Sunday Finds

Myles Udland, Izea Worldwide, and Wix.com

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

Content from Us:

• Episode 100: Interview With Myles Udland

• Deep Dive: Izea Worldwide

• Fundamental Analysis: Wix.com

Other Stuff:

• Hindenburg vs. Chamath

• WTF is a Clearing House

• Unfortunate Investing Traits

• Why Pump and Dumps are Dangerous

• Exploring the Resilience of the Defense Industry

• A Day With Cathie Wood From ARK Invest¹

• Stan Druckenmiller Talk with Goldman Sachs²

Smart and Funny Tweets:

Luther Heggs Capital, LLC @ConsensusContr1

Analyst: This tech company has a 50% adjusted EBITDA margin and no debt!!! Client: What does that mean? Analyst: I’ll tell you what it means... it means they’re probably getting pretty close to FCF break-even!

Keubiko @Keubiko

Great point. Walgreens would never partner with a questionable firm. Amirite @eholmes2003

Cardinal Trading @CardinalTrades

All this $CLOV hate. You think Walmart partnered with crooks? You think Humana wants help from crooks? Walgreens? CVS? Get real.. see you $20+

Jerry Capital @JerryCap

Druck on Value-at-Risk (VaR)

Ramp Capital 💎 @RampCapitalLLC

“It’s actually quite simple. I just buy stocks that are going up and I sell them when they stop going up.”

Jon Lai @Tocelot

1/ on one hand, the largest social networks today lean toward real identity: @Facebook @Twitter @tiktok_us etc. Enforcing real identity is fundamental for enabling creators on these platforms to build audiences – simply put, users want to know if that person is real!

1. I want to highlight this one to show that fund managers are not special. They may have access to “proprietary data” and other expensive information, but at the end of the day just because someone has over $10 billion in AUM or a strong three-year track-record does not make them a golden god.

2. The best thing from this week. Quick, concise, and thought-provoking.