Sunday Finds
Twilio and Kulicke & Soffa
Catch-up on Our Shows From This Week:
3 Good Reads:
1 Good Listen:
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Smart and Funny Tweets:
ValueStockGeek@ValueStockGeek
Harvard made 9.2% over the last decade. The Nevada pension - which uses passive vehicles - has made 10.1% over the last decade.
The manager - Steve Edmundson - makes $127k/year to implement and manage it.
The manager of the Harvard endowment makes $8.6 million/year.
EndowmentLP @EndowmentLP
Ivy + MIT & Stanford endowment returns by fiscal year, 3Y, 5Y, and 10Y. What a run it has been! https://t.co/qHvOhStYbv
11:45 AM · Oct 30, 2021
132 Reposts · 952 Likes
Annanth Aravinthan@ProtagorasTO
1/ This week's Q3 earnings call w/ $FB will likely go down as one of the biggest bets in history. IMO they'll spend >$170B over the next decade on building the metaverse. Since it's my largest position, I've been spending a lot of time reflecting. Attached are my "scratch notes"
3:04 PM · Oct 30, 2021
169 Reposts · 1.16K Likes
Trung Phan 🇨🇦@TrungTPhan
Live footage of Bill Gates and Steve Ballmer after hearing Microsoft ($2.49T) just took over Apple ($2.48T) to become the world’s most valuable firm
10:25 PM · Oct 29, 2021
125 Reposts · 1.31K Likes
Alex Morris (TSOH Investment Research)@TSOH_Investing
Just sold my car to Carvana. A few observations
1/ Used car pricing is insane.
I had a 2015 Civic with 103k miles that I bought for ~$19k (new). First offer from Carvana in April was for ~$10k. Just sold the car for $12.8k. (If I needed to replace it, I would not have sold.)
2:00 PM · Oct 29, 2021
8 Reposts · 142 Likes
John W. Rich (Fake Tech Exec)@Cokedupoptions
Me trying to offload $5.6 billion in Shiba Coin to Deutsche Bank
1:46 PM · Oct 28, 2021
1.04K Reposts · 14.7K Likes
Lawrence Hamtil@lhamtil
What were the go-go stocks for each decade?
1950s: chemicals
1960s: airlines, xerox, IBM, Polaroid
1970s: Nifty fifty
1980s: housing & consumer
1990s: tmt
2000s: commodities and fins
2010s: FAAMMG
What am i missing?
11:28 PM · Oct 27, 2021
10 Reposts · 152 Likes
ra¢h@rachdele
weird coincidence alert! the people who stand to make the most money from cryptocurrency are also the ones most vocal about the fed causing ‘hyperinflation’
4:07 PM · Oct 27, 2021
15 Reposts · 223 Likes