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1/ Thread: $FB long-term bull thesisIt's Zuck. Of course, there are other reasons as well. But Zuck is at the center of my bull thesis. Here's why. 2/ At the
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1/ Thread: You are not a lottery ticketPeter Thiel is a contrarian. In 2013, he spoke in SXSW pushing against the conventional wisdom of luck’s outsized role. 2/ I like
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1/ Thread: $AMZN Marketplace in 2020 I read an interesting piece on marketplaces today which reviewed the best year for marketplaces in a decade. I came across some very interesting
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1/ Thread: Valuation with Real OptionsToday @mjmauboussin and Callahan published a short paper on how volatility and falling WACC has affected valuation in 2020.Here are my key notes from the
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1/9 Thread: Long-term return expectationI ran a poll yesterday here asking the following question: "What level of IRR would you be happy/satisfied with 10 years from now for your portfolio?"~3k
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1/ Thread: $LULU fiscal 3Q earnings callLast month, I published a deep dive on $LULU. https://mbi-deepdives.com/lulu/ I like the business, but not the valuation which of course market could not care
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1/ Watched the movie Whiplash today. Great movie.It reminded me of two events in my life. When I was in b-school, a guest lecturer came to talk about leadership. He
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1/ Thread: Investing vs Political TruthsI vividly remember on my 20th birthday I promised myself by the time I am 30, I will have a very clear view on my
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1/6 Thread: $ETSY Conference call with RBC (17 Nov, 2020)Before I share my notes from the call, here's my deep dive on Etsy if you haven't read it already.https://mbi-deepdives.com/etsy-a-handmade-giant-in-the-passion-economy/ 2/6
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1/ Thread: Half-life of InvestingUntil 1965, medical students were taught the number of chromosome in a human cell to be 48.What was remarkable is two researchers found the number to
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1/ Notes from @Rich_Barton and @altcap episode at @InvestLikeBest This was a wide range of conversation touching on many different topics. Let's start. 2/ First, a pitch for SPAC 3/
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1/7 Thread: Cascading myopia in the investing businessOne of my favorite professors once asked in class: "What do you think about the time horizon of Sovereign Wealth Funds?"The answer seemed
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