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Marcelo P. Lima
@MarceloPLima
, 5 tweets, 2 min read Read on Twitter
Updated through 2/9/2018 - MSFT beating KO and the S&P 500, despite Raikes' suspicion that Microsoft might have a narrower moat than Coke.

Today the opposite appears to be the case.
Compare and contrast Microsoft and Coke—challenges assumptions of what a moat is:
amp.ft.com/content/320d60…
The evolution of Microsoft’s moat vs. Coca-Cola’s, in one picture, h/t @wolfejosh
@wolfejosh I've been fascinated by the idea that Buffett received a tip in 1997 that would have outperformed most of the equities owned by Berkshire over the following 21 years
@wolfejosh I should have written "all" instead of "most"
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Marcelo P. Lima
@MarceloPLima
"Arthur Rock is one of the legendary VCs, he funded among others Intel and Apple... he wrote a paper at the end of his career and concluded he would have done much better if he had just shredded the business plans and just focused on the people" - @pmarca
zerotoipopodcast.com/episodes/one/
@pmarca Marc mentions the Arthur Rock paper again; I haven't been able to find it, does anyone have a link?

cc @a16z, @smc90, @LennyIce

a16z.com/2019/03/12/hal…
@pmarca @a16z @smc90 @LennyIce Ties in with Marc's excellent podcast with Koppelman: “It’s going to trigger a massive explosion in entrepreneurship,” said Howard Lindzon... he said he particularly wanted to put money into funds with connections to the Uber and Airbnb networks.
nytimes.com/2019/03/13/tec…
Read 3 tweets
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Marcelo P. Lima
@MarceloPLima
In a way, October 2018 has felt like October 19, 1987, but in super slow motion. Here's the headline from the following day. Explanations sound familiar: "analysts scrambled for explanations, which ranged from rising interest rates...to the possibility of war..."
It’s interesting what is still considered defensive. Low-growth businesses like Hershey, Nestle, Walmart and P&G are up in October.
Here's a comparison of P/E multiples (straight from Bloomberg) before and after the Black Monday crash in Oct 1987 (-20.5%) and this year's slow-mo crash (-21.0%). Back then, interest rates were sky high and P/E implied strong growth; today it's the opposite, with fear baked in
Read 3 tweets

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Greg Olear
@gregolear
Words like “model” & “masseuse” & “beauty pageant” & “escort” & even “prostitute” normalize unspeakably odious behavior by Donald Trump & an alarming number of his associates.

We need to talk about sex trafficking.

[THREAD]
1/ Trafficked women should be identified by NONE of the above terms. They are sex slaves & not in the BDSM sense. They are victims of human trafficking, brought here illegally, held against their will, forced to perform sex acts.

They are not Kate Moss; they are Sally Hemings.
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1. We encounter dangerous things and seek to get rid of them, often for good reason. But what about when doing so makes the world more dangerous?
2. Consider, for example:

— Parents who refuse to vaccinate create disease epidemics that harm children, including their own;

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And this is why my gut keeps telling me Comey is the Deception Man that @ThomasWictor alluded to recently.
He even reopened the case in Oct via Weiners laptop but got shut down when Strzok "cleared" it lickity split.
This looks like a Cheshire-cat grin.
His tweets take on a new meaning if one looks at them as not from a "traitor". Look up the Serenity Prayer (full version) that he references. Key phrases..
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