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Liviam Capital
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1/ I'm getting a lot of questions on this topic given I'm a known $FB bull, so let's talk about $AAPL vs $FB. To be clear, my largest position is
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1/ Lots of my smaller bets were showing 15-20% annualized forward returns when I bought them earlier this year & are showing 0% to negative returns right now after the
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1/ $CRM IPO'd in 2004 at $4/share and a 16 PS. Since then the stock has gone up 56X in 16 years (~29%/yr).If it IPO'd at $8/share and a 32
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"Simple can be harder than complex" - Steve JobsEasy to get paralysis by analysis when you study a business for too long. So I find that really short, big picture
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1/ If I'm able to reduce a thesis to one short sentence, I find I have more conviction in the stock:$GOOG $FB - Shift to digital ads$V $MA - War
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