🎙 New podcast out to everyone! 🚨
Going deep on Payments with
@borrowed_ideas
(MBI): Adyen, PayPal, Stripe, Square, Amazon, Apple Pay, Google Pay, Visa, Mastercard!
“If you look at what the consumer pays first, the answer is their car loan.”
If you’re interested in $ALLY or just banks in general, this was an excellent writeup.
We're excited to back
@ambientai
and
@shikharshrestha
. They're using computer vision + AI to transform security tools, operations & outcomes, enabling physical security teams at cos. like Adobe & VMware to catch incidents in real-time!
The most significant security incident my startup faced was a targeted, physical attack. It lasted 2 mins and took weeks to find in archived video.
@ambientai
uses AI to catch physical incidents *while* they are happening. Excited to be a lead investor.
I know the eventual shift to streaming ad insertions seems obvious to begin with, but this is one contributing factor as to why.
Bodes very well for $SPOT
Just based on first glance, Turo looks like a much better business than I was expecting.
- $330M in revenue over last 9 months, up 207% YoY
- 21% Adj. EBITDA margins
- GMs up from 15% to 52% over last 2.5 yrs.
The spin-off kings deliver again $IAC
…
$PUBM
Over the last 2 years, PubMatic has increased its estimated market share within the supply-side ad market from 2-3% to 4-4.5%.
Currently trading at an EV/FCF of 11x
What are some "Fallen Angel" stocks that could actually be worth revisiting?
Without doing any real work, $PTON $TWLO & $SE are a few that come to mind.
Feel like this isn’t getting enough attention. Procore is just casually building out an Angie’s List for the construction industry. Seems like this would rapidly accelerate platform adoption. $PCOR
Industrial metals are in for an extended period of rising prices.
Continuing record or near-record consumption is set against insufficient new mine capacity & very low inventory buffers.
#LME
inventories of
#copper
#zinc
#lead
&
#tin
are <1% of annual consumption. Just days
Great to have Ryan Petersen (
@typesfast
) on First Time Founders this week.
We discussed
@flexport
, supply chain, Ryan's management style, and advice to his younger self.
Tune in on the Prof G Pod: …
This just looks wonderful!
Downtrend from 2008 broken & now off to new highs.
#commodity
boom coming & to last for 15 years.
Strong demand, insufficient new capacity coming on stream. No inventory.
Just love the fundamentals for
#copper
.
$BHP $RIO $FMG
#ASX
#Gold
?
#bonds
?
Best wishes to all in the resources and commodity world.
#HNY
2024 to be stellar.
Gold >US$2000
Copper to > US$4
Small cap resources should do very well.
MPS Index of Small Cap Gold Project Developers:-
1 Turning up
2 Turning up vs A$ gold
3 Turning up vs bigger caps
#gold
If Match Group $MTCH gets back to its 30% FCF Margins (I think they will), they'll do ~$1 billion in free cash flow this year.
That means an EV/FCF of 13x.
If Tinder isn't in terminal decline, it's hard for me to see how this doesn't work out well from here.
Gold stocks have been unloved and with the volatility of the past few years they have been hated.
General funds have shunned them.
But now at a critical moment with a very constructive short term setup.
And the longer term is potentially quite explosive.
#gold
$XAU $SPX $GDX
Thanks Debra.
Most smaller ASX gold stocks seem to be closely aligned to the performance of silver.
Resolution of the rising wedge could be so good for the down and outs.
2019 is shaping up as a Golden Year.
$XAU $KL $ABX $NEM $GDX $GDXJ
#ASX
@DebraRo9175851
$XAU/XAG: 1/ Gold-Silver Ratio appears to be forming a rising wedge pattern which is nearing completion. The average reading for this ratio back to 2002 is 64. At 85 today, it sits close to a record high. The extreme highs in this ratio occurred in 2003, 2009 and 2016
Copper is basing in the lower channel and readying to move higher into the next.
The supply/demand position can only send copper one way: - Higher.
#Copper
inventories on LME are a piffling 140kt vs 23mtpa consumption.
Just-in-time becomes just-too-late, again!
$FCX $BHP $RIO
I remember 18 months ago when I was still writing my college thesis,
@miles_c2
was testing clickthrough rates on this idea.
Now: $$$ raised, out of stealth, all-star team behind it. Proud.
Who else feels $COST stock is the $NVDA of retail?
Regardless of valuation it just marches higher
I have enjoyed the ride in Costco, but damn it is always pricey
Gold is rising against US T-bonds. A 5% hedge on US$21tn Treasury Debt Portfolio in
#gold
would be >US$1tn and ~770moz or 24,000t or 7 years gold mine production.
Hedge Funds will be buying lots of gold &
#goldstocks
.
I don't think there is enough gold to go around. How high?
I find it ironic the $IRBT & $AMZN deal is being called anticompetitive.
Meanwhile, iRobot might go bankrupt if it isn't acquired.
If a company can't stand on its own 2 legs, it's probably not an impregnable monopoly.
For those wondering about where we all are in the markets the
#ASX
XMM Metals & Mining Index is giving a clear picture.
2011 downtrend about to be broken as strong earnings from $BHP $RIO $S32 from
#copper
#coal
&
#ironore
et al.
Wave analyisis or H&S gives same outcome.
#gold
Our interview with
@Larryjamieson_
on $FICO drops tomorrow morning.
Excited for this one. He's hilarious and knows the business exceptionally well.
Oh and FICO's been a pretty remarkable compounder.
My favorite quote from this interview:
“I know people shaming value investors, literally shaming. I wanna come out and say that I’m proud to be a value investor.”
@JRogrow
fighting the good fight
$mmtlp $gtii
@FinancialCmte
Hey,
@GaryGensler
your criminals Jeff Easton and Lind Partners have defrauded women,minorities, veterans,investors by counterfeiting 125,000,000 million nonexistent shares of $FNGR. Bad Actors can destroy your beloved $GS.R u complicit?
Focus on the US$ is almost always bearish but the 57% key to the DXY looks very weak.
Euro to parity with US$?
Gold in Euros is surging.
Maybe heading much higher.
#Gold
$GDX $GDXJ $XAU $HUI $GOLD
#Euro
$SPOT has drastically expanded its potential SPAN advertising inventory with its recent acquisitions.
Findaway could bring audiobook advertisements & Whooshkaa’s broadcast-to-podcast should introduce linear radio to the mix.
#Gold
- The key, when it comes to how high we get in the next 10 years, will be how long it takes to break to new all time highs. Remember, much of the rest of the world is already doing this.
Yes Jordan!
#Gold
has broken out in Euros, Swiss Francs, Indian Rupees, Chinese Yuan and most other currencies.
Just waiting for gold in Yen.
Gold stocks are ludicrously underpriced!
My advice to writers/creators worried about AI taking their job:
BE BETTER
Our species is great at discerning what’s truly original vs. what’s not. Most AI-generated content is formulaic. A well-informed, creative, honest work produced by a human is not.
2/video/1
Side note:
Every time we say things like “what about rape victims,” it implies abortions from consensual sex are somehow less justified.
If abortion isn’t wrong, case-by-case shouldn’t matter.
Nth American goldstocks are now starting to show some life after breaking and backtesting the 2011 DT.
The two big royalty companies Franco Nevada and Royal Gold are setting up for a MASSIVE break out.
What a ride!
$FNV $RGLD $GDX $XAU $HUI
#gold
#GOLD
The Australian Gold Industry strength is best represented by super performers $NST, $EVN, $SBM, $RRL & $SAR while the
#ASX
XGD Index is flat with 38% $NCM.
Aust
#gold
prod to hit new records >310tpa in 2018, 2019 and beyond.
Exploration spending at record ~A$1bnpa.
$CYL $KLA
Might have found a couple gems on this list.
1.) VirTra $VTSI
- Makes training simulators for law enforcement
- EV/OI: 11x.
2.) Nobility Homes $NOBH
- Sells manufactured homes in FL
- Share Cannibal
- EV/OI: 6.3x
3.) CoreCard $CCRD
- Card issuing software
- EV/OI: 14x
A simple screener to find High Quality Small-Caps:
1.) Market Cap: $50M-$3B
2.) 10-Year Average ROIC: 15%+
3.) 10-Year Revenue & EPS CAGR: 10%+
4.) Net Debt/EBITDA: Less than 5x
Here are the 15 companies that make the cut👇
UK CMA: "making CoD exclusive to Xbox would result in a significant financial loss for Microsoft post-Merger... Merger may not be expected to result in a substantial lessening of competition"
Wow, looks like $ATVI / $MSFT is about to beat the UK CMA 🎮
Author of “The Blind Side,” Michael Lewis, says he was “a little shocked” to learn former NFL player Michael Oher was suspicious of the Tuohy family.
“I watched this relationship for the better part of three years, and it was loving.”
When companies get overly popular on Twitter, I tend to shut my mind off to the idea. And honestly that’s been $UPST for a while.
But looking back at their results, the growth has been astounding.
37% *Quarterly* revenue growth rate post COVID
Many reasons to buy Read Write Own:
🔹To read the most compelling argument for why blockchains matter.
🔹To give to parents so they understand what you do.
🔹To give to friends so they stop asking about dog coins.
🔹To give you justification to retire your crypto trolldom.
Maybe I’m old school, but I kinda like living in a country where the leader can’t accidentally fat finger a yolo trade with my tax dollars from his robinhood account.
ASX gold stocks have been leading the world gold and resources sectors.
The current ASX Gold Index to A$gold price is just around 4x.
Should get to 5 to 6x.
It is time for the small cap resources stocks in Australia to run.
#ASX
$XAU $Gold
#Gold
#silver
$GDX
@EdwardGofsky
Wonderful day for Resources on
#ASX
.
#gold
up,
#Ironore
up.
$BHP +2.55%
$RIO +4.51%
$FMG +7.41%
$NCM +3.57%
This just the start.
It is not just gold it is 1400m people in China, 1300m in India & 800m ASEAN.
So it will be a wide
#commodity
boom
@Dawespoints
GlobalBoomTM
Gold stocks showing gains.
XAU has RHS completed and surging through neckline.
Next stop 131 (+~5%).
Then 145.
New highs above 170 not too far away now.
#gold
#silver
$XAU $GDX $GDXJ $HUI
$MTCH Here's Match Group's excuse for not repurchasing any shares during the quarter:
"We were concerned by the high volatility and weakness in the equity markets generally in Q4 which drove ours and many others' stock prices down during the quarter."
🚩🚩🚩
William Li unveils the first mass-produced self-developed chip for laser radar control under
#NIO
, NX6031, named"Yang Jian(杨戬)".
"Yang Jian" has achieved an increase in efficiency while achieving a cost reduction of "several hundred yuan" per chip. $NIO
#China