Have you seen this business? $4.8B revenue, 55% growth, 69% subscription revenue, 16% net income margin. Trading at 40x revenue. Answer: AOL in 1999

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According to preliminary data from Sensor Tower, App Store revenue reached $1.9B in October 2020, up 30.5% Y/Y. September 2020 growth was 28.1% C3Q20 was 31.2%.

This is a great example of clear, technical writing about modern processors, memory, and the new M1 chip. @erikengheim erik-engheim.medium.com/why-is-apples-…

joemorrison.substack.com/p/google-maps-…

Literally killing people with red tape. Nothing, absolutely nothing, matters more than speed. By obsessing about prioritizing the vaccine we are prioritizing the extension of this pandemic.

This era must culminate by Trump raising a SPAC.

Charley Grant Keep in mind that Watson never diagnosed $IBM’s problems, either.

1/ This is Lex Greensill. He founded Greensill Capital to disrupt "supply-chain finance", a $7T industry that supports global trade. A few months ago, Greensill was headed for a $40B IPO. Now, it's likely worth $0 (oh, and Softbank is involved). WTF happened? 🧵

Here’s some mind-blowing technology being developed by Boz and his team for our AR glasses: wrist-based sensors that let you control devices using the same electrical motor nerve signals you use to move your hands tech.fb.com/inside-faceboo…

While a 6000x is impressive, just buying and holding Bitcoin from $6 to $63,000 would have generated 10,500x return.

During recessions, reported S&P 500 EPS is depressed due to some companies reporting losses. Without adjustment, a PE multiple analysis would imply these companies have negative value. So using just positive earnings can provide a better sense of run rate earnings power.

This is often missing when people discuss whether the market is cheap or expensive based on the current PE multiple.

It's surprising how many investors didn't downward adjust the intrinsic value of BMY's CVR based on Covid likely affecting the probability of the approval before the deadline in some idiosyncratic way. barrons.com/articles/how-s…

Given lumber prices, I present Christmas tree shopping in 2021. youtube.com/watch?v=gTKpKB…

One tricky limitation of the meme market ecosystem is that, when a new fun meme comes along, meme market participants are obligated to move money out of old memes and into new memes, which causes the price of old memes to go down.

30% CAGR over 35 years. Not a bad rebuttal. documentcloud.org/documents/2097…

1) I was interested to learn last week that Zuckerberg evaluates potential executive hires/promotions through the lens of whether or not *he* would want to work for the person. I do the same when evaluating mgmt teams. And ironically, I started doing this on Zuckerberg's IPO.

This is quite a bad take Bloomberg Kriti Gupta given PayPal owns Venmo, and EBay no longer owns PayPal (since 2015). youtube.com/watch?v=LVxB_b…

History rhyming nytimes.com/1972/02/29/arc…