wait people are listening to 4 hour long podcasts about companies??
marginal idea
10.5K posts
marginal idea
@marginalidea
all my situations are special
Joined April 2014
- Ken griffin got the IRS to apologize to him? Jesus. That’s right up there with buying the constitution in terms of villain stuff
- I love it when business biographies reveal the guy is just a total idiot chancing into success
- They lost a lot of fucking money funding dogshit businesses that add no value to the world and are coming to terms with the fact they aren’t the philosopher kings they so desperately want to be, not more complicated than it needs to beA lot of VCs are right now at cognitive overload There’s no need to be sympathetic (at all), but it’s something to be aware of when you see VCs acting … differently Here’s what’s happening:
- Guy at the bar next to me is switching between looking at jet skis on Facebook market place and talking to about 16 women on bumble
- You have enough money to hire an analystFintwit: I would like your help please. I'm looking for any company, any sector with a market cap greater than $200M but less than $1.5B, good FCF and EBITDA and no debt that you think can predictably stay flat or grow modestly over the next 5-10 years.
- If you bought stocks the last time a novel coronavirus was discovered you’d be up 40%
- Guy on laptop Bloomberg in the TSA line. My brother in Christ it’s not that serious
- Deeply embarrassing and an indictment of Capital that the richest guy in the world is a meme stealer and the second richest guy in the world is acting like a freshly minted Jacksonville millionaire
- I think about how Carl Ichan's 2015 LYFT investment thesis was essentially "Uber is valued at $50b, and LYFT does the same thing and is only valued at $2.5b" at least once a week
- if your insider trading partner is a guy named Rigatoni from Long Island you're going to get caught
- Covid testing lines really need two groups sick people and people trying to go to Cabo shouldn’t be in the same line
