Sunday Finds From Chit Chat Money

25 Stocks of Christmas, week 1

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Content from Us:

• Jason Moser talks Ansys

• Brian Feroldi talks Autodesk

• Sean Emory talks Capri Holdings

• Jim Gillies talks NelNet

• Growth to Value talks Sea Limited

• David Polansky talks Par Technology

Other Stuff:

• The Tragedy of Tony Hseih

• Neo Bank Subscription Bundles

• Custom Indexing is Here

• Steve Martin’s Thoughts on Becoming an Expert

• Legal Cannabis in Oklahoma

• SPAC Russian Nesting Dolls

• A Sabbath for Your Brain

Smart and Funny Tweets:

Christopher Bloomstran @ChrisBloomstran

The water is chummed. @elonmusk already hooked a whale, an endless supply of dumb money in the S&P committee that compelled its passive followers to buy $TSLA shares at any price, providing it the ongoing capital it needs to grow (because it doesn’t produce it internally)... 1/

Dan McMurtrie @SuperMugatu

Am I the only one who finds it a little insane how intense the debate about student debt is while there is zero mention or concern about basic personal finance education in schools? Kids are being offered hundreds of thousands in financial products with no ability to assess them.

Charlie Bilello @charliebilello

P/S Ratios of notable growth companies w/ Market Cap > $100 billion... $SNOW: 219x $ZM: 62x $SHOP: 52x $PDD: 27x $NOW: 25x $NVDA: 23x $MA: 22x $TSLA: 21x $V: 21x $ADBE: 19x $AMD: 13x $PYPL: 13x $MSFT: 11x $FB: 10x $CRM: 10x $NFLX: 10x $BABA: 9x $AAPL: 8x $GOOGL: 8x $AMZN: 5x

Charlie Bilello @charliebilello

Snowflake closed today at a $107 billion market cap and a price to sales ratio of 219x. Has there ever been a company with a market cap this large trading at this high of a sales multiple? $SNOW

Ramp Capital @RampCapitalLLC

Hell yeah this is awesome

RBA @corptrader

Total US call option volume. Biggest bubble of all time. Enjoy! https://t.co/DalT5tYkKQ

litquidity @litcapital

Ask Twitter to help me find a company in any sector with a market cap greater than $200M but less than $1.5B, good FCF and EBITDA and no debt that they think can predictably stay flat or grow modestly over the next 5-10 years https://t.co/32a5KXu8mI

🎄Arobzz🎄 (5-6) @ArobSZN

What do you do in this situation https://t.co/pRQA29g46W

SentimenTrader @sentimentrader

Last week, U.S. options traders opened 94.8 million new equity and ETF contracts. The smallest of traders buying call options - pure speculation - accounted for 20.5 million of those. At 21.6% of total volume, that's a record high.

Terminal Value @valueterminal

Warren Buffett famously has never smoked a cigarette nor consumed alcohol. Whether he smokes weed is not known

Keubiko @Keubiko

OK time for a quick Tales From Investment Banking. 1/n

Jerry Capital @JerryCap

Fixed it

Packy McCormick @packyM

Ben Thompson on @Stripe is predictably excellent. Two little things stood out: 1. @collision's use of "ergonomic" to describe business processes. 2. Maybe the most ambitious @benthompson graphic yet. https://t.co/aiTAi3BzIu

Michael Batnick @michaelbatnick

A Georgia senator bought and sold FireEye 61 times in 2016, making him a buy and hold investor at Robinhood.

nytimes.com2,596 Trades in One Term: Inside Senator Perdue’s Stock PortfolioThe Georgia Republican’s stock trades have far outpaced those of his Senate colleagues and have included a range of companies within his Senate committees’ oversight, an analysis shows.