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Those discounts are only in the food delivery / same day delivery markets domestically. $BABA is head and shoulders above all other non-US players in cloud which is a totally different segment. Important that I said non-US...i.e. anyone who doesn't want to go with US guys (i.e.…
I think this critique confuses imperfect labeling with absent evidence. Organic growth is a weak lens for a business whose value creation comes from backlog conversion and merchant acquiring economics rather than same store sales. That does not make the growth speculative. It…
One final note on Shift4 $FOUR before I move on to the next company. I recently saw someone claim that Shift4’s acquisition playbook has been “1 + 1 = 3.” That was the entire argument, no evidence, just assertion. Others have echoed that the company’s organic growth potential is…
1. Why would restructuring costs associated with an acquisition not be added back? They only do it once for each company they acquire, so the number of acquisitions they make is irrelevant. 2. Price drives narrative. Posts like these and the one by @BearstoneWriter are exactly…
The $FOUR valuation illusion Lately I’ve been studying payments businesses like $DLO, $GPN, $FISV, $FOUR, etc. While digging into $FOUR, I came across a nuance in the accounting numbers that I think some investors may have missed because they are looking at the wrong…
As ridiculous as this sounds, it is very true. Back in my day as a banking analyst, I worked on a deal of similar magnitude through every single holiday and weekend for nearly a year. It never felt like work because those are the dream deals that only 1% of bankers ever get to…
This banker on Netflix vs. Paramount bid for Warner Bros is hyped the deal is extending through holidays: “When NBA players play on Christmas Day, nobody says our holidays are ruined. The say isn’t it great you’re in the NBA? This is as good as it gets for investment bankers.”
The main thing this actually tells me is that the wealth effect will be magnified by the stock market more so than any time before. This means the govt will be even more incentivized to prop up equities as stocks in many ways are the main form of wealth for American households…
This is a very interesting chart, as household stock wealth being higher than real estate wealth has only happened in the late 60s and late 90s, the last two times the ensuing bear market lasted years. Beary Burry
Why China will win AI in one chart. Power hungry Nvidia chips are not the way forward for the U.S. It is not just the total power advantage. It is the slope.
Slop bowls with a side of slop
Meanwhile, Chipotle is introducing a new High Protein Menu where each item has between 15 and 81 grams of protein. It includes a High Protein Cup, which is basically a cup of Adobo Chicken and is priced on average at $3.82. Companies just serving bowls of meat now. $CMG
$AMZN this isn’t even the big one. Wait til they start using AWS too instead of just azure
$AMZN $NVDA BREAKING FROM THE INFORMATION: - AMAZON IN TALKS TO INVEST $10B+ IN OPENAI, VALUING IT OVER $500B. - OPENAI PLANS TO USE AMAZON'S TRAINIUM AI CHIPS Bullish Amazon, not really bearish Nvidia, AMD, or Broadcom in my opinion. Market may interpret it as bearish,…
Zoomer calling for $40 now. Bottom officially in $FOUR
Shift4 is a screaming long But it will continue to sell off with the broader market Bc fintech is largely high beta Rip $four see you at $40
这都是“大名鼎鼎”对冲基金今年九月底回报，怎么样？一般“散户”投资者很容易赢吧？ 很多散户搞反了，天天盯技术线，研究什么期权组合、动态对冲、各种“高级玩法”。这是和“职业选手”比体能。 散户唯一的胜算，或许你还没有意识到…就是认知优势：…
In a world where everyone speaks in certainties and believes they can predict everything that’s going to happen, refreshing to hear a perspective like this from a guy who’s seen some shit
The sale of $WBD may be the company’s greatest show yet.
They are doing it to buy back their stock asap, not for M&A $FOUR
Lmao $four levering up the balance sheet even more These guys are doubling down on their M&A strategy Even when the market punishes the entire payments sector Gotta commend the conviction Let’s see if it pays off for them
Anybody else going through the $NFLX earnings and thinking how shitty their content is? Look at these titles - all slop entertainment. They need $WBD's hits and IP portfolio more badly than I thought...
Sometimes daddy’s money just isn’t enough $PSKY $NFLX $WBD
$FOUR
Michael Lewis fully narrated an audiobook version of The Big Short for the book’s 15th anniversary. The cheapest price I have found is at the publisher’s site. This is a great time of year to find great companies being sold down too far as a result of window dressing and…
$BABA - *PENTAGON SAID ALIBABA SHOULD BE ON LIST FOR CHINA-MILITARY TIES
Wow, Nvidia's CEO now says unequivocally that "China is going to win the AI race". He says this is thanks to lower energy costs and looser regulations. The beautiful irony here is that China's low energy costs are in large parts driven by its extraordinary buildup of green…
Global peace dividend incoming @LordPos3idon
I just spoke to President Trump, and we agree — the relationship between the United States and China has never been better. Following President Trump’s historic meeting with Chairman Xi in South Korea, I had an equally positive meeting with my counterpart, China’s Minister of…
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