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Joe Frankenfield
SagaPartners
1/ I think about this a lot-7% of stocks provide ALL of total index returns-60-70% of stocks underperform the index. Very few winners make up for the many losers-40% of
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Many saying valuations make no sense & investors dont care about fundamentalsMay be true in certain areas of the mkt where speculation appears rampant but just bc something sells for
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A little thread on growth expectations:1) Given the increasing focus on “growth stocks” in recent years, thought it would be an interesting exercise to look back at the fastest growth
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Getting an increasing # of questions from investors about bitcoin. This also happened in early 2018 after its runup. Thought Id share my general response. Im not an expert on
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I am a huge fan of Rob Vinall of RV Capital, a 1-man fund in Switzerland. I'm a fan not bc Rob is a fantastic investor, which he is, but
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Some nice commentary from $ROKU's CFO Steve Louden at RBC's investor conference today.https://seekingalpha.com/article/4389825-roku-inc-roku-management-presents-rbc-capital-markets-global-technology-internet-media OEM relations &
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This terrific story/post by @SahilBloom reminded me of a blurb from our Q1'20 investor letter.Here's a little THREAD on the difference between INVESTING vs. SPECULATING...https://twitter.com/SahilBloom/status/1325827589173374979 1)
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1) The holy grail investment, at least in our opinion, is a tremendously high-quality company with an exceptional management team at a remarkably cheap price. A long runway to grow
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