Alex Shevelev retweeted
Always wanted to understand why our Australian Shares Fund invests in a particular company, or how our team researches opportunities in smaller companies? Now's your chance - the team is opening the floor up to any questions you might have for their next investment video.
Alex Shevelev retweeted
'As their business gained altitude, Larry insisted they live by a blunt rule: “We don’t try to screw the customer.” Heico keeps its prices locked between a third to a half off what an original manufacturer would charge.'
forbes.com/sites/abrambrown/…
"As we enter the third decade of this century, I’ll make a prediction: by the end of it, we will see less poverty, less child mortality, less land devoted to agriculture in the world." spectator.co.uk/2019/12/weve…
Alex Shevelev retweeted
Mayfair Platinum already stank - the borrowed name and the 4-page ads in the AFR. But Dominic McCormick has done the punters a real favour here unpacking it for @LivewireMarkets. Read it before you consider investing. If it looks to good to be true....
livewiremarkets.com/wires/ip…
Alex Shevelev retweeted
1) High valuations are arguably more dangerous to founders and employees than investors. No room for error.
If Magic Leap – an impressive company - had not raised at such a high valuation, it would be in a much better position today.
theverge.com/2019/12/6/20998…
"In 2017, one Moody’s analyst coined a new definition for Ebitda: Eventually busted, interesting theory, deeply aspirational." bloomberg.com/amp/news/artic…
Alex Shevelev retweeted
“It is that the nature of high-growth potential tech businesses means the most important drivers of their value creation must be uncertain.
To succeed, startups must choose to brave uncertainty because most companies, especially established ones, won’t” reactionwheel.net/2019/11/st…
Alex Shevelev retweeted
Interesting angle on what incumbents VCs respect the most as revealed by their lack of funding for incumbent competitors, By @GavinSBaker
medium.com/@gavin_baker/vent…
Alex Shevelev retweeted
Just in time for Secret Santa - Forager's favourite reads of 2019.
foragerfunds.com/news/forage…
"for every dollar consumers spend on a monthly Netflix account, they receive almost $US1 billion of content." afr.com/companies/media-and-…
Alex Shevelev retweeted
Good chart from Macquarie highlighting that higher tax payments - due in large part to bracket creep - have more than offset lower interest payments for Aust households in recent years.
#ausecon
Alex Shevelev retweeted
"Markets are not pure utility maximizing machines but rather distinctly human phenomena shaped by culture and opinions." Here are a few of investing's hottest memes.
mailchi.mp/verdadcap/narrati…
Alex Shevelev retweeted
Low rates feel like a free kick for highly indebted borrowers. If the world turns Japanese, they are going to learn a very painful lesson foragerfunds.com/news/beware…
Alex Shevelev retweeted
Passive funds are overweight US equities and large-cap growth, largely due to the massive popularity of the S&P 500 index. Coincidentally, these are the most expensive stocks.
mailchi.mp/verdadcap/glamoro…
"WeWork might be the first unicorn to truly have its horn ripped off" smh.com.au/business/companie…
Alex Shevelev retweeted
Neumann: "[WeWork's] valuation and size today are much more based on our energy and spirituality than it is on a multiple of revenue".
Forget revenue multiples folks. It's all about spirituality multiples now.
Excellent headline... Inghams battered on the back of poultry profits afr.com/markets/equity-marke…
Alex Shevelev retweeted
Who has gained from Globalization: Take a look at this chart by @BrankoMilan A bit like an S that has fallen clockwise by 90 degrees. Explains much of today's politics. Thanks to via @hbr
