Mission: To help you decode the business behind the stock 📈 Host of Stock Stories🎙 MIT Alum and Aero Engineer ✈ https://xitter.gq/t.co/caesOMO34h
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Stock Stories is now on YouTube!
Let's discover some great companies together in 2022 😄
youtube.com/channel/UCKwdV2I…
Bear market territory. Not everything is on sale, but a lot of great businesses are right now. Time to go long $GOOGL.
What's the biggest, best, strongest company in the world? Please let me know so I can buy their stock.
$JPM Chase is brilliant with marketing to existing clients. Just saw my statement and the line item with a transfer to a different broker said "We offer commission-free online trades..." Ok, ok, I see you!
A reminder for us in America that 'high' inflation is a relative term. Hyperinflation is devastating Turkey's economy right now.
theguardian.com/business/202…
Stock Stories retweeted
Amazon $AMZN stock is down to $3000 range. Pretty attractive here - growth could slow down due to higher labor and logistics costs and it should still double in value every 3.5 years. Fantastic outlook as those Prime memberships are going to seed many future innovations.
The recent probe into Intuit's $INUT marketing brings to light headline risk for investors - 56 million people use TurboTax per year but I wonder how many of them started using because they thought it was 'free'?
The concept of the equity risk premium is pretty interesting. I'm wondering if that premium will maintain/grow/decline relative to bonds as interest rates rise. I guess maintain...theoretically?
Today's random thought - I think investors look at too many numbers. They are vital, but there is so much more.
I guess $COST didn't get the memo that there's a market sell off right now. Will this stock *ever* go on sale?
Stock Stories retweeted
Buffett's GEICO Principle (his best investment ever):
An exec team achieved the most elusive goal:
"Keeping things simple and remembering what you set out to do."
The bigger the project, the more we need a reminder of the goal and simple things to execute today.
1982
2/ $FB is now driving significant revenue from Reality Labs. It might not look like much compared to ad revenue now, but in 2021 it grew 100%, faster than R&D costs.
$FB looks interesting at 15x trailing earnings right now. Sure, the forecast in the short term isn't so great, but this is still a modern advertising/tech business that has a network of over 2 billion. Over 2 BILLION.