Sunday Finds

Just Eat Takeaway, Moneygram International

Catch-up on Our Shows From This Week:

• Not So Deep Dive: Just Eat Takeaway

• Luis Sanchez Discusses MoneyGram International

3 Good Reads:

• Stay in the Game

• Why Do Investors Freak Out?

• Digital Ocean Deep Dive

1 Good Listen:

• Nintendo, Games, and Mexico with Aaron Edelheit

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Smart and Funny Tweets:

Evan Tindell @evantindell

My god

Andy @bizalmanac

Winning the Lottery, Losing it All, Starting Again A quick tour of my 10 years working in the investment industry It ends with me quitting my dream job and resetting my career and life about 1 year ago Just writing off the dome, hope you enjoy (1/x)

Lion @Investing_Lion

Now that most companies have reported earnings, it is a good time to assess where current valuation multiples stand and the estimates of revenue CAGR for the next few years. This is the consolidated graph with all the companies:

Marcelo P. Lima @MarceloPLima

Incredible. $AFRM

modest proposal @modestproposal1

Two great charts showing tech/interactive media vs the rest of the core of the S&P 500 in operating and gross margins. Can see the shift in tech from hardware to more software like models and the emergence of the internet completely change the margin profile

litquidity @litcapital

A short story in 3 photos

pictures of the end @neighbours_wifi