Sunday Finds from Chit Chat Money
Matt Cochrane and the TSOH, Unity, and Sony
Content from Us:
Other Stuff:
Smart and Funny Tweets:
no context succession@nocontextroyco
8:00 PM · Oct 3, 2020
1.83K Reposts · 7.79K Likes
James Mishra@rishmishra
Every eighteen months, Silicon Valley comes up with a new term to describe people selling stuff on the Internet.
2:56 PM · Oct 3, 2020
9 Reposts · 270 Likes
myles@linkedinmindset
“we found an 18-year-old who just made a viral tweet about getting a UTI. we’re going to have him reply to the tweet with a link to buy your product”
6:02 PM · Oct 2, 2020
1.98K Reposts · 27K Likes
ValueStockGeek@ValueStockGeek
After spending a lot of time reading old VIC posts, here are a few conclusions:
1) Bad industries stay bad. There is not a miracle coming that will change it.
2) Simple ideas are for making money and complicated ones are for boosting egos.
3) Stay away from ‘sum of the parts.’
8:50 AM · Oct 3, 2020
54 Reposts · 517 Likes
Nate Geraci@NateGeraci
Submitting for chart crime... 🚨 🚨
The case:
Comparing # of global ETFs (incl bond & alt ETFs) to # of US-listed stocks.
Actually 7,000+ global ETFs.
Plus, fun fact: there are 650k combinations out of Chipotle’s 25 ingredients.
Fun fact #2: Approx 8,000 mutual funds in US. https://t.co/zwXdfV03lx
Vincent Deluard @VincentDeluard
Fun fact of the day:
There are now more ETFs than stocks listed on the NYSE and Nasdaq 😱😱
PS: I will update this tweet when there are more SPACs than stocks 😉 https://t.co/YF6PNXX5GE
2:30 PM · Oct 3, 2020
3 Reposts · 26 Likes
ValueStockGeek@ValueStockGeek
Reminder: You can lose money in a good business if you overpay.
$CSCO doubled revenues and gross profits from 2000-10.
The stock was flat from 2000-10 with a 86% drawdown. Why? Multiple compression. Price/sales went from 6x to 3x.
It’s not enough to buy a great business.
12:59 PM · Oct 3, 2020
39 Reposts · 288 Likes
modest proposal@modestproposal1
Corporate governance best practices right here
12:26 PM · Oct 2, 2020
31 Reposts · 272 Likes
Jerome A Powell@alifarhat79
Doctor Cramer vs. General Gerber
12:49 AM · Oct 3, 2020
25 Reposts · 396 Likes
invertir.blog@invertir_blog
Experiment is online: an "Index" 📈 to track the most popular stocks by users who disclose their portfolio on #twitter.
Hopefully it will be able to handle the traffic without crashing the website (it is meant to update on its own).
invertir.blog/fintwitter-ind…
9:35 PM · Oct 2, 2020
54 Reposts · 314 Likes
Rudy Havenstein, now with sound.@RudyHavenstein
Bulls on Parade!
4:48 PM · Oct 2, 2020
16 Reposts · 59 Likes
Toby ☕️@tobydoyhowell
Only the 2 MIT grads who built an algorithm to match you with wine can save us now
3:34 AM · Oct 2, 2020
117 Reposts · 1.76K Likes
Alex Good@goodalexander
Let's talk about Warren Buffett. A thread. 1/ I grew up in Omaha, born and raised. All I ever wanted to do was escape. I loved hedge funds. Hated Buffett. The one day someone told me Buffett used to be the wildest fund manager of all. I didn't believe at first, but I learned.
10:45 PM · Oct 1, 2020
44 Reposts · 365 Likes
Diogenes@WallStCynic
You People Have Lost Your Damn Minds Dept: All gambling revenues(casino, online, sports, pari-mutuel, Native American, etc.) in the USA will probably be less than $80B in 2020, growing 2% per year. Sports betting(less than $2B) is about 2% of the total.
1:00 PM · Oct 1, 2020
23 Reposts · 151 Likes