Sunday Finds

Just Eat Takeaway, Moneygram International

Catch-up on Our Shows From This Week:

• Not So Deep Dive: Just Eat Takeaway

• Luis Sanchez Discusses MoneyGram International

3 Good Reads:

• Stay in the Game

• Why Do Investors Freak Out?

• Digital Ocean Deep Dive

1 Good Listen:

• Nintendo, Games, and Mexico with Aaron Edelheit

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Smart and Funny Tweets:

Evan Tindell @evantindell

My god

August 29th 2021

5 Retweets56 Likes

Andy @bizalmanac

Winning the Lottery, Losing it All, Starting Again A quick tour of my 10 years working in the investment industry It ends with me quitting my dream job and resetting my career and life about 1 year ago Just writing off the dome, hope you enjoy (1/x)

August 25th 2021

14 Retweets331 Likes

Lion @Investing_Lion

Now that most companies have reported earnings, it is a good time to assess where current valuation multiples stand and the estimates of revenue CAGR for the next few years. This is the consolidated graph with all the companies:

August 28th 2021

111 Retweets614 Likes

Marcelo P. Lima @MarceloPLima

Incredible. $AFRM

August 27th 2021

85 Retweets1,324 Likes

modest proposal @modestproposal1

Two great charts showing tech/interactive media vs the rest of the core of the S&P 500 in operating and gross margins. Can see the shift in tech from hardware to more software like models and the emergence of the internet completely change the margin profile

August 27th 2021

31 Retweets160 Likes

litquidity @litcapital

A short story in 3 photos

August 27th 2021

159 Retweets2,295 Likes

pictures of the end @neighbours_wifi

August 24th 2021

44,189 Retweets282,856 Likes