John W. Schumann @_JSchumann_

Investment Research - Edge in concentrated business & innovation research - Tweets share desplazar readings & observations - Prev ML & UBS linkedin.com/in/johnschumann Devon, PA Joined April 2013

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John W. Schumann @_JSchumann_

4 years ago

Pic of the week Topic: Clads Source: The Vintagent

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John W. Schumann @_JSchumann_

4 years ago

Pic of the week Topic: Process and Product Source: Personal Photo

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John W. Schumann @_JSchumann_

4 years ago

Pic of the week Topic: Idlers Source: The Silver Surfer

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John W. Schumann @_JSchumann_

4 years ago

Pic of the week Topic: British Satire Source: BBC

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John W. Schumann @_JSchumann_

4 years ago

I upgraded my monitors a few weeks ago; really please with them.

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John W. Schumann @_JSchumann_

4 years ago

Pic of the week Topic: Tradition Source: Camp Kweebec

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“These shortcomings speak poorly not about the approach but rather to how it is applied.” Everything Is a DCF Model - an excellent article by Michael Mauboussin and Dan Callahan morganstanley.com/im/en-us/indiv…

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John W. Schumann @_JSchumann_

4 years ago

Pic of the week Topic: Modeler Source: WSJ

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John W. Schumann @_JSchumann_

4 years ago

Pic of the week Topic: Company’s Companies Picture Source: Twitter dot com

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John W. Schumann @_JSchumann_

4 years ago

Pic of the week: Topic: Transitory Source: Twitter.com

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John W. Schumann @_JSchumann_

4 years ago

Here is another interesting analysis - this one on the S&P 500 price return dispersion, using annual 5yr avg returns since 1945: Note: As one increases the expensiveness of the deciles, the performance of those equities is a tighter distribution. Source: Goldman ISG

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John W. Schumann @_JSchumann_

4 years ago

Two Interesting Charts from Goldman's US Resilient Report: 1. Household Leverage since the GFC 2. Worker Productivity Note the structural and cultural differences between the US and China

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John W. Schumann @_JSchumann_

4 years ago

Pic of the week (Happy 4th!!) Topic: Re-verb Source: @NASA

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John W. Schumann @_JSchumann_

4 years ago

1 year returns appear to be clouding 2 year return growth.

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John W. Schumann @_JSchumann_

4 years ago

Pic of the week (sorry for the delay) Topic: Pace Breaker Source: Katy Ann Gilmore, artist

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John W. Schumann @_JSchumann_

4 years ago

Perception > Time

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John W. Schumann @_JSchumann_

4 years ago

Pic of the week Topic: NOS (new old stock) Source: The Gram

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John W. Schumann @_JSchumann_

4 years ago

Pic of the week Topic: Inner-Outer Source: Vissla

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John W. Schumann @_JSchumann_

4 years ago

Pic of the week Topic: Color and Brand Source: DesignWanted

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John W. Schumann @_JSchumann_

4 years ago

I don’t know who needs to hear this, but the greatest asset is not your highest accomplishments, it is the ability to be confidently critical of yourself. Few can do this well.