moatsixcap (@moatsixcap) 's Twitter Profile
moatsixcap

@moatsixcap

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calendar_today30-11-2019 16:18:36

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Brad Dunkley (@braddunkley) 's Twitter Profile Photo

1/ Now would be a good time to study the Nifty Fifty. $MCD was the OG $CMG (kind of ironic since MCD used to own CMG) check out these annual growth rates:

1/ Now would be a good time to study the Nifty Fifty. 

$MCD was the OG $CMG (kind of ironic since MCD used to own CMG) check out these annual growth rates:
moatsixcap (@moatsixcap) 's Twitter Profile Photo

Always hear the nerds who’ve sat out the great American bull talk these stats so I had to check. Arbitrarily what % of S&P 500 and eurostoxx600 are <20x fwd eps and >20% roe. Would not have expected roe composition to be negligibly different. Maybe the nerds have something here.

Always hear the nerds who’ve sat out the great American bull talk these stats so I had to check. Arbitrarily what % of S&amp;P 500 and eurostoxx600 are &lt;20x fwd eps and &gt;20% roe. Would not have expected roe composition to be negligibly different. Maybe the nerds have something here.
moatsixcap (@moatsixcap) 's Twitter Profile Photo

The bear case for AI/mkt is not that capital intensity goes up it’s that it goes down…was deepseek/January really that long ago

moatsixcap (@moatsixcap) 's Twitter Profile Photo

When u ask every model to rank all models as investing assistants and ask them to be objective, they all still put themselves first, except for Grok which puts itself last