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/…
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…
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…
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…
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.
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
Alex Shevelev retweeted
• The History of Venture Capital •
Return Distributions:
- Whaling Profits (1816-1906)
- Venture Capital Net IRR
Alex Shevelev retweeted
Forager Funds roadshows coming up over the next week:
Perth this Friday 26/7
Brisbane 30/7
Melbourne 31/7 (lunch and evening)
Sydney 1/8 (evening) and 2/8 (lunch)
Each runs for about an hour. Free of charge. Get on it here:
foragerfunds.com/forager-roa…
Alex Shevelev retweeted
"So join me and stop the spread of financial pornography. Call it out when you see it and, with enough time, it may just make a difference."
~@dollarsanddata
It's everywhere! And like a hydra, cut off one head and two grow back. Keep cutting!
ofdollarsanddata.com/stop-th…
