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Bluegrass Capital
@BluegrassCap
, 4 tweets, 2 min read Read on Twitter
S-1 for electronic bond trading operator Tradeweb ht @TenYearNote sec.gov/Archives/edgar…
the ongoing "Electronification of Trading"
key accelerant for electronification in fixed income trading: majority of desired "trades" are multi legged positions, & w/o price transparency and guaranteed execution that each leg will price as quoted, the overall trade may not be desirable to put on
another example:
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Bluegrass Capital
@BluegrassCap
VEEV's ascent to system of record for the life sciences industry
obvious parallel's between the pain points VEEV is addressing for drug development co's with the challenges that remain unsolved in the mortgage industry
VEEV uses CRM for part of its cloud infrastructure; if we see an agreement like this bt a vertical market SaaS co & AWS/Azure... Im pretty sure that co would be a long
Read 3 tweets
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Bluegrass Capital
@BluegrassCap
CSGP eviscerating Apartments . com competitor RentPath
CSGP's success w LoopNet post acquisition
CSGP wants its raw commercial property listings site to layer on consumer friendly content... taking their OTA and creating a Tripadvisor on top of it
Read 4 tweets
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Bluegrass Capital
@BluegrassCap
Buffett breaking down some very important concepts via KHC example

1) returns on tangible capital (core business quality)
2) returns on total capital (what you pay as an investor)
3) importance of reinvestment opportunities (what drives future value)
then Buffett contrasts KHC's lack of reinvestment opportunities w COST, who has successfully reinvested into its business (using private label as an example) & created an order of magnitude higher value for shareholders
Buffett: "it depends on interest rates. We've talked about that before. If you tell me that 3% long bonds will prevail over the next 30 years, stocks are incredibly cheap."
Read 3 tweets

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