Andrew Pogue retweeted

Marc Andreessen 🇺🇸@pmarcaMay 4
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Andrew Pogue retweeted
Two Journal entries I just stuck in Google Docs. The first was inspired by my Skull Session with @UnderlyingValue. (Full convo here: skullsessions.video/p/skull-…
The second is about digging into what short-term investing really means.
Planning to publish one this Friday. Excerpts👇
Andrew Pogue retweeted
4.7x EV/EBITDA. Peers at 12-24x. Organic growth in double digits. And a hidden business segment nobody is pricing in.
I sat down with EQVA's CFO and the investor who brought me this idea. We go through the acquisition strategy, the real story behind management turnover, and the optionality buried inside the group.
Full transcript and my post-call takeaways
Andrew Pogue retweeted
Inflation - widespread observations..
Copper:Â Up ~16% in a week.
Cobalt:Â Up 54% YTD.
Crude:Â Up 21% YTD
Corn:Â Up ~32% since Dec.
Wheat:Â Up ~15% since Dec.
Pork:Â Up 16% in 4 days.
Lumber:Â Up 53% YTD.
Nickel:Â Up ~10% in a few weeks.
Yield curve waking up.
Andrew Pogue retweeted
Over the last 2 years, I’ve grown a bootstrapped business by 8 figures in revenue.
Sounds awesome right? It wasn’t pretty. There was a LOT of failure, misstep and doubt along the way.
Here are 20 (non-fortune cookie) lessons that made me a 10x better leader
[THREAD]
Andrew Pogue retweeted
Search Fund Advice Megathread:
In my searcher survey I asked searchers for their one piece of advice to prospective searchers. This thread is 29 pieces of advice current searchers and operators shared and I hope you find immense value in their perspectives.
Enjoy below 👇🏻
Andrew Pogue retweeted
.@jonathanvswan: “Oh, you’re doing death as a proportion of cases. I’m talking about death as a proportion of population. That’s where the U.S. is really bad. Much worse than South Korea, Germany, etc.”
@realdonaldtrump: “You can’t do that.”
Swan: “Why can’t I do that?”
Andrew Pogue retweeted
This really is the Powder Keg Economy. Create a powder keg in tech stocks; solve it w a powder keg in real estate; solve that w a powder keg in corporate credit; when it blows during a pandemic, build another powder keg. BTW the Inequality Powder Keg is just beginning to blow up.
Andrew Pogue retweeted

zerohedge@zerohedge26 Jun 2020
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Stocks are tumbling in the last hour of trading, you know what that means:
Unleash the Kudlow
KUDLOW SAYS EVERY NUMBER IS SHOWING V-SHAPE RECOVERY FOR U.S.
Andrew Pogue retweeted
The US (S&P 500) has won bc of tech
Tech companies (many founded by talented immigrants) thrive by recruiting great talent
Talent is global, and in the past the best ppl have gravitated to the US
Best thing would be to make US ideal home for ambitious and talented immigrants
Andrew Pogue retweeted
United States will hit a new high for new Covid cases next week at the current course and speed.
It's not just more testing. Positivity rate was 5% yesterday vs. 4% for the prior 3 days.
New cases lead hospitalizations by 1-2 weeks and deaths by roughly 4 weeks.
Chart via MS.
Andrew Pogue retweeted

JC Oviedo@JCOviedo69 Jun 2020
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~68k Robinhood accounts own bankrupt Latin American airline company $LTM with almost all of the buying coming after the company filed for bankruptcy in May.
The stock was just booted off the NYSE.
Enjoy the OTC markets robinhodlers!
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Andrew Pogue retweeted
I love Australia and this man emerging from his house to get the Prime Minister off his lawn is one of the reasons why.
Andrew Pogue retweeted
POWELL: FED'S POLICIES `ABSOLUTELY' DON'T ADD TO INEQUALITY... twitter needs to flag this one
Andrew Pogue retweeted
Maybe this deserves a bit more than just making fun of it ; so let’s explain why this report is total nonsense.
(As followers know, I have spent a shitload of time looking at data worldwide and R estimations, so I think I'm qualified for a thread!)
Andrew Pogue retweeted
All jokes aside, the decimation of the oil market is telling us something; it is sniffing out something that the equity markets are not *yet*. I know, I know you say "but the FED blah blah blah." However, you do not see unprecedented moves like this and not pay attention.
Andrew Pogue retweeted
The U.S. shouldn’t bail out billionaires and hedge funds during the coronavirus pandemic, Social Capital CEO Chamath Palihapitiya says. “Who cares? Let them get wiped out.” cnb.cx/2Rpmjkh
Chamath Palihapitiya on the U.S. coronavirus response
Chamath Palihapitiya, founder and CEO of investment firm Social Capital, said that the U.S. shouldn’t be bailing out billionaires and hedge funds during the coronavirus pandemic.
Andrew Pogue retweeted
Hard to wrap your head around this chart of jobless claims (ht @TheStalwart)



























