Jason R Reed IV

Another cohort of NDIGI’s The Business of Life class spent the day at Glenair with Peter Kaufman learning all about how to win in both business and life. Students were also privileged to spend time with legendary venture capitalist Jamie Montgomery.

Schedules full Monday🍀 #MCollegeCup x @NDMenSoccer

@NCAASoccer @NDMenSoccer Let's reschedule, Bryan.....Take care of business on the pitch and then take care of business off the pitch. Show them what it means to be a Notre Dame student athlete. Good luck @bjddowd and @NDMenSoccer! We're all behind you. GO IRISH!!!!

Notre Dame business student spends summer teaching, volunteering at school for disabled in Uganda news.nd.edu/news/notre-dam…

A very interesting result from two excellent colleagues

Stock prices of banks with low branch density plummeted during the 2023 Banking Crisis as these banks experienced larger outflows of uninsured deposits, from Efraim Benmelech, Jun Yang, and Michal Zator nber.org/papers/w31462

Great story about former Econ major Jerry Castellini in today’s ⁦@WSJ⁩ Sneaking alcohol into football games is a venerable, if illicit, college tradition. In 1977, a group of Notre Dame students pulled together a keg, a rope and a plan. wsj.com/articles/the-g…

YARDENI RESEARCH QUICKTAKES (#stockmarket, May 2, 2022). While investors have been lowering the forward P/E of the S&P 500 since the start of this year, industry analysts have been raising their estimates for S&P 500 revenues per share and earnings per sh…lnkd.in/eZdGxEPt

NDIGI is grateful to Shankh Mitra, CEO of Welltower, & Peter Kaufman, CEO of Glenair, for sharing their wisdom, insights & experience. They covered topics including capital allocation, corporate culture, ethics, game theory, time arbitrage & leading a balanced & successful life.

@NayutSitachitt This is exactly the thesis that one of my students has in our long-only, US equity, investing class aim.nd.edu. I'm going to pass this along. $FB is looking like it might be kicked out of the portfolio.

End/ Even if you think FB faces a massive challenge and the share price reflects the reality, know that it has overcome far greater challenges in the past. For me, I think the challenges aren't as significant as many perceived. It is just the case of price drives narrative.

1/ $FB was down as much as 42% in the weeks post its 4Q21 earnings announcement. In the thread, I explain that the fundamental reasons may play a much smaller role in its decline than the non-fundamental factor; mainly supply-demand dynamics of mega-cap stock

Only two more days 'till NCAA's... but who's counting?? #GoIrish☘️

This was really fun. Thanks Up to Us Notre Dame instagram.com/reel/CbP5utWoG…

If you care about inflation,this is a must read: @sinoceros explains how we get from 7.5% now to 2.5%-4% by December by analyzing the microeconomics of four key components: autos, rent, furniture and energy. wsj.com/articles/will-… Graphics by Peter Santilli.

Yesterday marked the beginning of the second iteration of NDIGI's The Business of Life with Glenair Chairman & CEO Peter Kaufman. We are so grateful for Peter's time, talent, and generosity and are looking forward to another fantastic installment of The Business of Life!

@jenniferdoleac Anything by Notre Dame professor David Campbell politicalscience.nd.edu/people/david-c…

I have a PhD student who is interested in studying political polarization and now to reduce it. What previous work should they be reading?

@10kdiver Nice job....I saw the asterisks. We usually teach our finance students that operating leases and things like underfunded pension would be considered debt. For your example, however, I can understand why you're unsure how to classify.

20/ So, that's what the Liabilities side of the Balance Sheet does. It breaks down the capital in the business by *source* -- into Equity, Debt, and Float. For example, here's how the Liabilities listed on Home Depot's and Starbucks's Balance Sheets break down:

1/ Get a cup of coffee. In this thread, I'll show you how to read and understand a company's Balance Sheet. As investors, we should be able to judge businesses by looking at their financial statements. And the Balance Sheet, of course, is 1 of 3 key financial statements:

NDIGI Advisory Board Member & former CIO of the University of Notre Dame Scott Malpass joined Patrick O'Shaughnessy on his Invest Like the Best Podcast for an episode entitled Building a Great Endowment. Check it out here! podcasts.google.com/feed/aHR0cHM6L…

@Nouriel Depends on the size of their position, right? Why not take a flyer on Bitcoin if you have a high enough risk tolerance.

Bitcoin falls more than 40% from its peak in less than one month. Which institutional investors are reckless enough to invest in such a risky and volatile pseudo-asset with no intrinsic value? They should be fired on the spot if undertaking such a reckless speculative gamble!

@vtg2 For what its worth, CPI is above trend right now. Since April 2020 CPI has been growing at about 4% to get back to trend. Now we're growing at 4% versus trend 2%

When you hear about “base effects” making inflation higher, basically it means price levels are much higher than when things shut down at the start of the pandemic, but at least some of the inflation we’ll see at 8:30 is just prices returning to where they were before Covid.