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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1/ Thread: $ADSK FY 3Qā22 Update Just when I thought I escaped the recent carnage relatively unscathed, ADSK happened. -15% AH, and -25% from ATH. Here are my notes.
1/ "Why are so many people selling subscriptions?" Because the only cost is opportunity cost. Since some run newsletter as side hustle, there may not even be much opportunity cost...
1/4 I think about this tweet a lot. As an individual investor, it's impossible to follow everything closely, so there is potentially a long list of unknown unknowns i.e. the real r...
1/ Bangladesh thread I'll be staying in Bangladesh for the next 3-4 months and will use this thread from time to time to journal, and also let you see the country through this thr...
1/7 Thread: Bad reason to own the big tech There are perhaps many good reasons to own the big tech, but one consistently bad reason that I heard is in order to beat the index, you...
1/9 Thread: My Ottawa days When I'll think about Ottawa in the future, I'll probably remember my afternoon walks. Whether it rained, snowed, or the sun smiled, I tried to walk for...
1/ Thread: $IAC/ $ANGI 3Q'21 Update Probably not the best idea to post an earnings thread on Friday evening, but for the sake of consistency, let me post anyway. Here are my note...
1/ Thread: $SQ 3Q'21 Earnings Update Cash App and seller ecosystem continue to grow at an impressive rate. My notes from this call. https://t.co/403QD76Bq8
1/7 Thread: $TRUP 3Q'21 Update Even though I am not a pet owner, last month's deep dive on Trupanion introduced me to the fascinating business of pet insurance. My notes from toda...
1/8 I bought Oculus Quest 2 and wanted to share my first impression as user. Since I don't play much video games, this is going to be mostly non-gaming experience of Quest. https:/...
1/ @LibertyRPF is one of those people who makes fintwit such a worthwhile experience. I've learnt invaluable life lessons from him which I frankly doubt I could get elsewhere. Iām...
1/ Thread: $AMZN 3Q'21 Earnings Update This call was the poster child of all the current macro hot topics (supply chain, labor constraints, inflation etc.). AMZN, ex AWS posted lo...