Bjorn Ng Profile picture
6 Apr, 4 tweets, 2 min read
Love this.

Several media/news outlet nowadays are two-faced.

1 day, they can say it's a bull market. The next day, it's a bear market.

Their purpose is to create irrational fear and greed in the market.

Look at these 2 headlines from a reputable site from 11 & 12 Jun 2020. Image
In my early days of investing, I was fixated on these news. Especially when things are free falling and my emotions were taking over.

But then I realize it's a complete waste of time and brain power, which can be spent on just reading on companies.
I can say today, I'm a much stronger investor than I was.

That's what I love about investing. It's not only about investing in great companies with a purpose for the future.

It's a self-discovery process to understand my emotions and learn how to control it.
In investing, focus keeps our eyes straight ahead on the long term.

Isolate yourself from the irrelevant noise and stay on the focused path!

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More from @bjornng

8 Apr
My summary from the $PAR Punchh acquisition call earlier.

It's an amazing opportunity right out there.

Thread 👇
How much overlap between Brink, RM and Punchhh? What is the cross selling opportunity?

-Site count: Brink 30% penetrated with Punchhh
-Punchh landed 35% of top 100 chains in the country
-Significant cross sell opportunity
-Both can pull each other upwards
What is the integration plan?

-Punchh will be run as a business unit. They are heavy on product engineering.
-$PAR thesis of acquiring Punchh is to build a full platform.
-Restaurants are struggling with spaghetti of solutions.
-Leverage on AI, data migration from Punchh.
Read 15 tweets

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