Sleepwell🛌

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Sleepwell🛌

Sleepwell🛌

@SleepwellCap

Looking for investments to sleepwell (public+private). Music, Consumer, Tech and Luxury. Independent artist & engineer. Opinions my own,disclaimers on Substack.

Miami (or likely traveling) Katılım Kasım 2020
735 Takip Edilen23.6K Takipçiler
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Sleepwell🛌
Sleepwell🛌@SleepwellCap·
I'm back! New piece published. Rolex is counterintuitively one of the best known brands in the world, but one of the least known businesses. It can teach us what it takes to be a true luxury brand. This was incredibly fun to research. I hope you enjoy! sleepwell.substack.com/p/all-hail-king
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Braden Dennis 📊
Braden Dennis 📊@BradoCapital·
Introducing Annotations. You can now save your thoughts directly on transcripts, slide decks, filings and research reports. Live on the Fiscal terminal, now.
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Chris Pavese
Chris Pavese@ChrisPavese·
Did everybody just stop listening to music? No position. $UMG
Chris Pavese tweet media
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Vicente Zavarce
Vicente Zavarce@metavarce·
Se viene el mejor momento del entretenimiento que ha existido en Venezuela. Yummy 🤝 Ticketmundo
Vicente Zavarce tweet media
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Sleepwell🛌
Sleepwell🛌@SleepwellCap·
anyone have the Rubric Capital letter they could share with me on DM? thanks🙏🏼
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ANONYME
ANONYME@Y83536873·
@FoxCastlehold Des gros actionnaires minoritaires reclamaient un dividende peut être ?
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Fox Castle Holdings🇬🇧🇺🇦
Fox Castle Holdings🇬🇧🇺🇦@FoxCastlehold·
Bolloré: why exceptionnal dividend? They did all the following things (all the span of the capital allocation tools) and yet share price didn’t move: - tender offer in 2023 at 5,75€+0,25€ - vivendi spin offs - tried to take out ex-rivaud, - buying back shares on the market
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Tokyo Gov
Tokyo Gov@Tokyo_gov·
Tokyo's subway keeps the city moving every day🚇 In February 2024, the Toei Subway completed the installation of platform screen doors at all 106 stations, enhancing safety and accessibility. Tokyo remains committed to building a city where everyone can travel with confidence.
Tokyo Gov tweet media
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Sleepwell🛌
Sleepwell🛌@SleepwellCap·
@Mr_Neutral_Man economically the exact same thing for me and the restaurant given Toast is their POS; I'd rather just order from the phone.
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Sleepwell🛌 retweetledi
Sleepwell🛌
Sleepwell🛌@SleepwellCap·
realized today that I’ve been overpaying by ~35% at my go-to neighborhood restaurant when ordering pickup via UberEats vs Toast. I’m now forever ordering pickups via Toast. How common is this? I feel like a complete idiot.
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Sleepwell🛌
Sleepwell🛌@SleepwellCap·
@nebgetaneh Economically that’s exactly the same as ordering via toast since they’re the POS so every order goes through that workflow regardless of channel
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Neb
Neb@nebgetaneh·
@SleepwellCap Why not call in? Helping the res as well
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Apple Bottom Jeans
Apple Bottom Jeans@AppelBotomJeans·
@SleepwellCap Of course... Different business models. Toast runs their Point of Sale, doesn't need to upcharge. Uber only gets paid for an intermediary fee. And many restaurants increase prices on the delivery platform menus to cover fees as well.
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Sleepwell🛌
Sleepwell🛌@SleepwellCap·
@paulcerro $TOST is the POS so likely has a structural advantage vs all other platforms that have high take rates and prefer deliveries. Surprised they aren’t pushing it as much as they should? The app sucks and I only found out cause restaurant told me they prefer toast
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Sleepwell🛌
Sleepwell🛌@SleepwellCap·
@adf_energy_twt try it out yourself first. I spend hours a day here no issue, but it’s very personal.
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Alex
Alex@adf_energy_twt·
@SleepwellCap I’ve heard they are very uncomfortable. Have been looking for a reading chair but I don’t think this is the right one
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Sleepwell🛌
Sleepwell🛌@SleepwellCap·
@pierre1stone @TigerEFN holds value when you buy it used, is what i meant! and whoever bought it originally in 2017 I’m sure was much cheaper back then
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Miller
Miller@MillerTimeDog·
@SleepwellCap I wish I could get one for under 5k. Id have it already.
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Sleepwell🛌
Sleepwell🛌@SleepwellCap·
@PrestigeWldwd definitely. but try it out, it’s ultimately very personal what your perfect reading posture is like
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Keşfet

@BradoCapital @ChrisPavese @metavarce @GSEconomics @Y83536873 @FoxCastlehold @Tokyo_gov @Mr_Neutral_Man