Sunday Finds
Cellink CEO Erik Gattenholm and Latch
Catch-up on Our Shows From This Week:
3 Good Reads:
1 Good Listen:
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Smart and Funny Tweets:
The more I think about it, the worst problem with Wall Street and the average investor in general is they are watching their screen/performance constantly and can't sit through a period of a stock being flat to down. It's super hard for anyone in this business.
The sweetest spot of GARP investing is underwriting 2-5 yr eps growth that when netted against any pessimistic offsetting multiple contraction still results in a very solid above average cagr.
Highest 18-24 month batting averages and cagrs almost always occur in those ideas.
Banks hate him!
See how the U.S. National Debt could go from $28T to $0 using this one simple trick.
L͟e͟a͟r͟n͟ ͟m͟o͟r͟e͟
I’ve spent 10 years at the same public company. I’ve seen the good, the bad, and the ugly. Heroic quarters and ones where it feels like we’re on a precipice.
I say this from the belly of the beast: It’s a long journey. One quarter does not matter.
