The one thing that makes me want to be bullish on crypto is how much boomers dismiss it. I don’t think most industries are better served going on chain (with a few exceptions; govt data and payments etc) but I can see millennials and Gen Z forcing it anyways to spite boomers.

Industries all the way down 😁

Happy weekend yall. youtu.be/c6qOBFkvdG0?si…

The default state of nature is poverty, and we've been clawing our way out of it for the last 200 years

I’m not saying to pay off a sub 3% mortgage but this gets at a simple thing. Conservative Balance Sheets provide tons of flexibility moving forward. Easier to take risks. Easier to compound. Clearer thinking. Etc. Works personally and in business.

Always a high correlation between people who constantly worry about the future and those who don’t take much action to improve themselves or their situation. Really the worst of both worlds.

lol. Love Jensen but a watch literally represents “now” anytime you look at it.

Still one of my favorite disconnects in markets. God forbid you think through both.

Not sure why it has to be a screen on noisy and flawed metrics lol Plenty of screens with sound measures. Global screen of Quality, Growth and Value (Screen I pick from) seems to be an alright place to live. Oh well.

NVDA ROC: 67% 3Yr EBIT Est CAGR: 34.7% NTM EV/EBIT: 29.6 Other 4 ROC: 6.8% 3Yr EBIT Est CAGR: 23.5% NTM EV/EBIT: 29.5 Who knows the future, but it's funny to see so many intelligent people ignore so many aspects of businesses besides today's price. Especially Buffett folks.

Shareholder Yield since 2000 for my Universe (Largest 2000 U.S> Stocks with positive cash profits) ~2.5% currently. Not the lowest but it's getting thin =)

Maybe because Kraft Heinz isn't Staples pricing anymore?

Tobias Carlisle *Buffett is the 🐐 1. Impossible to view BRK without Buffett to me. 2. It's so large now that it seems to function as an index fund (1). 3. 23 yrs of underperformance (I cherry-picked) (1). 4. P/TBV ~2. 5. SV fundamentals still lacking. Just no growth to reward versus 2000 (2).

Getting easier to be a value investor 😎

Been reading through a lot of PE history (especially regulatory shifts) and research decks lately and it really seems obvious to me that it and M&A are the big reasons for the small cap shift. So many quality metrics back it up. Such an easy link. Not sure it reverses that easy.

ValueStockGeek Never ceases to amaze me