Sunday Finds from Chit Chat Money
Interview with Kermit Capital, Fiverr, and Autodesk
Content from Us:
Other Stuff:
Smart and Funny Tweets:
TikTok Investors@TikTokInvestors
Money tip #1: always trust a guru who starts their video getting out of a sports car.
s/o @dannyleland #fintok #finance #realestate #investing #guru
4:38 PM · Oct 10, 2020
12 Reposts · 114 Likes
Sean D. Emory@_SeanDavid
Square announced that they were major buyers of bitcoin in Q2: $SQ
This is a continuation of their strategy to build the payment ecosystem of the future.
1. Cash App remains the fastest growing digital wallet (#1 in the App Store) where you can buy and sell bitcoin.
👇🏼
1:06 PM · Oct 10, 2020
3 Reposts · 27 Likes
Post M.@Post_Market
Are we getting to the point where GPs are going to raise 3rd party capital in the public markets to negotiate against themselves on the behalf of the SPAC shareholders? What am I missing here @WallStCynic?
Bilal Zuberi 🇺🇸🇵🇰 @bznotes
1/ We are starting to see really int’g things happen with SPACs. Appears to me they are here to stay for good. In fact, we may see larger VC firms raise SPACs just to focus on their own portfolios. Similar to how we saw increase in growth/opportunity funds managed by VCs.
2:27 PM · Oct 10, 2020
5 Reposts · 45 Likes
baufinanciaphaster 👹@bauhiniacapital
The secret to becoming a trillionaire, even if you have no capital to start.
Save on $4 coffee/day by drinking water, invest $28 every week, earn 1% a week like @reallwillmeade says by buying ETFs and hedging with puts (like HFs do). After 40yrs, you will have $2.98 trillion.
11:27 AM · Oct 10, 2020
38 Reposts · 418 Likes
Ernest Wong@ErnestWongBWM
$COST thread for the weekend... The biggest misunderstanding about $COST today is that its reluctance to embrace e-commerce (curbside pickup, BOPIS etc) makes $COST fall behind. Rather, their strategy on e-commerce shows a deep understanding of its core value proposition.
8:41 PM · Oct 9, 2020
19 Reposts · 168 Likes
Invest Like the Best@InvestLikeBest
In our recent episode Invest Like the Best episode, @Jesse_Livermore says he isn't that worried about near-term inflation. Even if there is another stimulus.
Let's run through why. 🏃
6:22 PM · Oct 9, 2020
17 Reposts · 218 Likes
Eddy Elfenbein@EddyElfenbein
In 1999, Merrill Lynch issued 940 buy recommendations and 7 sells recs. Morgan Stanley had 670 buys and zero sells. via @morganhousel
8:32 PM · Oct 9, 2020
18 Reposts · 75 Likes
Ernie Tedeschi@ernietedeschi
It worked.
Cliff Maloney @LibertyCliff
*gov't spends $900 billion*
"Why didn't that work? Weird."
*gov't spends $1 trillion*
"I don't understand, why didn't that fix it?"
*gov't spends $2 trillion*
"It's definitely gonna work this time, just give it a minute."
7:27 PM · Oct 9, 2020
106 Reposts · 508 Likes
Kermit Capitál 🇵🇦 🇨🇺@KermitCapital
Dennis Hong (@DennisHong17) is the fund manager that I admire the most.
He holds high conviction names in high concentration.
I've watched the following interview multiple times & have taken something new away from it every time.
youtube.com
What makes internet stocks attractive? A talk with Dennis Hong (ShawSpring)
5:05 PM · Oct 9, 2020
4 Reposts · 65 Likes
georgia orwell@georgia_orwell_
“Other levers” 🤣
on.ft.com/34E5WpR
11:08 AM · Oct 9, 2020
13 Reposts · 83 Likes
Daniel Kline@worstideas7
What stock do you think gets overlooked because it’s something different than it once was. For me it’s Blackberry. A major makeover that worked but nobody cares because it’s not a smartphone company any more.
12:27 PM · Oct 9, 2020
1 Repost · 28 Likes
Lawrence McDonald@Convertbond
It must be nice to be an airline CEO. You can recklessly engage in share buybacks to enrich yourself and when ur behavior catches up to u, np just tap the Fed & taxpayers. Capitalism without consequences is not capitalism.
Via @tylerwinklevoss
8:21 PM · Oct 8, 2020
214 Reposts · 1.05K Likes
Tobias Carlisle@Greenbackd
Got a bid for the house from OpenDoor. Offered about 20% of value according to Zillow based on comps from Phoenix. The house is in LA.
Good luck to everyone investing in this algo.
Ryan Reeves @investing_city
This has to be high on my list of favorite company values:
BPS for Breakfast -- OpenDoor
"We eat “BPS (basis points) for breakfast” — meaning we are always looking for where we can take costs out of the transaction — so we can put more money in the pockets of our customers."
4:13 PM · Oct 8, 2020
22 Reposts · 388 Likes
Liviam Capital@LiviamCapital
What is a cool list of things/businesses that are presently being disrupted by new technologies, etc?
Not looking for $NFLX streaming disrupting the TV industry type of examples as this is a bit more mature.
Looking for disruptors that are still in the top of the first inning.
1:38 PM · Oct 8, 2020
15 Likes
Alexander Taub@ajt
What is the biggest company that is very close to being a scam without outright being one?
I think Nielsen, specifically their ratings, is probably top 3 in my book. It’s mind boggling that anyone makes decisions based on it. Before the rise of the internet but more so now.
4:42 PM · Oct 6, 2020
21 Reposts · 303 Likes
Todd Campbell@ebcapital
If you don't own $AMZN as a core holding, I'm genuinely curious to learn why. Hit me the rationale in the comments.
#stocks
10:14 PM · Oct 7, 2020
3 Reposts · 76 Likes
Steve Burns@SJosephBurns
What is currently the fastest growing cult in the world?
8:11 PM · Oct 7, 2020
27 Reposts · 370 Likes
Tobias Carlisle@Greenbackd
Sentiment check:
ShitFund @ShitFund
Value investors are pretty fucked up in the head. They think shitcos are magically going to turn into good companies while at the same time thinking great companies are somehow going to fall apart.
It's like betting on the Orioles against the Yankees forever. What a way to live
8:03 PM · Oct 7, 2020
7 Reposts · 167 Likes