Toggle navigation
TWunroll
TWunroll
faq
Contact US
MI Capital
MIcapital2
THREAD WebvanOne of the posterchildren from the 1999 Tech bubble. How bad was it really?Quick Recap: WBVN inc. in '96, began ops 6/2/99, initial S-1 8/6, IPOed 11/5/99 with LTD
Read more
THREAD $MSFT Tech Bubble ReviewAt the end of 1999, MSFT was the biggest company in the world with a market cap of $580bn. 12 months later, the stock would be
Read more
THREAD AWS $AMZNAMZN has 15Xed in 6 years (~$60bn->~$1tr). Along the way there have been many investor concerns, which have in hindsight been "can't see the forest for the trees"
Read more
THREAD $FBI see a lot of flippant bearish FB tweets. Typically they are politically motivated or lack data. I love hearing the other side, but haven’t seen a thoughtful bear
Read more
Thread - 2020 Year in Review2020 has been a great year of learning for me in both the ups and downs.Highlighting my favorite content/tweets from the year. Articles of the
Read more
THREAD $CDPRThe release and subsequent backlash of the highly anticipated game Cyberpunk 2077 by CD Projekt Red is a fascinating case study.Conclusion: It pays to delay. You only get to
Read more
THREAD Thoughts on Software I don’t post on individual names I own professionally unless they are > $100bn in market cap. This means I rarely post about individual software names
Read more
THREAD: I have heard about $AMZN’s stock performance during the DotCom bubble so many times, and I wasn’t around professionally then, so I decided to investigate the stock and #s
Read more
1/ Thoughts on $NFLX's domestic strategy (not the stock). They need to mix it up. The last ~10 years represented open-ended growth where 1 plan/1 price made sense. Now they
Read more
$DASH. DoorDash S-1 Quick Review Threadhttps://www.sec.gov/Archives/edgar/data/1792789/000119312520292381/d752207ds1.htm#fin752207_13Impressive results I would not have thought possible when I first started doing work on them in early 2015
Read more
THREAD. US Megacap Tech Cos. While they are very large on an absolute, relative, and relative to historical share of the mkt basis, they all make sense to me. $FB
Read more
By continuing to use the site, you are consenting to the use of cookies as explained in our
Cookie Policy
to improve your experience.
I agree