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Jun 26, 2021 • 10 tweets • 2 min read
Here is the transcript of my interview with David Nangle of VEF - the Emerging Fintech Investor.
They compounded with 25%+ since IPO. In every investment, they look for 30% IRR.
In this thread, you can find my favorite quotes 👇🏻👇🏻👇🏻
"So, competition, collaboration, it is a lot more blurred in the world of venture capital versus the world of investment banking where it is a zero-sum, winner-takes-all, you-win-I-lose kind of thing."
Feb 23, 2021 • 11 tweets • 4 min read
Quotes from the transcript:
"I think that the market is pricing as if you’re going to have a repeat of the Wii's boom and bust, and Nintendo’s got to re-win everybody. What they’re missing is: Switch Online is having a direct relationship with you as a customer." @ToddWenning
"I think the average Nintendo gamer paid the equivalent of about $9 a month last year. If we compare that to other entertainment experiences that we have right now with Netflix or whatever it might be, or Spotify, we’re paying $15 to $16, no problem for that." @ToddWenning
Dec 31, 2020 • 15 tweets • 10 min read
A thread
1/
It is hard to find the right words when looking back at 2020. So, I just drop the right videos 📺.
The first 🚀was the IVIC presentation of Greggory Warren on $BRK.B. He took a deep dive into the company and why it is worth owning it:
👉🏻 2/
Rob Vinall hired me to help streaming his Annual Meeting. This resulted in some great videos.
The biggest 🧨was Rob's talk with Andreas Lechner. Both were incredibly funny. Andreas is such a killer investor. You should really watch it!
👉🏻
Oct 15, 2020 • 7 tweets • 2 min read
A thread /
In the transcript of @HaydenCapital
's interview I marked some remarkable quotes for you:
"I always talk about like thinking about analysts like hunters, that’s whom I’m looking for."
"I focus on my core competency. It is in a very small sliver of the market"
"I think as an investor your best edge is to have a deep understanding of a certain industry."
"I realized a lot of people sit behind their computer screens and think that they can have an edge on the market."
Dec 15, 2019 • 9 tweets • 9 min read
Remember the shoutout for 👉🏻@punchcardproj? We have more on that great conference for you:
Swen Lorenz took detailed notes of the great #valueinvesting conference. They will be published on our blog.
