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Patrick OShaughnessy @patrick_oshag
, 3 tweets, 3 min read Read on Twitter
“What do you want to be for Halloween?”

“Optimus Prime”

Most people? Amazon.com

@laurenoshag ? Full scale engineering project
The result: one happy 4 year old
And the thing auto transforms. Unreal!
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1/ Thoughts and questions on debt...

We screen to avoid companies with worrisome leverage and over-reliance on capital markets, so @Jesse_Livermore and I have been discussing the current state of corporate debt. We see lots of worrisome looking charts like this:
@Jesse_Livermore 2/ But these measures leave out a key source of income for U.S. corporations: income from foreign operations, which has grown dramatically over the past twenty years. When we compare debt to measures of sales and income that include foreign sources, we get:
@Jesse_Livermore 3/ We can confirm this observation (which we built from the bottom up using company level data) by comparing the aggregate debt of U.S. non-financial corporations to their aggregate net worth (equity), a measure that more accurately reflects their total paying power:
Read 8 tweets
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Fav books of ‘18

- Factfulness by @HansRosling
- 7 Powers by @hamiltonhelmer
- Luxury Strategy by Kapferer
- Ficciones by Borges
- Who Is Michael Ovitz by @MichaelOvitz
- The Stranger in the Woods by @MikeFinkel
- Tomorrow 3.0 by @mungowitz
- Pitch Anything by @pitchanything
- Capitalism Without Capital by Haskel and Westlake
- Creative Selection by Kocienda
- Wild Company by the Zieglers
- How to Change Your Mind by @michaelpollan
One more:

- upside of stress by @kellymcgonigal
Read 3 tweets
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1/ Value strategies—which buy into stocks with low expectations—can be like IBM or like Apple.

When expectations are exceeded, as has been the case with Apple, you earn great returns. When expectations weren’t low enough, you get IBM

For both, future fundamentals drive results.
2/ With a crystal ball, a value investor could drastically improve their results. Among value stocks, returns diverge when sorted on good and bad future fundamentals (EPS growth).

Bad expectations + good results > bad expectations + bad results
3/ As blindingly obvious as this is, its helpful to see just how much of an impact future fundamentals have on value stocks.

Here we parse value stocks into groups based on their *forward* EPS growth. The spreads at the bottom are massive.
Read 16 tweets

Related threads

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1/Assume I figured this completely out. It's like a crypto Rosetta Stone.
github.com/ufasoft/coin/b…
2/ and this IX ABC
github.com/ixcoin123/elec…
3/ this beertokens, iXcoin, Litecoin, and ABE
github.com/coblee/Fairbri…
Read 43 tweets
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Appearing to suggest that Trump is responsible for the Pittsburgh synagogue shooting is absurd.

Here are just a few things that the Trump admin has done in support of Israel and the Jewish community (THREAD):

1. Recognized Jerusalem as Israel's capital: whitehouse.gov/briefings-stat…
2. Trump moves the U.S. Embassy to Jerusalem
3. The Trump administration made it a top priority to arrest the last Nazi war criminal hiding out in the U.S. and deported him back to Germany
dailywire.com/news/34782/tru…
Read 14 tweets
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1\n #Amazon has done much more for building and deploying #IoT devices in a secure and robust manner than any other ecosystem organization. Their focus? Help build and deploy more connected devices. If you are building connected devices, this summary report is for you:
2\n Both their arms #Alexa and #AWS offer solutions at both the ends: the device (h/w and s/w dev kits) and the cloud. So how does it help you, the device maker? Let's find out. Every tweet below is an Amazon solution. Let's start with Alexa first.
3\n Control via #Alexa 1: If you've built a cloud connected device, use the Alexa SmartHome Skill to link it to Alexa. Then users can asks Alexa to ctrl your device, which goes to Alexa cloud, then to your skill, then your cloud and finally to your device. developer.amazon.com/docs/smarthome…
Read 15 tweets
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#Probablemente ([#EO]#probable🍀/[#EN]#Probably🏴󠁧󠁢󠁥󠁮󠁧󠁿)
Read 357 tweets
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#10YearsOfLostInTheMovies begins right now - a 100-day trip through my archive leading to July 16, 2018, the 10th anniversary of my site. I will share 10 posts each day, moving chronologically from 2008 to the present. Hope this provides an interesting way to explore my work.
I will thread the links so you can scroll around, hopefully pretty seamlessly (though of course Twitter is not always great at handling this type of navigation). When there are interesting images to incorporate, I’ll add them in a subsequent tweet.
As a disclaimer I certainly don’t always stand by everything I wrote years or even a decade ago; opinions change and I may also have written something differently than I do now. In various ways I’ve changed over the years though I’m still happy with most what I’ve published.
Read 835 tweets

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