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Tren Griffin
@trengriffin
, 3 tweets, 2 min read Read on Twitter
25iQuiz: What percentage of Berkshire's equity securities investments is the AAPL holdings if you assume no shares were purchased or sold since the last 13F filing?

P.s., That is a lot of short-term US Treasury bills.

berkshirehathaway.com/qtrly/2ndqtr19…

yahoo.brand.edgar-online.com/displayfilingi…
AAPL % of BTK portfolio: 23.77%.

Shares held by BRK (last 13F): 249,589,329 x ~$204 = ~ $51B

Vanguard and BlackRock both own more AAPL shares.

google.com/amp/s/amp.kipl…
AAPL
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Tren Griffin
@trengriffin
"Just because a theory works, doesn’t mean we understand it."
Under a "Many Worlds Interpretation, when a quantum event happens, all of possible outcomes happen, each in a separate universe." If a investment goes against you, the problem is you are in the wrong universe? "There are no probabilities; everything simply happens, somewhere."
"The future does not exist. It’s only a range of possibilities." Howard Marks marketwatch.com/story/words-of…
Read 3 tweets
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Tren Griffin
@trengriffin
Like many of you, I was reading the October 23, 1972 issue of Electronics magazine when I woke up early today and couldn't sleep. One article I read was about the IBM 370/125 (which was the bottom of the 370 line) renting for between $8,207 and $13,794 and selling for $602,620!
On page 151 of that 1972 issue of Electronics was a small notice about a company named Intel offering a prototype board that used "a computer on a chip, the type 8008 eight/bit central processing unit." Price was $900. Do you think Intel eventually impacted IBM mainframe sales?
25iQuiz: This picture from the magazine from 1972 lists the firm's involved in a securities offering by Advanced Micro Devices (AMD). How many of the securities firms listed are still in business under that same name?

P.s., AMD brags in an ad "We're going to be #6)" by 1975!
Read 3 tweets
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Tren Griffin
@trengriffin
25iQuiz: What are the likely unit economics for Nike?

Adventure Club is a sneaker subscription for kids ages two through 10: four pairs of sneakers a year for $20 a month, six pairs for $30 a month or 12 pairs for $50 a month from a selection of ~100 sneakers.

CAC? Churn? GM?
There are terms Nike can adopt to cut customer acquisition cost. For example, this means a customer gives up less optionality: "parents to can upgrade or downgrade their subscription at any time, or even put it on pause." Shoes are shipped directly to the customer (no retailer).
The best way to sort out unit economics is: "Nike has been testing the program since 2017, when it was known as Easy Kicks. The test reached 10,000 members." Others are in the market with subscription offers so looking at comps is helpful in planning: google.com/amp/s/techcrun…
Read 4 tweets

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Elrondor1
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zeynep tufekci
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So @united pulled us off a plane twice last night. First was the weather, the second time they waited hours for “catering” and the crew timed out. Stuck overnight. This morning the plane is delayed again because ... “catering.” Terrible logistics is a consequence of cost-cutting.
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Henrik Zeberg
@HenrikZeberg
Dear all 🙂Hope you enjoy the weekend! We are still in the Twilight Zone. Despite continued deteriorating economic fundamentals across the globe, US stock market continues to rally. But for how long...? Stay tuned for some #HZupdates
Indicators and signals across the globe continue to suggest economic slowdown - which slowly but surely spreads to all geographical regions and industries. It is my firm belief, that US will not decouple and US #equities will realize this at some point #HZupdates
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mcm-ct.com
@mcm_ct
Let’s get this #mcm_chartstorm going

1/
Let’s start with the $INDU
2/
And $SPY $SPX have the same pattern & perfect symmetry BTW imo
3/
$SPHBI High Beta index made a perfect kiss of resistance
$SPX
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Tiho Brkan
@TihoBrkan
1/ Breadth Update

Bull market uptrend is broken, and the high-low breadth ratio is still oversold (mind you first oversold reading failed, as failures are common in downtrends and bear markets).
2/ Breadth Update

Let's look at the data in other ways. If we use the 3-month moving average on the high-low ratio — we go the most oversold internals since November 2008 and October 1998 prior to that.

That's extreme! $SPY
3/ Breadth Update

New lows outnumbered the highs but widest margin since November 2008. More oversold then the AFC of 1998, Tech Crash of the early 2000s, 2011 EU Crisis and 2015 Commodity Bust.
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Nigel Dollentas
@nigeldollentas
HOW TO UPGRADE YOUR LIFE 2019 (MEGATHREAD)

I don't care where you are in life.

This thread WILL BENEFIT you.

I'll talk about:
Actions to take
Books to read
Mindsets to adopt
AND MORE

FOR FREE.

Merry Christmas To You All :)

So sit back
relax
RT

And read on
1. Inside First

While it's okay to make SHORT-TERM sacrifices in health to get ahead when you're young,

Make your health your priority.

It affects LITERALLY EVERY other aspect of your life.

In everything that you do, YOU are the common denominator.

So treat yourself well
1a. Sleep

You hear about it so often because it REALLY is that important.

Enough sleep reduces/prevents virtually every illness, more energy, less weight, stable mood, etc.

Not enough is the opposite.

Next will be some ways to improve sleep:
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