RandomInvest

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RandomInvest

RandomInvest

@RandomInvest

TMT investor and PM. Learning in public. "Be a learn-it-all, not a know-it-all" - Satya Nadella

San Francisco Bay Area Katılım Ocak 2010
934 Takip Edilen1.3K Takipçiler
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RandomInvest
RandomInvest@RandomInvest·
A🧵on career progression from analyst➡️PM ➡️founder/CIO. @pmje73 @yliownyc @S_curvecap @NeckarValue @joelcohen and others all have great content that talk about parts of the journey. Some learnings from my own investing experience over 17 years in case it's helpful for others:👇
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Patrick OShaughnessy
Patrick OShaughnessy@patrick_oshag·
Given the enormous popularity of this episode, I’d welcome recommendations for other guests that might offer a similar flavor I think the ingredients are: - Lots of topics - Succinct and honest (sometimes biting) takes - nothing to sell Who would you suggest we invite on?
Patrick OShaughnessy@patrick_oshag

My conversation with @AswathDamodaran We cover almost every major topic in markets including - why it’s unexpected inflation we should fear - valuing FANGAM stocks over time - alpha / edge - why ESG is bullsh*t Aswath is a breath of fresh air Enjoy! joincolossus.com/episodes/75305…

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Edwin Dorsey
Edwin Dorsey@StockJabber·
A lot of great operators go on to become great investors, but is the reverse true? Are there any examples of a great investor becoming a great operator?
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Andy 🍕🏔️
Andy 🍕🏔️@bizalmanac·
Any great write-ups on Evolution Gaming? Lots of smart folks like it. I’m interested in learning more 🤠 $EVO
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Sleepwell 🌙
Sleepwell 🌙@SleepwellCap·
What was that $ATUS quote from Maffei? Something like “they’re either gonna buy us or we’re gonna buy them out of bankruptcy” Not a pretty chart so far…
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RandomInvest
RandomInvest@RandomInvest·
YTD earnings revisions for Chinese companies: Unsurprisingly, state-owned enterprises seeing an average +11% EPS revision. Privately-owned enterprises -15%. Internet companies -28%.
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RandomInvest
RandomInvest@RandomInvest·
@LiviamCapital @borrowed_ideas Was lucky enough to be able to watch this commencement address live at Stanford. Maybe it was my age and influenceability at the time (early 20s), but still one of the best speeches I've ever seen. "Stay Hungry. Stay Foolish."
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RandomInvest
RandomInvest@RandomInvest·
A must-watch for any emerging manager. His thoughtfulness around his partnership, business, and investing is a great example to follow. And mature beyond his years. Having been able to spend some time with Dennis, I can say he's as wonderful a person as he is an investor.
Tilman Versch | Good Investing@goodinvestingc

In case you missed the premiere of the new video with @DennisHong17 you can now access the recording via - youtu.be/nvFk9sn5koI - or the on every podcast player: good-investing.net/good-investing…

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RandomInvest
RandomInvest@RandomInvest·
Find it helpful to revisit this database of US industry profit margins every so often. Put together by @AswathDamodaran. Pasting top and bottom industries sorted by operating margins. But you can cut and sort as you like. Full table here: pages.stern.nyu.edu/~adamodar/New_…
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Sidecar Investor
Sidecar Investor@sidecarcap·
Great conversation with an investor I have a ton of respect for solidified this: Finding YOUR style may be the single most important determinant of investment success.
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RandomInvest
RandomInvest@RandomInvest·
@buccocapital could argue $AAPL made this pivot when they opened their first retail store in 2001. Prior to that, was an indirect relationship with the end consumer selling through Office Max, Circuit City, CompUSA, etc.
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RandomInvest
RandomInvest@RandomInvest·
Really enjoyed this q&a with @joshtarasoff. This answer resonated immensely. Much of investing is finding an approach that suits you/your style/your temperament. There are many pulls to invest a certain way but the best chance at investment success is to stay true to yourself.
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RandomInvest
RandomInvest@RandomInvest·
@AndvariFocus Already north of 40% ex-wireless. In Rutledge and Winfrey we trust.
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RandomInvest
RandomInvest@RandomInvest·
@EndowmentLP a few diverse suggestions: The Alchemist - Paulo Coehlo No Rules Rules - Reed Hastings/Erin Meyer The Man Who Solved the Market - Zuckerman Cable Cowboy - Robichaux The Biggest Bluff - Konnikova When Breath Becomes Air - Kalanithi Lessons from Century Club Companies - Tankheken
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RandomInvest
RandomInvest@RandomInvest·
good high-level overview on the $CSU value prop to business owners looking to sell. From a former M&A manager at Volaris. h/t @StreamRG cc: @JerryCap @LibertyRPF
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RandomInvest
RandomInvest@RandomInvest·
@WillPan23822266 @Cultivatewealth I haven't followed closely for a few years but one of my fears was that the value prop of colo and interconnect declines over time. Also hyperscale customers are lower ROI so mix shift isn't great. But don't think there's a big existential threat for them generally speaking.
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RandomInvest
RandomInvest@RandomInvest·
$EQIX one of those sleepy digital infrastructure businesses that just keeps chugging along (and compounding). Similar to towers $AMT $SBAC $CCI. Kicking myself for selling a few years ago.
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Keşfet

@patrick_oshag @StockJabber @bizalmanac @Lou_Mannheim @SleepwellCap @lfg_cap @viggy_krishnan @phoenixvalue