Sunday Finds From Chit Chat Money
Interview with Lawrence Hamtil, Roblox, and Magnite
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Smart and Funny Tweets:
Anand Chokkavelu, CFA@anandchokkavelu
The five questions I ask myself before buying a stock:
1. Likelihood of a 10X in 5-10 years? (Ceiling)
2. Likelihood of a 0X in 5-10 years? (Floor)
3. How excited am I to own it for 10 years?
4. How much time did I spend researching it?
5. Was there a wow moment?
12:50 PM · Nov 28, 2020
9 Reposts · 121 Likes
Corry Wang@corry_wang
1/ One of the biggest macrohistorical tech trends that I feel like nobody talks about is the triumph of closed systems over open systems in the last 20 years
4:07 PM · Nov 28, 2020
9 Reposts · 78 Likes
10-K Diver@10kdiver
1/
Get a cup of coffee.
In this thread, I'll help you understand the relationships between *investing* and *inflation*.
5:47 PM · Nov 28, 2020
240 Reposts · 1.32K Likes
Green Chip Capital@GreenChipCap
Getting upset when someone influential criticizes an asset you hold and what that might mean
2:41 AM · Nov 28, 2020
31 Reposts · 277 Likes
Eliot Brown@eliotwb
"If you show revenue, people will ask how much, and it will never be enough"
youtube.com
Silicon Valley No Revenue | Radio On Internet
4:36 PM · Nov 24, 2020
26 Reposts · 233 Likes
Post M.@Post_Market
Relative valuation makes the whole world blind.
5:25 PM · Nov 27, 2020
16 Reposts · 352 Likes
Eric Wright@discoposse
I’m reminded of a chat I had back in 2017 as I got off the plane in Vegas for re:Invent
Them: “do you come to Vegas much?”
Me: “regularly”
Them: “do you gamble?”
Me: “yes, I run all my prod on single instances in US-east-1”
6:32 PM · Nov 25, 2020
112 Reposts · 1.25K Likes
no context succession@nocontextroyco
4:00 PM · Nov 26, 2020
6.64K Reposts · 43.2K Likes
Christopher Bloomstran@ChrisBloomstran
In the category of I thought I’d seen it all, on a day when $548B market cap Berkshire Hathaway $BRKA $BRKB hits an all-time high, it is smaller by market cap than $TSLA? The car company is reported as a $500B market cap. No it’s not... 1/
1:37 AM · Nov 25, 2020
77 Reposts · 472 Likes
Dan Primack@danprimack
Jay-Z is becoming "chief visionary officer" of a cannabis company that's going public via a SPAC, and which raised seed funding from Joe Montana.
2020 is weird.
2:16 PM · Nov 25, 2020
120 Reposts · 1.17K Likes
Fundamental Investor@fundiescapital
What is the value of this stream in perpetuity?
-20 net income
40 D&A
200 stock comp
200 cash flows from operations
-20 capex
If we look at FCF and neglect how much value is given to employees through stock comp, what is the real value of that stream?
8:21 PM · Nov 25, 2020
1 Repost · 13 Likes
StockCats@StockCats
7:17 PM · Nov 24, 2020
92 Reposts · 1.16K Likes
Jake Taylor@farnamjake1
What would you invest in today if your goal was to *lose* money over the next year?
H/t @kczat for the thought exercise.
10:58 PM · Nov 23, 2020
2 Reposts · 60 Likes