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How much more is the average mkt participant willing to pay for a listed company whose IR site looks like this. I'd say at least 5%, pushing 10%. Related, if you work in IR and you have a site that doesn't look like this, wtf are you doing.
Meanwhile at $SFIX...
star gazing @holyhotmonkey
1/
Get a cup of coffee.
In this thread, I'll help you understand Warren Buffett's famous quote: it's better to buy a wonderful business at a fair price than a fair business at a wonderful price.
The dentist has spoken, brilliant thread talking about the growth engines at FISV and how it’s positioned vs competition
I did not know FISV was processing for Stripe & Braintree and also that Clover has overtaken Square’s processing biz! https://t.co/dBRvAV2BQy
BlueToothDDS @BlueToothDDS
Seeing lots of talk about the surge in M1 money supply in the last week and the potential for very high inflation.
Let's dive into this in some more detail.
if you think a friend or family member is thinking about getting an MBA, there’s plenty you can do to help them through this difficult time:
Amazon was founded in July 1994, for the year 1998 it was cash flow positive.
Our Web 2.0 companies are talking about maybe being adjusted EBITDA positive (which is not cash flow)
This time IS different. But not in the right way.