Sunday Finds from Chit Chat Money

Matt Cochrane and the TSOH, Unity, and Sony

Content from Us:

• Episode 87: Interview with Matt Cochrane and the Science of Hitting

• Robinhood has Major Problems: Can they be Fixed?

• Thursday Deep Dive: Unity

• Fundamental Analysis: Sony

Other Stuff:

• Podcast: MIB with Dave Portnoy

• Podcast: Invest like the Best with Modest Proposal

• The hype cycle visualized

• The Price of Progress

• The end of American Internet

• Airbnb IPO Coming Soon

• Common Causes of Bad Decisions

• A Dive into Angie’s List

• Luck and Success

Smart and Funny Tweets:

no context succession @nocontextroyco

James Mishra @rishmishra

Every eighteen months, Silicon Valley comes up with a new term to describe people selling stuff on the Internet.

myles @linkedinmindset

“we found an 18-year-old who just made a viral tweet about getting a UTI. we’re going to have him reply to the tweet with a link to buy your product”

ValueStockGeek @ValueStockGeek

After spending a lot of time reading old VIC posts, here are a few conclusions: 1) Bad industries stay bad. There is not a miracle coming that will change it. 2) Simple ideas are for making money and complicated ones are for boosting egos. 3) Stay away from ‘sum of the parts.’

Nate Geraci @NateGeraci

Submitting for chart crime... 🚨 🚨 The case: Comparing # of global ETFs (incl bond & alt ETFs) to # of US-listed stocks. Actually 7,000+ global ETFs. Plus, fun fact: there are 650k combinations out of Chipotle’s 25 ingredients. Fun fact #2: Approx 8,000 mutual funds in US. https://t.co/zwXdfV03lx

Vincent Deluard @VincentDeluard

Fun fact of the day: There are now more ETFs than stocks listed on the NYSE and Nasdaq 😱😱 PS: I will update this tweet when there are more SPACs than stocks 😉 https://t.co/YF6PNXX5GE

ValueStockGeek @ValueStockGeek

Reminder: You can lose money in a good business if you overpay. $CSCO doubled revenues and gross profits from 2000-10. The stock was flat from 2000-10 with a 86% drawdown. Why? Multiple compression. Price/sales went from 6x to 3x. It’s not enough to buy a great business.

modest proposal @modestproposal1

Corporate governance best practices right here

Jerome A Powell @alifarhat79

Doctor Cramer vs. General Gerber

invertir.blog @invertir_blog

Experiment is online: an "Index" 📈 to track the most popular stocks by users who disclose their portfolio on #twitter. Hopefully it will be able to handle the traffic without crashing the website (it is meant to update on its own). invertir.blog/fintwitter-ind…

Rudy Havenstein, now with sound. @RudyHavenstein

Bulls on Parade!

Toby ☕️ @tobydoyhowell

Only the 2 MIT grads who built an algorithm to match you with wine can save us now

Alex Good @goodalexander

Let's talk about Warren Buffett. A thread. 1/ I grew up in Omaha, born and raised. All I ever wanted to do was escape. I loved hedge funds. Hated Buffett. The one day someone told me Buffett used to be the wildest fund manager of all. I didn't believe at first, but I learned.

Diogenes @WallStCynic

You People Have Lost Your Damn Minds Dept: All gambling revenues(casino, online, sports, pari-mutuel, Native American, etc.) in the USA will probably be less than $80B in 2020, growing 2% per year. Sports betting(less than $2B) is about 2% of the total.