Sunday Finds

Todd Wenning, Redfin, Callaway

Content from Us:

• Episode 106: Interview With Todd Wenning

• Deep Dive: Redfin

• Deep Dive: Callaway

Other Stuff:

• How Spotify Could Become a Label (Kind-of)

• Howard Marks Latest Memo

• Is Today a New Gilded Age?

• Real and Fake Competitive Advantages

• So Much is at Stake in Taiwan

• A Moat Without a Castle

• Applying the Kelly Criterion

---

*Chit Chat Money is sponsored by 7investing. Use our link or enter promo code "CCM" at check-out to get $10 off your first month of the service.

---

Smart and Funny Tweets:

Garrison Davis @hungrybowtie

Been saving this one for a while. Happy one year anniversary!

Joe Weisenthal @TheStalwart

(HT: @cojobrien)

Diogenes @WallStCynic

@CathieDWood That’s because it may be a questionable correlation.

Christopher Bloomstran @ChrisBloomstran

I see lots of student company write-ups and pitches. Most are better than yesterday's $3,000 ARK Price Target Report for $TSLA. In reading the report its clear the motivation is to promote a higher stock price. The fantasy involved is simply spectacular... 1/

gigabear @2170cell

"added ticker to watchlist"

modest proposal @modestproposal1

What is going on here? Are corporations about to do lines of shredded dollars? Are buybacks corporations way of letting off a little steam in the roaring 20s? So many questions.

Kenneth Dredd @KennethDredd

🚀🚀🚀 $TSLA $ARKK

George @NoonSixCap

Pleased to crowd-release my updated TSLA model, thx