Sunday Finds from Chit Chat Money

Tim Beyers, Nintendo, and Stitch Fix

Content from Us:

• Episode 86: Talking Software with Tim Beyers

• Deep Dive: Nintendo

• Own Companies that feel Inevitable

• Fundamental Analysis: Stitch Fix

Other Stuff:

• Crowdstrike: Powerful Business Model and Strong Execution

• The Top Podcasts Globally

• The Caffeinated Investor

• A Primer for Forgetting

• The Rise of Carry

• The Stock Market vs. the Real Economy

• Playing the Housing Recovery

• Strategy Shift

• Mulan vs. Tenet

• How Innovation Works

• Thoughts on Sea Limited

• Muddy Waters Report on Nano-X

• The Outsiders

Smart and Funny Tweets:

Jake Chapman @vc

My Robinhood portfolio is up 300% I'm the last year. Why am I in early stage venture again? Oh yeah, its because I want to help create/shape the future my daughter lives in.

TikTok Investors @TikTokInvestors

Someone send Australia a copy of the Big Short. #fintok #RealEstate #StockMarket

Patrick OShaughnessy @patrick_oshag

Collecting “hard to copy” business features. What business has an element that would be extremely hard to copy, even with lots of money and effort? Bonus points if the answer isn’t the company’s “brand”

Quantian @quantian1

It's retrospect, it's pretty wild that one guy bought a rendering off DeviantArt and turned it into a $30 billion company. That's American innovation, baby!!

Sujeet Indap @sindap

Nikola scoop from @Claire_Bushey @Petercampbell1 @OrtencaAl https://t.co/pnKrdKEHrG https://t.co/s2XCwAvfm0

Chetan Puttagunta @chetanp

Based on recent filings, it appears that Tiktok was spending $10 - $30 to acquire an active user and expecting to generate $5 of revenue per user per year in the US. That implies a revenue payback period of 2 - 6 years. That's an incredibly aggressive user acquisition formula.

Tomi @tomi

1/ Short thread on mobile and cloud gaming vs. PC/console. I believe @FT’s new article on the future of consoles, mainly focusing on investments in cloud gaming and mobile’s growth, largely misses the mark.

ft.comSubscribe to read | Financial TimesNews, analysis and comment from the Financial Times, the worldʼs leading global business publication

Arachnid Quarantine Zone Expert Virologist @KlendathuCap

I can’t even tell if this a parody or not.

Peter Huminski @Thoriumwealth

So this is who’s buying all the calls I’ve been selling 🤔 Trade carefully kids!

Kenneth Dredd @KennethDredd

Choose your offsite backup location

Preferred Shares @PrefShares

The top-quartile of S&P 500 valuations has... elevated.

Ken Klippenstein @kenklippenstein

Elon Musk @elonmusk

What can’t we predict?

Bread Crumbs Research @CrowdedTradeCap

Frequency of the word "visionary" in corporate filings

Bryan Beal 🎧 @bryanrbeal

If I were a Billionaire this is exactly how I would dress.