Discover and read the best of Twitter Threads about #dotcom
Most recents (4)
1/10 Have you read our recently published #whitepaper?
The Art of #Stock Picking #Returns
Highlights below ⬇
The Art of #Stock Picking #Returns
Highlights below ⬇
2/10 “We’ve had 40+ years where all the money went into broadband, or internet, or #Netflix or the cloud and no money went into basic productive capacity…”
–Robert Friedland, CEO, Ivanhoe group of companies
–Robert Friedland, CEO, Ivanhoe group of companies
3/10 What follows is KCR’s attempt to create a simple walk-through of the #risks and #opportunities offered today. We believe both the structure and implications of this paper are easy to grasp.
1/19 @ttmygh of the wonderful Things That Make You Go HMMMM newsletter just wrote a scathing piece on the emerging #pension fund disaster in lagged marks from private #equity.
loom.ly/YyomXW4
loom.ly/YyomXW4
2/19 As he explains:
#PrivateEquity is taking down Pension Funds as they struggle to keep the game of hot-potato going. “Hot potato” being the business practice of selling slices of companies back and forth to one another at ever higher #valuations.
#PrivateEquity is taking down Pension Funds as they struggle to keep the game of hot-potato going. “Hot potato” being the business practice of selling slices of companies back and forth to one another at ever higher #valuations.
3/19 The “solution” appears to be PE firms building funds to buy #assets from themselves at possibly fraudulent valuations set by themselves.
It's #SuperBowl Sunday! While much of Twitter will be recycling the same old jokes of "lol that is handegg" & "lol 'world' champions?" and noticing opportunities for Modi vs Mamata jokes with Rams v Bengals, the will also be talk of how this is #CryptoBowl.
A 🧵
A 🧵
Something like a fifth of all ads in this #SuperBowl have been bought by crypto exchanges or allied services. Pushing ad rates to historic highs of $7mn in 30 seconds. Up from $5.2mn in 2019. A 35% jump in a period that including pandemic caused economic woes. That's crazy.
The previous such comparable jump was about 20 years ago. When SB ad rates jumped from $1.5mn in 1998 to $2mn at the next one, dubbed the #DotcomBowl because dotcommers flush with cash pumped money to get people to take them seriously.
Many are drawing parallels. You can see why
Many are drawing parallels. You can see why
There's always a lot of talk about an economic and financial crash. While there are a few who think everything will keep going up, I think we are going to see a mix of both. Allow me to explain. It appears #Crypto is heading towards a market cycle top with a full fib extension.
