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May 19 • 4 tweets • 2 min read
@Robert46989257
Stock Based Comp will not matter until it is ALL that matters....When employees REALIZE that they are both a source of labor and financing!

see our two pieces from the fall on $TWLO & $SNAP
#SBCFinance
kailashconcepts.com/twilio-investo…
kailashconcepts.com/snap-price-pre…

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More from @KailashConcepts

Kailash Concepts Profile picture
May 19
1/ Inflation. Let’s go back 14 months….
2/ When we first wrote up inflation in our white paper in March 2021, CPI was at 1.6%

kailashconcepts.com/white-papers/t… Image
3/ People had money, debt was cheap, and consumption was incredible…
Read 23 tweets
Kailash Concepts Profile picture
May 18
🙏 for all those that participated in our poll.

The 87% that said "YES" to firing the manager for underperforming their bench by 100% over 5 years, nice work, you just fired Warren #Buffett on Feb 28, 2000 (see Fig 1) Image
Look now at Fig. 2: only two years after said Index Advocate would have fired Buffett, BRK was ahead of the index by 72% Image
The benefits of sitting out the crazy periods can be seen in Fig 3 below. That is Buffett from 1995 – today. Unfortunately Mr. Buffett will not live forever. Image
Read 5 tweets
Kailash Concepts Profile picture
Sep 27, 2021
1/ UK running out of petrol

an IPhone manufacturer slashing energy use due to fuel shortages

US Oil Stockpiles collapsing to a 3yr low

Asian nat gas prices hitting records as they struggle to fill demand

US Index weight? Still at record lows!
2/ With gas in Asia trading in the $20s, US Henry Hub at $5 and $100s of billions in LNG export facilities coming online in the US, where is that gas coming from?
3/ Remember, the US lifted the post 1970s ban on exporting energy in the heady year of 2015 when US debt markets were all-too-happy to lend to money losing shale, and Energy Stocks had a weight in the S&P 500 that was 3x higher than today.
Read 9 tweets

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