Sweego Capital @SweegoCap
The account for kids who can’t pick stocks good and who want to learn how to do other stuff good too Joined January 2021-
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This is awesome. Gluskin Sheff deserved to go out of business: Ira Gluskin bnnbloomberg.ca/video/gluskin-…
What’s your favorite investing tool? (Research service, subscription, gadget, etc). And why?
$GOOG Crazy story about Google Mail.
~$36B (or 15%) of U.S. digital ads spend could come from what we loosely define as unprofitable tech
Does anybody have the dial-in / link to $NNUP AGM ? DMs open
The Fed is projecting *three* successive years of the unemployment rate rising. That is something that simply does not happen in the absence of a recession. Incredibly strained projections here 🤔 Also seems like they view the Q1 GDP decline as signal and not noise
My favorite Medusa (a.k.a can of worms) chart, now in CPI form. Markets have consistently underestimated the stickiness of higher inflation.
What a time.
Key takeaways from How to Value a Company by Analyzing its Customers by D. McCarthy and P.Fader. cc:@mjmauboussin @EugeneNg_VCap @FromValue @trengriffin @long_equity @RamBhupatiraju @Vivek_Investor @JoinCommonstock @SteadyCompound @heymaxkoh @MoS_Investing @InvestmentTalkk
Imagine if $NNUP had used some of the $1.4M in cash + $0.7M FCF capacity to buy back some shares at the beginning of 2021 (as discussed), instead of doing nothing and then paying $200k+ in legal fees in Q4 -- 30% of annual FCF!
Imagine if $NNUP had used some of the $1.4M in cash + $0.7M FCF capacity to buy back some shares at the beginning of 2021 (as discussed), instead of doing nothing and then paying $200k+ in legal fees in Q4 -- 30% of annual FCF!
1/ Important Cdn macro chart: Mortgage renewal gap (change in mortgage payment at first renewal on standard 5-yr term) is the highest it's been since the early 90s. A $400k mortgage taken out in Mar 2017 will see payments jump ~$280/mo at renewal on standard 5 yr fixed term
I think aggregate market figures are hiding the fact that this selloff is very liquidity driven (for microcaps). The 25% *least* liquid holdings from Dec 2021 of the IWC (microcap ETF) are down just 1.5% YTD; whereas the 25% *most* liquid holdings from Dec are now down 16% YTD.
1)Dear deep value lovers, you are gonna love $JAKK –Jakk’s pacific, a toy and costume manufacturer that was near death and has pulled off a turnaround that is hard to screen (accounting of converts and preferred). 550M revenue, 45M EBITDA, $150M EV, 30M adj. NI, 110M Market Cap
Leonardo DeCaprio's startup is also called Rubicon, and my broker tagged $RBCN as the related ticker instead of $FOUN reuters.com/article/rubico… Maybe $RBCN should sell their ticker?
🇺🇸'Softish' #jobsreport ahead of #Omicron Payrolls +199k 🟡Private +211k ▶️Gds +54k ▶️Services +157k 🟡Gov -12k ⚠️Revisions +141k ✅#Unemployment 3.9% (-0.3pt) ✅Participation rate 61.9% (post #Covid high) 🔥Wages +0.6% & +4.7% y/y ❌Jobs shortfall🆚pre-#Covid: 3.6mn
Found my new trading strategy for 2022 🙃

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