Sunday Finds From Chit Chat Money
25 Stocks of Christmas, week 1
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Smart and Funny Tweets:
Christopher Bloomstran@ChrisBloomstran
The water is chummed. @elonmusk already hooked a whale, an endless supply of dumb money in the S&P committee that compelled its passive followers to buy $TSLA shares at any price, providing it the ongoing capital it needs to grow (because it doesn’t produce it internally)... 1/
9:00 PM · Dec 5, 2020
5 Reposts · 45 Likes
Dan McMurtrie@SuperMugatu
Am I the only one who finds it a little insane how intense the debate about student debt is while there is zero mention or concern about basic personal finance education in schools? Kids are being offered hundreds of thousands in financial products with no ability to assess them.
6:50 PM · Dec 5, 2020
64 Reposts · 936 Likes
Charlie Bilello@charliebilello
P/S Ratios of notable growth companies w/ Market Cap > $100 billion...
$SNOW: 219x
$ZM: 62x
$SHOP: 52x
$PDD: 27x
$NOW: 25x
$NVDA: 23x
$MA: 22x
$TSLA: 21x
$V: 21x
$ADBE: 19x
$AMD: 13x
$PYPL: 13x
$MSFT: 11x
$FB: 10x
$CRM: 10x
$NFLX: 10x
$BABA: 9x
$AAPL: 8x
$GOOGL: 8x
$AMZN: 5x
Charlie Bilello @charliebilello
Snowflake closed today at a $107 billion market cap and a price to sales ratio of 219x.
Has there ever been a company with a market cap this large trading at this high of a sales multiple?
$SNOW
10:06 PM · Dec 4, 2020
95 Reposts · 444 Likes
Ramp Capital@RampCapitalLLC
Hell yeah this is awesome
RBA @corptrader
Total US call option volume. Biggest bubble of all time.
Enjoy! https://t.co/DalT5tYkKQ
4:23 AM · Dec 5, 2020
25 Reposts · 419 Likes
litquidity@litcapital
Ask Twitter to help me find a company in any sector with a market cap greater than $200M but less than $1.5B, good FCF and EBITDA and no debt that they think can predictably stay flat or grow modestly over the next 5-10 years https://t.co/32a5KXu8mI
🎄Arobzz🎄 (5-6) @ArobSZN
What do you do in this situation https://t.co/pRQA29g46W
2:50 PM · Dec 4, 2020
25 Reposts · 599 Likes
SentimenTrader@sentimentrader
Last week, U.S. options traders opened 94.8 million new equity and ETF contracts.
The smallest of traders buying call options - pure speculation - accounted for 20.5 million of those.
At 21.6% of total volume, that's a record high.
2:50 PM · Dec 5, 2020
278 Reposts · 1.1K Likes
Terminal Value@valueterminal
Warren Buffett famously has never smoked a cigarette nor consumed alcohol. Whether he smokes weed is not known
2:49 PM · Dec 4, 2020
11 Reposts · 328 Likes
Keubiko@Keubiko
OK time for a quick Tales From Investment Banking. 1/n
7:39 PM · Dec 3, 2020
72 Reposts · 597 Likes
Jerry Capital@JerryCap
Fixed it
Packy McCormick @packyM
Ben Thompson on @Stripe is predictably excellent. Two little things stood out:
1. @collision's use of "ergonomic" to describe business processes.
2. Maybe the most ambitious @benthompson graphic yet. https://t.co/aiTAi3BzIu
1:28 AM · Dec 4, 2020
8 Reposts · 178 Likes
Michael Batnick@michaelbatnick
A Georgia senator bought and sold FireEye 61 times in 2016, making him a buy and hold investor at Robinhood.
nytimes.com
2,596 Trades in One Term: Inside Senator Perdue’s Stock Portfolio
11:26 PM · Dec 2, 2020
22 Reposts · 426 Likes