Share this page!

Kailash Concepts Profile picture
Twitter logo
Dec 30, 2022 • 4 tweets • 3 min read
1/4 Anyone see this from @WSJ @TokyoWoods?

#EV assembled outside North America could qualify for subsidies if purchased for lease by #businesses

loom.ly/k-NvAPk
2/4 #Market Prices Suggest the Movement to a Green #Grid Will Fail
3/4 The chart below shows the #FCF yield of all U.S. #mining stocks over history. The message? Nobody believes the current boom in commodity prices and associated cash flows will continue.
4/4 Get the Quick Take The Mining Investment Boom Nobody Believes In here ⬇

kailashconcepts.com/the-mining-inv…

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Kailash Concepts

Kailash Concepts Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @KailashConcepts

Kailash Concepts Profile picture
Dec 30, 2022
1/6 It's not that complicated. When a company issues #stock to employees or the public, it increases shares outstanding and dilutes #earnings per share.
2/6 Give the #stock to the employee, and the cash doesn’t show up on the balance sheet. Robbing Peter to pay Paul. In #broaddaylight
3/6 In the run-up to the peak of the dot com bubble, #stockcomp felt good. Until the stocks started going down and it felt awful. That is precisely where we are today. It tends to be a self-reinforcing spiral.
Read 6 tweets
Kailash Concepts Profile picture
Dec 29, 2022
1/14 This piece from @latimes @hiltzikm about the #southwest meltdown is a must-read ⬇

Southwest’s meltdown was born in America’s cheapskate corporate culture

loom.ly/wzy4k30
2/14 "The short answer is their underinvestment in preparation and planning. For decades, Big Business has been squandering its resources…instead of spending on workers and infrastructure. There’s not enough give in the system, so when crisis comes, it doesn’t bend, but breaks."
3/14 $LUV gross profit for the twelve months ending September 30, 2022 was $5.928B, a 53.81% increase year-over-year.
Read 14 tweets
Kailash Concepts Profile picture
Nov 25, 2022
1/7 Must read article by @kayewiggins @FinancialTimes on how the #volatilitylaundering complex has built & sold a pile of CDOs (they changed the "D" to an "F")

on.ft.com/3GP1wkN
2/7 Since there is no disclosure or reporting it’s tough to tell where the bodies are.

The article explains how "CFOs introduce another layer of leverage" in a PE pyramid built on debt.

Which might be suboptimal....
3/7 As @hkuppy's killer thread explains how the debt itself in these structures may be comically mismarked

Read 7 tweets
Kailash Concepts Profile picture
Nov 23, 2022
1/ In this Wednesday edition of the #KCRDailyThread: Investors have shown some newfound interest in large-cap growth stocks. Understandable. They’ve sold off.

#GrowthStocks #StockMarketInvesting #Investing
2/ But how much? The chart below divides the market cap of the 30 largest growth stocks by GDP.

#KCRDailyThread
3/ These companies have indeed fallen….to where they were at the peak of the dot com bubble. That is sheer madness.

#KCRDailyThread
Read 6 tweets
Kailash Concepts Profile picture
Oct 31, 2022
1/ The chart below shows the cumulative taxes expensed by the constituents of the S&P’s energy sector vs. Apple.

Legendary for their tax evasion skills, KCR has not heard our politicians propose a windfall profits tax on Apple. Cumulative Taxes Expensed SP500 Energy and AAPL
2/ Buying a new iPhone is nice. Keeping your home warm and eating food requires energy. That is non-negotiable. The world is structurally short of hydrocarbons due to the explosion of ESG investing and empirically failed government policies.
3/ While the intentions are good, the consequences are dire. The world needs more energy. It does not need more Teslas and other environmental solutions that are rapidly failing the tests of basic physics.
Read 5 tweets
Kailash Concepts Profile picture
Oct 28, 2022
In our Friday edition of the #KCRDailyThread: 1/ $AMZN CEO Andrew Jassey is in the hot seat 🔥

Image
2/ Exactly 1 year ago today, we published this rant: Andrew Jassy Amazon's Next Bob Nardelli?

kailashconcepts.com/andrew-jassy-a…
3/ When Jeff Bezos, Chairman and Chief Executive Officer of Amazon stepped down and handed the reins to Andrew Jassy, former head of Amazon Web Services we thought the timing phenomenal. For Mr. Bezos.
Read 10 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

Send Email!

:(