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25iQ 25iq.com/2017/07/15/ama…
25iQ 25iq.com/2016/12/31/a-h…
CAC: 25iq.com/2016/12/09/why…
Churn: 25iq.com/2017/01/27/eve…
GM: 25iq.com/2017/02/04/gro…
Gurley abovethecrowd.com/2015/02/25/inv…
Skok: forentrepreneurs.com/ltv/
Theta Equity: thetaequity.com

"25iQ + term" in search engine.
If an investor or business person is willing to do the work it is possible to create an analytical edge by knowing the difference between: (1) GAAP earnings; and (2) actual shareholder value. When this work is done successfully, the fact that people are lazy is arbitraged.
Even if you never own a share of stock in a public company, this idea about focusing on actual shareholder value is applicable to every business. You can't ignore GAAP income and it can be useful, but you can also arbitrage other people not understanding its limitations.

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Tren Griffin
@trengriffin
A very tough business. "In November Moody’s estimated a lease-adjusted debt-to-EBITDA ratio of more than 15 times over the coming 12 months 'as top-line growth is expected to remain elusive due to the highly competitive pricing and business environment.'" google.com/amp/s/www.wins…
This from an old pre bankruptcy s-1 gives a sense of what Fairway Market margins are: sec.gov/Archives/edgar… Hard, hard, hard. Occupancy costs = wholesale transfer pricing.
"Fairway’s business has suffered to the point that it had less than $1 million in cash on hand when it filed for bankruptcy, court records show." google.com/amp/s/nypost.c… Cash is oxygen for any business.
Read 4 tweets
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Tren Griffin
@trengriffin
1/ Netflix knows a lot about what its customers will pay a subscription fee to watch.

Google and Amazon know a lot about what streaming viewers buy more generally.

"In a fight between a bear and an alligator, it is the terrain which determines who wins.”google.com/amp/s/variety.…
"We think with our model that we’ll actually get to a larger revenue, larger profits [and] larger market cap because we don’t have exposure to something we’re strategically disadvantaged at, which is online advertising,” Hastings said. adexchanger.com/online-adverti…
3/ "US consumers subscribe to an average of 1.7 services, and only 5% take four services and 3% subscribe to five or more, according to Limelight's survey." "Quibi, a service will launch April 6 for $4.99 per month with ads and $7.99 for an ad-free tier." lightreading.com/video/quibi-fa…
Read 3 tweets
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Tren Griffin
@trengriffin
I decided to read sell-side analyst reports at 3AM to distract me from kidney stone pain that woke me up last night. These reports can be helpful in summarizing what has already happened. Adopting some of the recommendations in the reports would cause more pain than my stone.
Forecasts (AKA guesses) in analyst reports can be a good source of humor though. For example,

"Sixteen of the world’s 500 billionaires have space investments, which could grow from a US$360bn market today, to potentially as big as US$2.7tn by 2045E (source: ULA)."
"While only 560+ people have ever been to space vs. a 7bn+ global population, government spending on space is expected to reach $79bn by 2025 vs $62bn in 2016 and the space market involving nanosatellites, space tourism etc could reach nearly $1tn by 2030 (source: OECD, ULA)."
Read 4 tweets

Related threads

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The Aspergian stands with nonspeakers
@theAspergianCom
Top Ten Reasons Adults without Autism Deserve AMA (Applied Misbehavior Analysis)

1. ABA is a marketing campaign built around controlling behaviors. It stifles freedom of thoughts and removes autonomy, innovation, self-determination, and creativity.
2. AMA seeks to validate each person's individual strengths, accommodate their disabilities, and provide for them a set of circumstances wherein they can thrive to meet their full potential.
3. ABA reinforces behaviors undertaken in the interest of "social consequence." Those social norms go unquestioned and maintain the status quo. The status quo maintains dominant power structures and keeps minority populations marginalized.
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Larry Cornett
@cornett
Question from #AMA:
"Every few years I've found myself burnt out and taken a sabbatical/mini-retirement (usually 1 year off after ~3 working). I am recharged and enthusiastic about what's next but concerned about putting my best foot forward;"
"…how do you recommend I account for and present these gaps to get the positions I covet?"
First, I applaud you for recognizing that taking a gap is healthy.

It helps clear your head, especially if the last job wasn't so great or you were in a toxic environment.

It recharges you.

I wrote about this here:
link.medium.com/p1ZZazOzf0
Read 8 tweets
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Robert Fietzke
@robert_fietzke
#Höcke habe ein "linkes Wirtschafts- und Sozialprofil", Höcke sei "linksnational und kollektivistisch unterwegs" - Ein bisschen Nachhilfe in Sachen Ideologiegeschichte für @ulfposh und @christiansoeder, weil diese erschreckende Analyseunfähigkeit ein großes Problem ist (Thread)
Höcke steht in der ideologiegeschichtlichen Traditionslinie eines völkischen "Antikapitalismus", also eines (vermeintlichen) Antikapitalismus von rechts. Dieser "Antikapitalismus" ist aber weder links noch stellt er eine materialistische Kritik der Verhältnisse dar (1)
Er ist viel mehr eine banale Kommunikationsstrategie, andere Wähler*innen-Gruppen anzusprechen, er ist und war - historisch - vor allem aber ein weiteres Ideologiegerüst, Antisemitismus salonfähig zu machen bzw. dessen Basis zu verbreitern (2)
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Fluid Academy
@Fluid_Academy
Assessment of Fluid Overload and Hypervolemia (1/8)

Clinical assessment and signs for #FO are aspecific and unreliable:
-pitting edema
-ascites
-positive fluid balance
-orthopnea
-hepatojugular reflux
-...

Preparing for #smacc #ISICEM19 #IFAD2019 #WCACS2019
Assessment of Fluid Overload and Hypervolemia (2/8)

Biochemical Assessment for #FO is aspecific and unreliable:
-Hypoalbuminemia
-Hypoproteinemia
-low COP
-low osmolality
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Preparing for #smacc #ISICEM19 #IFAD2019 #WCACS2019
Assessment of Fluid Overload (FO) and Hypervolemia (3/8)

Radiological and #POCUS imaging and signs for #FO are aspecific and unreliable:
- Absence of #IVCC
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Preparing for #smacc #ISICEM19 #IFAD2019 #WCACS2019
Read 7 tweets
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Jon Lemich
@RunAGame
Does more #GM prep make your #RPG better?

Controversial answer: Yes, with just ONE qualification: Only if it's the *right* prep. That means I think every game, from Apocalypse World to Pathfinder, benefits from prep.

More in thread.
First of all, prepping a session isn't NECESSARY for the session or even a campaign to be good. You can run a good campaign start to finish with 0 prep. But prep helps. It makes improvising a lot easier if you have pre-built resources ready to hand. It keeps stories straight.
So 0 prep, you can do good. But without prep, there are things you have to work extra hard for in each session.

For instance, you and your players have to be REAL good at remembering names and story details from past sessions if you don't write session summaries.
Read 35 tweets
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Dr Andrew D. Choi
@AChoiHeart
Intro to #CAC Tweetorial!

For #ACCFIT, @FiRSTSCCT @ACRRFS #ACCImaging,
@heart_scct #YesCCT #AHA18 #SCCT2019 #Cardiotwitter 😀😀

*⃣Case
*⃣Basics on CAC
*⃣CAC & prognosis
*⃣ACC/AHA 2018 vs SCCT 2017 guidelines
*⃣Case follow-up
(1/n)
Here’s a case – similar to patients we see everyday in the primary care and cardiology offices. (2/n)

72 year-old asymptomatic healthy 💃
BP 117/74, BMI 22
Lipids: TC 270, TG 100 HDL 90 LDL 155
ACC/AHA ASCVD Risk: 10%

#AHA2018 #YesCCT #CAC #ACCImaging
POLL:

Based on the clinical information, would you (3/n):

#AHA2018 #YesCCT #CAC #SCCT2019 #ACCImaging #Cardiotwitter
Read 14 tweets

Trending hashtags

#RPG #Fridaysforfuture #AMAStandsWithNonSpeakers #rechtsextremistischen #noncompliant #Meinungsfreiheit #AMA #Ross #NeverForget #IVCC #SCCT2019 #GunRights #Children #KhashoggiMurder #AfD #Tarnmantel #ÖRR #NarrativeStreet #News #GCNumérique #Maassen #Grünen #EnRoute2025 #Vermont #Vampire
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