Mostly Borrowed Ideas
Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
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End/ My long-term $FB bull thesis, hence, is the opportunity to invest alongside Zuck for next 20 years! At the same time, I believe $FB has the least impenetrable moat among the...
11/ Now it's time for a real example: $MSFT See the standard FCF calculations first here and then we'll do the adjustments later. https://t.co/peDoDW6jQX
@Contrary_res will help you with feedback as well as resources to get you up to speed on the businesses you will be studying. https://t.co/qNhecoSuTV
2/6 "unconnected recommendations werenโt historically a core part of the Feed experience. However we did invest heavily in unconnected content discovery on adjacent surfaces"
Ben Thompson's podcast with Daniel Gross and Nat Friedman is SO good that I had to stop listening after 40 mins as I wanted to take notes. Leaving my notes after the first 30-40 m...
So I got my Ray-Ban Meta Smart glasses today. Based on my first impressions, hereโs what I think about it. https://t.co/A6Dd1kj2Ul
2/ "...more than 7/8ths of the shares, representing $1.4 trillion of wealth creation, are owned by others. Who are they? ...theyโre Mary and Larry, who sent me this note out of the...
6/ Sigh! Just tested positive for Covid. Given slight fever and a runny nose, I was suspecting it, but still sucks to be confirmed. Cancelled my flight to Dhaka tomorrow. It's st...
2/ When these researchers discussed their findings with their peers, they realized many others also fell short of two chromosomes. But most of them simply assumed they were wrong....
3/ Let me explain how intense the competition can be. I once participated in a Credit pitch competition run by a VERY large asset manager. It's a 5-page individual credit pitch w...
13/17 Despite the buyback enthusiasm, diluted shares outstanding is going down very gradually (-2.3% YTD). Why? When you look at headcount, you'll get your answer. After adding ~4...
Website link: https://t.co/24Yhehlr84 For my followers in the US, Happy Thanksgiving!