@typesfast Yes. Worked for a company who leased floor space to a supplier so they could put in a cage to hold inventory. When the goods passed through the door in the cage to the assembly line, the supplier was paid.

1/x The window we have been targeting for 2 months has officially opened... i Can not imagine a more textbook display of the power of Vanna at expiration as we saw on Friday. The capital building was overrun by an insurrection, but all that that meant was a bigger late day rally.

2/x that ended at ATH on the close. Between Gary the 🦍 & his RVol suppression & his hand off to late day Ivol compression & the Vanna index bid, the 🐻’s never had a chance... but Gary’s getting tired after 2 months battling complacency & Vanna’s 2 week vacation, 1 of her only

3/x 2 week departures of the year (a 5 week OpEx) is quickly approaching on 1/15 morning. That means she’ll be increasingly absent as she prepares for her trip. W/ a $59 1 week straddle & $50 1 day range on Friday, & another $30 overnight drop, it’s hard to see why you wouldn’t

4/x want to take a chance on a little long gamma at this juncture. Especially given the obvious warning signs coming from the steepening of the yield curve, underperformance of the Growth complex, complacency in sentiment & positioning, anecdotal signs of bubbles in BTC & TSLA,

5/x NTM the growing exuberance surrounding a fiscal stimulus deal near $2 Trillion. The wall of worry of 3 months ago is gone. The vaccine is being deployed, the election is resolved, fiscal stimulus was passed & w/2 Georgia 🍑 🍑, ever moar 🚁💰is on the way. But what happened

The question of how TV news amplifies disinformation is often discussed but we have little concrete research on this subject. So we partnered w/ @r_macdonald & @kalevleetaru to understand how cable TV amplified Trump’s tweets. The results are interesting.

Between Jan 1 2020 and Jan 8 2021, CNN, Fox News and MSNBC spent 32 hours showing Trump’s tweets on screen, eg. blowing them up full size. This doesn’t include when anchors and correspondents mentioned things Trump had tweeted.

We then focused on the ways in which the three networks broadcast Trump’s tweets that falsely claimed the election would be fraudulent (before Nov 3) and was actually stolen (after the election).

In the weeks after the election, the cable news networks broadcast nearly three times as many Trump tweets about election fraud than they had in the nine months leading up to it. They even broadcast Trump’s old tweets after he was removed from Twitter in January.

4 points: 1) there was a drumbeat of tweets undermining the election throughout the summer. Many were broadcast & there were no labels from Twitter until middle of Sept. We need more research to understand how a foundation supporting the false narrative was laid by platforms & TV

I own 7 stocks that are 15+ baggers (and counting)

Here are 10 traits they all have in common:

The data:

Stock / # of bags / purchase year:

$AMZN / 15+ / 2010
$FB / 15+ / 2012
$GOOG / 15+ / 2009
$MELI / 15+ / 2011
$CMG / 20+ / 2012
$NFLX / 60+ / 2010
$TSLA / 60+ / 2012

1: Founder-led

$AMZN - Bezos
$CMG - Ells
$FB- Zuck
$GOOG - Page
$MELI- Galperin
$NFLX - Hastings
$TSLA - Musk

Founders tend to be:
+Detail oriented
+Innovative
+Mission driven
+Think long-term
+Have skin/soul in the game

Look for founders!

2: Consumer-facing

All of these companies attract millions/billions of consumers

This eliminates customer concentration risk and enables long-term brand building

3: High sales growth

All of these companies were growing revenue 20%+ BEFORE I bought them

Sales growth is the engine that drives profit growth

Profit growth is the engine that drives stock appreciation

Find companies that can grow sales 20%+ for decades