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Tren Griffin
@trengriffin
, 3 tweets, 2 min read Read on Twitter
"At the end of Q2, US VC funding was at $55B, well above the mid-point for 2018 ($48B), which ultimately saw a near-record $116B raised (compared to the record $120B in 2000)." pwc.com/us/en/moneytre…
"Seed rounds fluctuate to lowest activity in six years: After rebounding last quarter, Seed activity dropped below levels last seen in Q1’14."
"From Russia with Love" dialogue:

"In case liquidation is decided upon, I have taken the precaution of bringing the necessary operative to Moscow."
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More from @trengriffin see all

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Tren Griffin
@trengriffin
Simba: "Will analysts on Disney’s earnings call focus on the stock trading at 22X expected earnings, its highest forward earnings valuation since 2004?"

Mufasa: "I’d say, ‘I think you’re on the wrong earnings call.’ It's about wealth creation and levered cash-flow growth."
Simba: "Will analysts write about 'channel checks' after the call?"

Mufasa: "Who cares? First DIsney makes sure they have enough juice to survive and don’t have credit issues in the near term that may bite them like a hungry hyena.

Deferred taxes make a model sing like Nala."
Simba: "What about margins?"

Mufasa: "What matters always is dollar margins: the actual dollar amount. Companies are valued not on their percentage margins, but on how many dollars they actually make, and a multiple of that. Maximize absolute dollar free cash flow per share!"
Read 3 tweets
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Tren Griffin
@trengriffin
25iQuiz: Everyone who attended the Chappelle/Rogan comedy show last night was forced to put their cell phones and smart watches in a locked bag, which was an attempt to make a non-_ _ _ _ _ product "excludable." What is the five letter word that fills in the blanks?
I'm the oldest person at Chapelle/Rogan. DJ is playing this:

"You're a tough guy, that's enough jokes...
What the f*** though? Where the love go?
Five, four, three, two, where the ones go?
It's a sh** show, put you front row."

Younger people near me saying it's Jay-Z. What?
Regarding rival vs non-rival products, I didn't see *any* Chapelle or Rogan merchandise sold at the event. T-Shirts are rival. google.com/amp/s/25iq.com… Damn autocorrect sneakily changed Rogan to Rihanna, but I caught it this time. It may do it again after I push send.
Read 3 tweets
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Tren Griffin
@trengriffin
"Annual cancellation rates for cable and satellite distributors ~ 4%. Surveys of consumers show that churn rates at streaming services tend to be significantly higher. Netflix, which has the lowest turnover rate of any streaming service, still loses ~ 7%"
bloomberg.com/news/articles/…
"Not bound by long-term contracts, streaming subscribers can easily be lured away. In surveys, Parks Associates found that 28% of consumers said they have subscribed to a streaming service to check out just one title."

CAC = lower without long term contract. Churn = inverse!
The benefits of lower churn can be nonlinear because you avoid The customer acquisition cost or it is lower "retention CAC." The best way to grow is often not to shrink (assuming positive unit economics). "Every factor is connected in The Great Circle of Life." Mufasa
Read 3 tweets

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VJ Sullivan ⭐ ⭐ ⭐
@IamfollowingGod
#Q 1 Year Delta Posts
Target Date 7/31/2018
Anons Please add information, solves, pics, & memes that apply
#ItsTime #TheGreatAwakening #DarkToLight
#GoodVSEvil #WeAreQ #QArmy #Truth #FactsMatter
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(((❌40Head❌⭐⭐⭐❌)))
@40_head
1. Several months ago I started seeing a very frightening, very formidable fact emerging from the darkness. It wasn't coming out to be healed or to surrender; it was coming out to feed. I saw hints and clues about it but it was a beast I have never understood...until now.
2. Incredible thanks to @mastersshelby, @americanlll and @Qanon76 who contributed research and graphics for this thread. Thanks to @maccloskey1 who provided many great graphics for this thread. Follow all! It's not over at post 25, keep coming back and reading till you see "-End"
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Mike Shellenberger
@ShellenbergerMD
The Real Reason They Hate Nuclear Is Because It Means We Don't Need Renewables

My latest column for @Forbes — please share!
forbes.com/sites/michaels…
@Forbes 1. Why is it that, from the U.S. and Canada to Spain and France, it is progressives and socialists who say to care deeply about the climate, not conservative climate skeptics, who are seeking to shut down nuclear plants?

forbes.com/sites/michaels…
@Forbes 2. After all, the two greatest successes when it comes to nuclear energy are Sweden and France, two nations held up by democratic socialists for decades as models of the kind of societies they want.

@KatrinaNation @davidsirota @Leigh_Phillips @ChknNugtDeepSt8
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DocRock1007 🇺🇸
@DocRock1007
1. New #Q: Dark to LIGHT: Despite Australia's gag order on the news, #QAnon reports Cardinal George Pell's been convicted of sexually abusing two minor altar boys.
dailymail.co.uk/news/article-6…
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2. #QAnon Trolling the #FakeNewsMedia is FUN!
>>>#EnemyOfThePeople<<<
#Q



3. #QAnon "The More You Know…" What a coincidence that the T & Q would be placed together in the @TrumpChicago elevator!
#Q
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Basket of Ankle Monitors
@dhobe13
Thread: Connections - Katz (Ford Atty)/Weinstein/NXIVM

1). On Sep 27, #Q posted @TracyLynn128 's tweet showing #Kavanaugh accuser Ford's atty, Debra Katz, w/ HRC.

And said "The truth is right in front of you"...

#Qanon
#WWG1WGA
#KAvanaughHearings
2). The truth is, Katz also represents Irwin Reiter, SVP of Accounting @ Weinstein Co. As the SVP of Acct, Reiter would have first hand knowledge of where & to whom payments went to. He also knew of Weinstein's crimes but didn't report them.

#Qanon
#WWG1WGA
#KAvanaughHearings
3). As many know already, HRC is friends w/ Weinstein. Weinstein has been a major donor to her and the Clinton Foundation.

#Qanon
#WWG1WGA
#KAvanaughHearings
Read 11 tweets
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[intheMatrixxx]
@intheMatrixxx
7/26/18 This will be my THREAD for all of #Q's posts from Thursday, July 26, 2018. What was the point of filing impeachment art if Ryan was going to reject? and more!

Let's Go!
@POTUS #QAnon #QArmy #WWG1WWGA #PatriotsUnited
#QAlert 7/26/18 1711
…61f1c4mgf0abl-wpengine.netdna-ssl.com/wp-content/upl…📁
What was the point of filing impeachment art if Ryan was going to reject?
Known beforehand?
Optics.
Think logically.

[MORE BELOW]

You have a front row seat.
Enjoy the show.
Q
@POTUS #QAnon #QArmy #WWG1WWGA #PatriotsUnited
Here is the PDF that #Q dropped in Post 1711

ROBERT MUELLER: UNMASKED
by Congressman Louie Gohmert

…61f1c4mgf0abl-wpengine.netdna-ssl.com/wp-content/upl…
@POTUS #QAnon #QArmy #WWG1WWGA #PatriotsUnited
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Trending hashtags

#CitizenJournalist #HurricaneSeason #MFA #Pedowood #DigitalSoldier #LaRazza #Afrin #Obama #TheRainMakers #Traitor44 #GladitorialGames #RoeVWade #LockThemUp #ItsTime #TrustThePlan #PanicInDC #Pedovores #DeepState #Turkish #declas #Twitter #WhoIsQ #CDMO #EnemyOfThePeople #QanonPost
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