Dear Public Company CEOs / Execs, You are not doing any service to your companies by going to CNBC, Bloomberg or interviews with Wall Street Journal, New York Times or Washington Post. Investors worth their salt know that you are not sharing any useful information on financial or news media. They are busy looking at …
Proxy Statement or the DEF 14A is the most important SEC filing. Period. New investors are often recommended to read Annual or Quarterly earnings reports or track fundamentals of a business such as Price to Earnings or Price to Sales. These metrics are important but for the most part all metrics are historical snapshots. All …
What we’re reading Tesla Short Thesis – 03/17/2019 by jcviedo (on Value Investor Club) $TSLA $TSLAQ India’s Market Leaders: My 10 Key Observations by Jatin Khemani – $UL $CL $PG The Changing Profile of Sports Fans Around The World – $FB $TWTR $DIS What is Amazon? by Zack Kanter – $AMZN $WMT Status As A …
What we’re reading The Coolhunt (1997) – Malcolm Gladwell – $NKE $VFC $ADDY Tradeweb Markets S-1 filing – $ICE $NDAQ Adam Smith, Loneliness, and the Limits of Mainstream Economics – Russ Roberts Nothing Happens, Then Everything Happens – Nick Maggiulli Why It’s Hard to Kill the Bloomberg Terminal – Byrne Hobart What we’re listening Consumer …
What we’re reading Truth verses Religion — four quadrants of data companies – $NLSN $FICO $EXP The Spectrum of Financial Dependence and Independence – Morgan Housel Rule Number One: Never Lose Money – Vishal Khandelwal The Biggest Banks in the U.S. in 2018 – $WFC $BAC $JPM $GS $MS The Hidden Cost Of Extending Option …
What we’re reading Bitcoin Coders Send International Lightning Payment Over Ham Radio – $BTC What the Hell is Going On? – David Perell The Striking Similarities Between Lion Air and Ethiopian 737 MAX Crashes – $BA ‘Captain Marvel’ Delivers a Massive $153M Domestic & $455M Global Opening – $DIS How I Evaluate an Investment – …
