The 2021 Quartr Open is live!

Team Beylo vs. Team Cassel for the next 18 holes!

Follow along in this thread #QuartrOpen
Hole 1: Team Cassel Up 1

Note: @iancassel is good at golf.

Note 2: I am screwed
Hole 2: My man @weavershane with the CLUTCH bogey to make it ALL SQUARE

Note: I played no role in that win.
Hole 3: Team Beylo UP 1

@weavershane with a beautiful birdie on the Par 3
Hole 4: Team Cassel & Team Beylo ALL SQUARE

@iancassel with a great par on the Par 5

Note: I am losing balls
Hole 5: Team Cassel UP 1

Note: Ian is flag hunting like he hunts micro caps ... ruthless.
Hole 6: Team Cassel UP 1

Your boy FINALLY made a putt when it mattered to halve the hole.
Hole 7: Team Cassel UP 2

Note: I did drive it past Ian on that hole. But it counts for nothing.
Hole 8: Team Cassel UP 3

Note: Things are getting out of hand quickly. Need to win this hole to stop the bleeding.
Hole 9: Team Cassel UP 3

We head into the snack bar with @iancassel dialed in.

So far @Quartr_App looks correct in their bet.
Hole 10: Team Cassel UP 3

Note: Missed a 10 footer to win the hole. But we did stop the bleeding!
Hole 11: Team Cassel UP 4

Note: Putting is difficult when you’re bad.
Hole 12: Team Cassel UP 3

Big putting from my man @weavershane
Hole 13: Team Cassel UP 3

Note: I cannot putt to save my life. Someone buy putts on my putting game please.
Hole 14: Team Cassel UP 3

Lipped out to win the hole.

Shorting my putting game continues to print.
Hole 15: Team Cassel UP 3

Things are looking bleak, folks!

Team Beylo needs to WIN OUT to tie.
Hole 16: Team Cassel UP 2

BIG par putt from @weavershane

WE (Shane) are ALIVE.
Hole 17: Team Cassel UP 1

One hole to go to tie it and force OVERTIME.
Hole 18: Team Cassel WINS 1 UP

Hard fought battle but man did we all have a hell of a great time!

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More from @marketplunger1

5 Oct
1/ Udemy filed its S-1 today with its proposed ticker of $UDMY

The company offers online education content to 44M+ users with 183K courses and over 65K instructors.

Here's a short thread on what I found interesting ...

2/ Customer Value Proposition

$UDMY offers its customers three skill types:

1. Technical: Learn a new technology (coding, etc.)

2. Business: Biz & pro soft skill classes

3. Personal Dev: New hobbies and/or interests outside "core" professional objective
3/ Udemy Business (UB) Customer Value Prop

UB offers enterprise clients access to 11K of the highest-engaging courses for their employees. Usually charged on an annual subscription basis (1yr contract).

$UDMY has 8.6K UB customers and a Net Dollar Retention Rate of ~123%.
Read 11 tweets
27 Sep

The opportunity of a lifetime! 🏌️‍♂️👇

Thanks to my great sponsor Quartr, me and *two lucky winners* will get the chance to play a round of golf with the one and only - @iancassel!

To enter, all you have to do is:

🔁 Retweet this tweet
✅ Follow @Quartr_App

- Date: October 12, 2021
- Location: Pennsylvania, USA
- Travel Costs: FREE
- Rental Clubs: Available if needed
- Short-game: Optional
- Bombs off the tee: Must-bring

Alright let's discuss the team formats and game types.

- Two teams: Team Beylo & Team Cassel
- Game: Best Ball (Front 9), Four Ball (Back 9) -- subject to change
- Par 3 Charity Challenge: Don't count towards overall score -- cool charity prize for Hole-in-One (more details to come)
Read 6 tweets
23 Aug
Last week I read "The Perfect Speculator" by Brad Koteshwar.

It's a quick read and cuts to the heart of what it takes to become a great trader in markets. Great for LT investors too

A thread on the 20 Rules of Speculation to become a consistently profitable trader.

🧵🧵 Image
Rule 1: "First, do no harm."

In other words, focus on risk management and NOT LOSING MONEY.

Greenblatt says it best when he says, "I bet the biggest not on the stocks that offer the highest return. But the ones that offer the lowest chance of loss."

Respect risk. Always.
Rule 2: "Check off your checklist before buying a stock."

Whatever your checklist looks like, make sure every new buy meets that criteria.

Like a pilot before takeoff, a checklist ensures proper bets centered around YOUR trading strategy.

I like @BrianFeroldi scoresheet.
Read 23 tweets
28 Jul
Mental models allow an investor to quickly analyze a company based on learned heuristics and pattern recognition.

This week we review 3 of our favorites:

- Marshmallow Test
- Cult-Like Communities
- Paradox of Choice

What are your favorite models?…
1/ Marshmallow Test Model

Any company deferring today’s profits for tomorrow’s success is building a Marshmallow-Test Business Model.

Think of a company like $RDFN. They're paying agents full-time salaries in a highly cyclical environment.

Why? They're focusing on 2morrow
2/ Cult-Like Communities

This model is simple: Find things that people use to signal social status, then create a brand that brings those people together.

Companies like $PTON, $YETI, $TSLA, and $LULU all fit this model.

How? By creating shared values / community w/ customer
Read 5 tweets
20 Jul
The more I think about cryptos, the more I believe it's not "democratizing" finance for anyone.

Rather, it's a social status game for those that have the discretionary income to play around with the "future" of finance.

I'm MOST LIKELY wrong, but a thread on my thoughts ...
1/ Crypto-bros/gals claim that BTC (and others) help democratize finance, giving opp. to those that otherwise couldn't.

Yet today's popular use cases are the antithesis of that movement/goal.

Some examples:

- Trading/Speculation
- Earning "income" from games
- Selling NFTs
2/ The average, middle-to-lower class American doesn't have the time to engage in these activities.

They're working for $USD to pay for rent, food, and child's education.

Most don't have extra cash to buy the "democratizing" currency of the future, let alone gamble it.
Read 6 tweets
30 Jun
Top 10 names in the new Metaverse ETF $META:

1. Nvidia Corp $NVDA
2. Tencent $700.HK
3. Roblox $RBLX
4. Microsoft $MSFT
5. Fastly $FSLY
6. Taiwan Semiconductor $TSM
7. Unity Software $U
8. Autodesk $ADSK
9. Amazon $AMZN
10. Qualcomm $QCOM

1/ Size of The Prize

Bloomberg Intelligence estimates Metaverse market opportunity at $800B by 2024.

Cathie Wood/@ARKInvest estimate that revenue from virtual worlds could reach $400B by 2024
2/ COVID Kickstarted Metaverse Adoption

McKinsey & Co. states that >50% of surveyors prefer their employers adopt a hybrid virtual working model.

This primes people to interact online/over digital channels, making it easier for those at the margin to transition to metaverse.
Read 6 tweets

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