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couldn't agree more. consumer products aren't what they used to be. most of the companies referenced below are stuck in the past. it is not like consumers are not consuming. they are just consuming differently. Internet has changed a lot things: x.com/gauravphoenix/…
or maybe, just maybe, companies with 2-3% organic growth coming from price / mix / currency with maxed out margins and debt, while running a model that became ultra successful in the age of national TV, shouldn't have traded at 25-35x PE?
things you learn when reading a book on risk (Against the Gods: The Remarkable Story of Risk smile.amazon.com/dp/0471295639) : The old Talmudic Jewish philosophers may have come a bit closer to quantifying risk. But here, too, we find no indication that they followed up on their…
There is a lesson here. Stay away from highly disruptive companies. I don't know if Adyen is replacing clover (Fiserv) but if a company is disrupting, what would it take for it to get disrupted? in this specific case(industry), switching costs are low - customers would jump…
Two companies, two PSPs, yet worlds apart. Adyen $ADYEN.AS: 20% growth (23% cc) and steady outlook. Fiserv $FI: Revenue growth of 1% and profit warning. Legacy vs non-legacy.
winners keep on winning. investors.thevitacococompany.com/news-releases/… top position remains vita coco $COCO
So I ordered the book "Moving the World: How the Supply Chain's Evolution Affects Us All" and it is running late due to supply chain issue. @FreightAlley
IBKR users- can you tell what is the withholding tax rate you are paying for international stocks? (Italy, Germany, etc).
macroeconomics is hard
OMG! Trucking spot rates continue to melt up, while tender rejections show no stress. Trucking spot rates us $.11/mile since Oct 1st to $1.84 (net of fuel). This is very unusual and does not happen normally. The data is telling us that the bottom feeders are being flushed…
This is not true. Any US company can be forced by NSA (or similar agency) to run a 'piece of code' on the servers handing encrypted communication. This piece of code can change the app behavior such that the encryption keys are sent back to a third party (in this case, it can be…
wsj.com/politics/polic… short-term thinking when going long is dangerous, but it is even more dangerous when applied to shorting.
It's kinda idiotic to short only on the basis on tariffs. The administration itself has said that they don't want to tariff things we don't produce here in US. The functional beverage industry is growing through secular growth and vita coco is leader in their category with no…
The density of insights and lessons in this book is unbelievable. Great anecdote of why successful companies win.
California has the strictest lead threshold in the world, about 18x lower than the FDA’s. ~2 glasses of tap water puts you over Californias daily lead limit. So there are a lot of attention grabbing lead stories out there based on Californias standard
this is the kind of data that doesn't get registered in 'charts'
When issuing an asset-backed security (packaged car loans to be sold to investors), Carvana needs to fill out a form (ABS-15G) and submit it to SEC as part of promoting transparency about the quality and performance of the underlying assets. One of the items that needs to be…
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