.
2:23 AM · Jan 7, 2021
696 Reposts · 6.42K Likes