#Earnings

Dear freelancers, consultants, agency owners, etc. Charging by the hour is a terrible idea. It's also incredibly shortsighted. Here's why 1/ An "hourly" basis puts emphasis on the TIME
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1/ $DASH about to IPO for around $30B. On top of the profitability question, there's another one about the durability of that profitability (moats). Having launched 2 and 3 sided
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Quite authoritative, @jack. Are you equally confident in the currency of $TWTR? It seems to have been diluted by 40% since your 2013 IPO, as shares outstanding rose from 569
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1/ Charlie Munger: “We have the same problem as everyone else: It's very hard to predict the future...”"It's highly likely that the people who confidently think they know the consequences
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The guy I used to work with (I’ll call him “Q”) who shorted $TSLA at $600 in Dec called me today:Q: Why is $TSLA up 6% on no news?GB: Because
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Want to make 12%/year for the next decade with no downside risk? Buy Hormel Foods $HRL. This opportunity exists because now everyone wants to make 12%/month or even 12%/week. Thus,
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Expected value is one of the most fundamental concepts in probability theory and machine learning.Have you ever wondered what it really means and where does it come from?The formula doesn't
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New #UniversalCredit regulations come in to force today. This follows our successful legal case concerning people paid monthly getting two wages in one UC assessment period. Our head of strategic
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1/ Today, I am excited to share my stock thesis on Solitron Devices $SODISolitron Devices was the stock that I profiled in my accepted @MicroCapClub application back in November. To
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1/ Quick thread on intrinsic value...How should we define intrinsic value? The academic view is the following: It is the discounted value of the cash that can be taken out
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I'm coming out my newborn induced Twitter break to comment on this great new piece by my colleagues Matt Saenz & Arloc Sherman on how the number of people in
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What if you could buy a Small Business with no debt or capital?Here I'll detail the unusual buyout structure I used: I bought my company in 2018 from its previous
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A thread Here’s 10 factors to look for in selecting a crypto asset. The 10 points spell the acronym SPACESUIT X1) Security — this should be the foundation of any
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1 red candle in M1 money supply was enough for weakness in markets in September and October.Since then, nothing but green candles and new highs in M1 money supply, markets
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Interpretation of Financial Statements - preliminary filters.1. Looking for sustainable competitive advantage:When looking for sustainable moat, you wanna see consistency - in earnings, in having low debt, in having growing
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Some advice to youngs like me:1. Just write. It's okay if it sucks, just write.2. Ask dumb questions, admit when you're wrong.3. You'll learn more by doing than by reading.4.
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