Robin Cunningham
@mamato31b
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I am a follower of Jesus Christ, I believe that eveything happens for a reason and that God is in charge and nothing surprises Him!
Sydney
Joined January 2009
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Today I learned
@profgalloway
speaks — on a words per minute basis — 40% faster than the average Prof G employee
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Good piece here by
@CowrieLLC
on DAO legal entity structuring, including use of the DUNA.
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Really good episode on the overall payments landscape.
Particularly enjoyed the discussion around $PYPL
🎙 New podcast out to everyone! 🚨
Going deep on Payments with
@borrowed_ideas
(MBI): Adyen, PayPal, Stripe, Square, Amazon, Apple Pay, Google Pay, Visa, Mastercard!
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“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.
Ally: A Banking Transformation
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I know I'm a bagholder, but I think $MTCH is really cheap here
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$NNI Nelnet has to be the easiest stock I’ve ever owned.
Up 31% this year with a max drawdown of like 6%.
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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.
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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
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“If you want to have a lot of money, you better be thinking about it all the goddamn time.”
—
@profgalloway
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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
…
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Phenomenal writeup on Dream Finders Homes $DFH
Drew really is one of the brightest young investors I’ve ever met.
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After today's 9% decline, British American Tobacco $BTI is trading at a ~14% shareholder yield
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$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
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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.
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Serious Q: Would $PTON have been better off today without the pandemic?
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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
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If all your stocks got cut in half from today’s price, which one would you double down on first?
Probably $MTCH for me
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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: …
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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
?
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Reminder to self: Executive fixation on stock price = 🚩🚩🚩
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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.
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I have a crazy idea:
#CreditCards
welcome to summer 2022, it's time to BNPL a $19 sandwich
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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
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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
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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
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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.
Super excited to come out of stealth and finally announce
@FollowInvestApp
to the world! Huge thanks to my co-founders
@ManningField
,
@ben_rapaport
,
@jackabraham
! Big things coming soon and stay tuned for our full launch in January! 👀🚀
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One of my favorite Jeff Bezos principles:
Disagree and commit
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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
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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?
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Just sent out our Annual Letter. For those interested, we discuss several of our holdings.
Weighted trailing FCF Yield of the portfolio: 15.4%
…
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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.
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Pretty darn impressive results for $UBER
Trips growth accelerated from 19% to 24% sequentially
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$gtii $mmtlp $mmat
@anna_trades
@HAMShortkiller
@GaryGensler
acknowledges he is aware of MMTLP and
#counterfeitshares
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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.
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Excluding the $30 billion rescue fund, First Republic’s deposits declined by 58% in Q1 $FRC
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My favorite quote from this interview:
“I know people shaming value investors, literally shaming. I wanna come out and say that I’m proud to be a value investor.”
@JRogrow
fighting the good fight
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He disappeared the day he said the song was about the GOP
I have not seen this dude since September. It went from every day and hour to never.
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$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 $GS.R u complicit?
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$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.
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Me every time $MO starts approaching that 10% divvy yield:
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Good Morning!
If you have your health, approach each day as if you have won the lottery
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Very well presented. Matches my thoughts quite well!
We won’t believe how high gold stocks will run.
$NSY $NCM $KL $KLA $NCMGY $GDX $XAU
#Gold
- The key, when it comes to how high we get in the next 10 years, will be how long it takes to break to new all time highs. Remember, much of the rest of the world is already doing this.
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$mmtlp $gtii $crtd
#jessicaHopper
@FINRA
#FINRAFAILEDTODELIVER
#FINRAFRAUD
#REGSHOHASTOGO
Great job, Jessica on two Series 7 cheaters! You are the best!
@GaryGensler
@cvpayne
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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!
#AUD
#gold
flying out of the blocks for 2019 - smashed through $1850oz - good start to the year for
@ausgoldindustry
...... You must be happy
@DawesPoints
!!
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Probably the best piece I've ever come across on Match Group $MTCH
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My advice to writers/creators worried about AI taking their job:
BE BETTER
Our species is great at discerning what’s truly original vs. what’s not. Most AI-generated content is formulaic. A well-informed, creative, honest work produced by a human is not.
2/video/1
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Side note:
Every time we say things like “what about rape victims,” it implies abortions from consensual sex are somehow less justified.
If abortion isn’t wrong, case-by-case shouldn’t matter.
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I’ll fight tooth & nail for this
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$gtii $crtd $cnlv $dbmm $mmtlp The Faces of Fraud The Lind Partners
@GaryGensler
@GurbirGrewalNJ
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$MNST Revenue since Rodney Sacks and Hilton Schlosberg took over in 1990:
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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-$3B
2.) 10-Year Average ROIC: 15%+
3.) 10-Year Revenue & EPS CAGR: 10%+
4.) Net Debt/EBITDA: Less than 5x
Here are the 15 companies that make the cut👇
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$ATVI
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 🎮
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Charlie Day on playing Luigi in the new $NTDOY movie: “I’d love to tell you all about it, but they are top secret with this stuff.”
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Interviewer: "But it wasn't really his money to gamble, right?"
Michael Lewis:
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.”
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When companies get overly popular on Twitter, I tend to shut my mind off to the idea. And honestly that’s been $UPST for a while.
But looking back at their results, the growth has been astounding.
37% *Quarterly* revenue growth rate post COVID
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Many reasons to buy Read Write Own:
🔹To read the most compelling argument for why blockchains matter.
🔹To give to parents so they understand what you do.
🔹To give to friends so they stop asking about dog coins.
🔹To give you justification to retire your crypto trolldom.
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For the crypto people in SF
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Maybe I’m old school, but I kinda like living in a country where the leader can’t accidentally fat finger a yolo trade with my tax dollars from his robinhood account.
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Good explanation by Morgan Stanley on why Held-to-Maturity (HTM) assets can be so tricky for banks
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Cumrocket fixes this
Coinbase’s new ad truly embodies the millennial experience.
Well done 👏🏼
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This was a great read. Chapter 11 on buybacks was particularly good. …
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ASX gold stocks have been leading the world gold and resources sectors.
The current ASX Gold Index to A$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
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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
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Nio begins deliveries of ET5 Touring in Germany, Sweden, Netherlands and Norway - CnEVPost … $NIO
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$mmtlp Rikers is already built!
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$MTCH down ~40% since this hilarious quote
$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."
🚩🚩🚩
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Today’s
#ProfGMarkets
. We cover:
— Retail sales 🛍️
— $PINS 📌
— Estee Lauder x Tom Ford 🕶️
Tune in👇
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Don’t I’m shy
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You better have Prof G Pod in your Spotify Wrapped
Blocking anyone who doesn’t
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I’m sorry we didn’t cover OpenAI on Markets this week. It was too undeveloped.
But we will soon!
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