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"If you tell the truth, you don’t have to remember your lies." Charlie Munger
"Remember that reputation and integrity are your most valuable assets and can be lost in a heartbeat." Charlie Munger
$EAF Thread
Spent some time the last 2 days researching Pabrai’s latest pick $EAF. I totally understand why he likes it. 2-3 years of fixed contracts sets up predictable cash flow. This almost guarantees they will have the cash to reduce their substantial debt— Brian McCann (@Bootstrap68) September 21, 2019
Thread and discussion on Recession.
Length and severity of recession is inversely correlated to the real (inflation adjusted) 10-Year UST yield at the time of the yield curve inversion.— Puru Saxena (@saxena_puru) October 3, 2019
Lower the real yield; worse the recession.
If history repeats, the coming downturn will be the worst!#recession pic.twitter.com/KgvwIKgN1q
On the $APO and $ATH relationship. Good article.
good FT October 2018 Big Read on the Apollo $APO / Athene $ATH relationship: "Even its critics concede that from the standpoint of its creators, Athene has been perhaps the greatest investment strategy of the past decade" https://t.co/aDvmy0umpc pic.twitter.com/XWzpCBTQU8— WTCM (@WTCM3) June 21, 2019
Some good charts on Housing, Rocks, Flooring, Autos and more. Check it out.
Almost a year ago, the market was clearly saying the Fed had made a policy error and we were heading into recession (nevertheless they persisted thru Dec!). I posted charts of relevant sectors in total freefall. One year later, housing/rocks = all clear. Autos/flooring = so so. https://t.co/PKkFgQmESM— modest proposal (@modestproposal1) October 2, 2019
$WWE Thread
$WWE: In 1995, Ted Turner asked World Championship Wrestling VP Eric Bischoff how WCW could compete with WWF. Bischoff, not expecting Turner to comply, said that the only way would be a prime-time slot directly against WWF; Turner agreed and the Monday Night Wars began.— Hardcore Value (@HardcoreValue) October 2, 2019
Puru Saxena Portfolio - New Positions $LK and $LVGO
Portfolio summary - Nov-end$ACB $AMZN $BABA $BZUN $CGC $DOCU $ESTC $FB $GOOGL $HDB $LK $LVGO $MELI $PINS $PYPL $ROKU $SE $SPCE $SQ $STNE $TAL $TCEHY $WORK $ZS— Puru Saxena (@saxena_puru) November 30, 2019
No hedges in place.
YTD performance -
Portfolio +12% , $ACWI +25% , $SPX +22%
contd... pic.twitter.com/2qeUYAS5SK
$IEX Thread
latest IDEX $IEX investor presentation; fascinating business + history https://t.co/S4YNdX8S0I pic.twitter.com/z26IPNw8JV— WTCM (@WTCM3) July 10, 2019
$TTD Thread
Here's why I think Trade Desk can 5x it's revenue - an estimate of TAM and $TTD revenue by breaking out TV vs non TV ad spendshttps://t.co/2mn6w4c9i0— mspacey (@mspacey4415) October 1, 2019
$MKC Thread
$MKC continues to prioritize debt paydown with cash flow; leverage to 3.7x at end of F3Q19 https://t.co/bFqbB94eo5 pic.twitter.com/M9amn8ZXuv— WTCM (@WTCM3) October 1, 2019
$SINA Thread
Thread on $SINA 1/$SINA is involved in two areas to put it simply:— BottomUp Capital ➚➚ (@BottomUpCapital) July 11, 2019
1) news, sports, entertainment, fashion, travel and realestate browsing and news sites under the Sina brand e.g. Sina business
2) They own over 45% of $WB, the $TWTR/ $FB of #China ...
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