Miss Compound
@MissCompound
PM @ Growth Fund. Investing. Growth. Tech. Podcast obsessed. CFA. Not investment advice. DMs open.
You might like
Must read report by @mjmauboussin - "Dispersion and Alpha Conversion" Favorite points below 👇
Review of fintech activity and historical performance by @FTPartners. Fintech has been an incredibly attractive place to invest since 2005. Top 11 best performing IPOs by CAGR: - $SHOP 53% - $FUTU 42% - $APPF 41% - $PLMR 40% - $GSHD 35% - $TW 32% - $KSPI 31% - $MA 30% - $SQ 28%…
Surprising that so many cold countries like their sandals..? Cold feet? Or $CROX and socks?
CANNED WATER IPO…WE ARE BACK!!
Weekly Review of Global IPO Activity. Busy week! IPO announcements and activity from: 💾Arm / $ARM 🚚Instacart / $CART 👞Birkenstock / $BIRK 📩Klaviyo / $KYVO 🥤Liquid Death 🪖 Renk
ChatGPT putting me out of a job...
SeatGeek - a platform for buying and selling event tickets, has filed confidentially for an IPO. Taking the day off, so here's ChatGPT's 10 reasons why it might be an interesting investment 🧵 theinformation.com/articles/seatg…
theinformation.com
SeatGeek Files Confidentially for IPO
Event ticketing company SeatGeek filed confidentially with regulators this month for an initial public offering, people familiar with the matter said, adding itself to a long list of firms aiming for...
Starting to warm up...
IPO Window | 11 April 2023 (#2) Updates on - Klaviyo 📧 - Cainiao ✈️🚚 - Syngenta 🐄💉🧪 🧵
Every time I listen to a podcast on web3 I get confused because it sounds like the speakers haven’t bought something with a credit card online before.
I’ll lose followers from this. Virgin followers.
IPO Window | 11 April 2023 (#2) Updates on - Klaviyo 📧 - Cainiao ✈️🚚 - Syngenta 🐄💉🧪 🧵
YES. IT’S BEAUTIFUL.
True synergy would be Apple buying Nautilus for just $170m and adding the iPads…
Facebook is down 22% after hours. Spotify is down 11% after hours. Paypal was down 25% today. Shopify was down 10% today. This is what happens when companies don't pay their Stripe invoices in a timely manner.
Just went through another thesis that claimed a company was cheap relative to its vastly superior (and occasionally overpriced) comps. Thought a Lisa Simpson presentation meme was in order:
It is usually futile to try to talk facts and analysis to people who are enjoying a sense of moral superiority in their ignorance.
Some predictions on the future of computing from 1999: (8 years before the iPhone release)
Mark Minervini listening to the $UPST earnings call:
This is also great: "when you recognize that you can’t know or you don’t know, you tune in. When you think you do know, you don’t pay any attention."
Ok. I read all 129 pages of the pamphlet. Its not worth the paper I didn’t print it on. I understand technology damn well. This isn’t a “technology driven approach”. It’s inaction, misdirection & avoiding choices. I’m going to bed. This is just ridiculously embarrassing.
You know that thing where people say you should flip a coin to make a decision because you’ll know what outcome you want when it’s in the air? I feel like DCFs are that for investing
United States Trends
- 1. Valentines Day N/A
- 2. Rubio N/A
- 3. Good Saturday N/A
- 4. Senior Day N/A
- 5. #RISERCONCERTD2 N/A
- 6. #ElAmorLoVenceTodo N/A
- 7. Alexei Navalny N/A
- 8. #วิวาห์ปฐพีตอนที่4 N/A
- 9. Lucas Raymond N/A
- 10. Padres N/A
- 11. Range Rover N/A
- 12. #saturdaymorning N/A
- 13. #Caturday N/A
- 14. Happy Love N/A
- 15. Slovakia N/A
- 16. Bayes N/A
- 17. Smart Cashtags N/A
- 18. Love Day N/A
- 19. Munich N/A
- 20. MEET DAY N/A
You might like
-
Laughing Water Capital
@LaughingH20Cap -
Mike
@NonGaap -
Implied Expectations
@LongHillRoadCap -
Greenhaven Road
@GreenhavenRoad -
WTCM
@WTCM3 -
Newmoon Capital
@NewmoonCap -
Elliot Turner
@ElliotTurn -
scuttleblurb
@scuttleblurb -
Andy 🍕🏔️
@bizalmanac -
Yaron Naymark
@1MainCapital -
Willis Cap
@willis_cap -
soonervaluecap
@soonervaluecap -
Bread Crumbs Research
@breadcrumbsre -
Chris Sommers
@ChrisSommers79 -
Liberty 💚🥃
@LibertyRPF
Something went wrong.
Something went wrong.