Passionate about financial services and helping people plan ahead. Building the future of financial research. @pensionalysis @tradingview
Aug 3, 2020 • 5 tweets • 2 min read
I found a company that sells its own beer, owns a few restaurants, makes t-shirts and basic apperal, has brick-and-mortar stores in beach towns, and also owns the biggest drop shipping, manufacturing and fulfillment network for customized clothing.
I’m not sure what to think
The problem with this company is they think their restaurants and brick and mortar stores are the future of the company.
They are sitting on a goldmine with manufacturing and fulfillment centers for drop shipping.
Puts Shopify to shame.
And it’s trading at 1/100th the value.
Feb 8, 2020 • 14 tweets • 4 min read
My thoughts on the #coronavirus, a thread. Yes, I’m actually doing this. 😂
1/n
I write this thread as an investor. Someone who manages their own money, 10+ years in the game. I am not a virologist.
Second, this isn’t a bullish or bearish thread. I’m just thinking out loud. That’s how I use Twitter.
