Sunday Finds

Brad Freeman, Mohawk Group, Activision Blizzard

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

Content from Us:

• Episode 101: Interview With Brad Freeman

• Deep Dive: Mohawk Group

• Fundamental Analysis: Activision Blizzard

• Discussion With 7investing

• Start With a Margin of Safety. End With a Growth Mindset

Other Stuff:

• How Passive Investing Affects Markets

• Crypto Mogul Bets on Meme Investing

• An Amazing SPAC Chart

• The Reality of Food Delivery

• This Sounds Stupid. I’m Buying Just in Case

Smart and Funny Tweets:

Tech Bro Capital @capital_bro

(1/x) Thread on $BTN, a small cap holding company that is my newest and biggest position. The company has an interesting history and was founded in 1932 as a designer of film projectors; it went public in 1995 with two segments: theater and lighting. The company benefited from

Holger Zschaepitz @Schuldensuehner

Just to put frothiness into perspective. Total call volume skyrocketing along w/the market, driven by the retail crowd as retail investors are stuck home. Perhaps reopening of the economy will lead to subsiding option volume and retail interest, SRP says.

Ahmed Mushfiq Mobarak @mushfiq_econ

A thread about the derivative of ln(x) 1/x

Mario Cibelli @mario_cibelli

An incomplete list of things that one may encounter along the way if one plans on owning a great consumer company over the long-term - 5 to 10+ years (1/x)

FMV @Find_Me_Value

$ATVI Activision Blizzard - Slide Deck now available (138 slides) Trial version available (18 slides) - findmevalue.net Feedback / comments definitely welcomed

Keubiko @Keubiko

$UBER going for the gold in the Adjusted EBITDA Olympics. Highly profitable if you ignore the expenses amirite.

Diogenes @WallStCynic

(2) And just like $LYFT, when $UBER says it will be “profitable” in 2021, that means they will lose $(300-400) million in the 4Q. #MakeStuffUp

Tom Gardner @TomGardnerFool

Netflix is up 600X since its IPO. 40% per year. Earned over 19 years. Those returns include: DOWN 80% May 2011 - Sep 2012 DOWN 30% Jun 2018 - Sep 2019 ZERO RETURNS May 2004 - Dec 2008 May 2011 - July 2013 Feb 2014 - Mar 2015 July 2015 - Nov 2016 Your biggest takeaways?

BlueToothDDS @BlueToothDDS

Recent musings on payments as it relates to $SHOP + $FB: first some basics, then a few thoughts on recent developments TLDR: Capturing % of GMV great for SHOP (already well appreciated), but perhaps even better for FB (still early days, unlikely to see impact until Q3 this year)

Jerry Capital @JerryCap

$SHOP Expands Its Checkout System to $FB and Instagram https://t.co/IsM1FNsFXV

Keubiko @Keubiko

Mother Of God.