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Tren Griffin
@trengriffin
, 3 tweets, 1 min read Read on Twitter
Quiz: "Qualcomm stock jumped > 23% on the settlement Tuesday and another 12% Wednesday."

Does QCOM's significant ROIC/cost of capital spread” explain the magnitude the jump in the stock price?

Is this a double edge sword in that a reduction in growth would be as impactful?
Additional Quiz Questions: Was my picking MoviePass as a case study on my 26IQ blog intended to starkly show that not all revenue growth creates value? google.com/amp/s/variety.…

Can the adverse financial impact of customer churn be nonlinear, and if so, why?
"It’s easy to grow sales and acquire subscribers with a negative variable margin." @d_mccar

"It is critical to bundle all future variable costs of supporting the customer in order to fairly estimate the future contribution." Bill Gurley
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Tren Griffin
@trengriffin
"Peloton has two businesses: hardware (selling bikes and, recently, treadmills), and subscription content (a monthly $39 fee). If you had to guess which of the two will sport a higher gross margin, which would you pick?" news.crunchbase.com/news/as-peloto…
"Anki said it was left “without significant funding to support a hardware and software business" recode.net/2019/4/29/1852…. Without recurring revenue from software that benefits from telemetry, the life of a business is hard. High gross margins make life better. Hardware is hard.
"Android OEM death watch: Sony, HTC, and LG edition" google.com/amp/s/www.thev… "in the modern smartphone world, it’s not enough to just design and build new gadgets to a high spec; you have to power them with your own tailored software"
Read 4 tweets
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Tren Griffin
@trengriffin
"If you think about airlines, there’s a lot of barriers to entry and there are capital intensive barriers, but ultimately airlines are not massively profitable,” the investor said." reuters.com/article/us-ube… Perhaps in some alternative universe airlines have a lot of barriers.
"The airline industry has very, very, very low incremental cost per seat with enormous fixed costs. The temptation to sell that last seat at a very low price is very high and sometimes it’s very hard to distinguish between that seat and the last seat" CM google.com/amp/s/25iq.com…
He bought anyway: "I now have an 800 number I call every time I think about buying a stock in an airline. I say, 'I am Warren Buffett and I am an air-aholic.' They try to talk me down, 'Keep talking don’t do anything rash.'"
Read 3 tweets
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Tren Griffin
@trengriffin
"Jardiniere’s closure is emblematic of the plight of high-end, a la carte restaurants in San Francisco — operating costs are too grand and profit margins too slim." google.com/amp/s/www.sfch…
"What are the unit economics of a full service restaurant? 25iq.com/2016/11/18/why…

San Francisco:

Cost of food – 24%

Cost of alcohol sold – 5%

Wages and salaries – 32%

Employee benefit – 7%

Lease – 10%

Other – 15%

Pretax profit – 2.5%
"Razor-thin does not even begin to describe just how slender margins are in the restaurant business, and that’s if you’re one of the fortunate few that don’t go under in the 1st year. If you’re lucky, small single digits. Like, the smallest single digits." 25iq.com/2018/04/14/bus…
Read 3 tweets

Related threads

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Jared Bernstein
@econjared
Another bold, progressive idea from top D’s out this AM: Sens. Schumer and Sanders tell corps if they want to buy back shares to raise stock price, they must first invest in their workers and communities (wgs, sick leave, pension, health benes). [thread] nytimes.com/2019/02/03/opi…
I view this as a response to 3 things: rising inequality (stock markets holdings highly skewed), weak corp investment, and fact that Trump tax cuts boosted buybacks, not worker pay or corp investment.
Because corps can just pay out more dividends if buybacks are blocked, taxing dividends (and other income from wealth) at normal/higher rates must be part of such plans, as they mention in their piece.
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Price Action Trader
@PAVLeader
#Quiz: After distribution & mark down, which stock is waking up NOW after a long 10 years of accumulation?

Note: This is NOT at all a recommendation to buy. Just for learning purpose I need you to spot it.

#TradeWithPAL
#LearnMarketStructure
#SundayHomeWork
#PRAJIND is the right answer given by @AshishJha1996

Attaching the monthly chart for your review. Check the volume on down move & volume on up move.

There is a heavy sell-off this week. Dont rush to buy until ur setup says or the price reversal is seen only daily /hourly chart
@niftywizard @sanstocktrader @Amit_Gulecha @Trendmyfriends @BissaGauravB @chief_vk @thedumbtrader
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Florian Dierickx
@FlorianDRX
Low-carbon finance webinar from @CmccClimate with @BjarneSteffen and Tobias S Schmidt from @ETH_EPG started. Some take-aways:
Relevance to look at finance conditions for renewables = specific feature of high capital intensity compared to non-renewables
In this regard, work has been done on 4 topics: analysis of corporate vs. non-recourse project finance, evolution of cost of capital for project-financed RE, state investment bank (SIBs) policies for investment and multilateral bank (MDBs) investment policies.
Read 19 tweets
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Riccardo Puglisi
@ricpuglisi
Vorrei fare qualche ragionamento intuitivo sullo #spread:

la differenza tra il costo di "nuovo denaro" per lo stato italiano (tipicamente nella forma di BTP tasso fisso a 10 anni) e per il paese ritenuto più sicuro dentro l'eurozona, cioè la Germania.
Dal punto di vista dei fondamentali economico-finanziari, lo spread aumenta se

1) aumenta il rischio percepito di insolvenza da parte dell'emittente --> lo stato non ripaga o ripaga in ritardo ("insolvency risk")

2) lo stato ripaga in una valuta diversa ("redenomination risk")
Che dire del rischio di redenominazione? Si tratta di un fattore negativo se il tema è quello di essere ripagati in una valuta che VALE DI MENO rispetto a quella iniziale, cioè svalutata. Tutti concordano sul fatto che ciò accadrebbe in caso di uscita dell'Italia dall'euro.
Read 13 tweets
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Salvo Cozzolino
@CozzolinoSalvo
** SEGUIRE THREAD ** Su Twitter ci sono personaggi che si spacciano per "economisti" o esperti di mercati finanziari. Uno di questi, tra i più attivi, è @fdragoni, un divertente e scodinzolante suddito di @borghi_claudio.
Nel corso degli anni il nostro Dragoni ci ha regalato leggendarie perle di ignoranza finanziaria. La più famosa è senza dubbio quella che ho soprannominato "Legge dei Rendimenti Lisergici", che riporto qui di seguito:
Ma il nostro amico non twitta solo di rendimenti 😂 , ma anche di #spread, di banche centrali e di #debbiti da ricomprare a prezzi di saldo. Qui un esempio per boccaloni 😎
Read 12 tweets
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Steve Herman
@W7VOA
Stock price of @Twitter down ~18.6% at noon EDT. cnbc.com/quotes/?symbol…
And @CBS share price has quickly dropped on news its CEO will be named in a @NewYorker story concerning alleged sexual misconduct. hollywoodreporter.com/news/leslie-mo…
Read 6 tweets

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