Sunday Finds

Interview with Nick Sciple, FuboTV, Airbnb

***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing***

Content from Us:

• Episode 97: Interview with Nick Sciple

• Deep Dive: FuboTV

• Fundamental Analysis: Airbnb

Other Stuff:

• Tips for Good Writing

• Spotify Thesis

• ShawSpring Partners Letter

• Margin of Safety

• Peloton Deep Dive

• Growth in Influence Marketing

• The Free Business Model

• How to Invest in a Bubble

Smart and Funny Tweets:

Francis Investing Analyst @InvestiAnalyst

Weekly Fundamental Analysis: Goodfood Market Corp $FOOD 🍲 🚨267% Organic growth over 5YRS! - It is one of the fastest-growing public companies in Canada🇨🇦 A young Amazon fresh benefiting from the trend towards eCommerce online grocery shopping. Thread and Earnings Review!👇

High Yield Neil @distressed_SS

@chamath @Plaid @chamath @BillAckman

EB @EllliotttB

I’m sorry but the fact that millions of dollars worth of a thing can be lost because of a missing notepad and that thing is supposed to be not just a part of, but foundational to, a global financial ecosystem is incomprehensibly stupid

ska scholar @CTWritePretty

every time the minimum wage comes up like 60% of America reveals that they’re apparently really worried about McDonald’s profit margins

gigabear @2170cell

Statue commemorating all the 2020 Twitter big brains

ValueStockGeek @ValueStockGeek

I started a substack for company write ups. The goal is to regularly analyze companies. I will use this medium solely for company write up's. I'm going to even write up the ones that I decide not to buy.

valuestockgeek.substack.comIn Search of Wonderful Companies at Wonderful PricesGreetings! I have a blog where I track the performance of a real brokerage account where I invest my own money. In the past, I only wrote about the companies that I decided to buy. I’m starting this substack to do more company write-up’s. I am even going to write about companies that I don’t buy. I …

Clark Square Capital @ClarkSquareCap

Bill Miller on creativity in the investment process

Flywheel Research @flywheelfunds

1/12 Valuing a Disruptive Businesses: Naked Wines ($WINE) Case Study. In my intro last week, I promised examples of using ROIIC & reinvestment rate to value disruptors. $WINE is an eComm D2C wine model with SaaS-like outcomes. EXCELLENT DISCLOSURE makes it a good case study

Christopher Bloomstran @ChrisBloomstran

I’m confused. My calendar doesn’t say April 1st.

Jennifer Ablan @jennablan

Billionaire investor Chamath Palihapitiya is the next Warren Buffett, Ritholtz chief Josh Brown says - https://t.co/EG7RltZkhA

Jesse Felder @jessefelder

Despite rising > 25x from its March 2020 low, PLUG's share price is still down > 95% from its 2000 peak. Market cap, however, is now > 5x the peak from 20 years ago.

Hipster @Hipster_Trader

In case you wondered where we are in the market cycle

Sarah Ponczek @SarahPonczek

Hey all you cool cats and kittens, Carole Baskin mentioned penny stock Zomedica $ZOM in a video last week. Since, it’s up 230% and yesterday more than 1 billion shares traded https://t.co/dxySl4cNZv