Author: evencio.alvarez14@gmail.com
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Is Inflation Coming? [DIRTY DOZEN]
“In the United States problems of economic understanding have been compounded by the effect of economic prosperity. The Japanese in World War II spoke ruefully of shoribyo or ‘victory disease.’ The Greeks called it hubris, and thought that it always ended in the intervention of the goddess Nemesis. That lady makes her appearance when wave-riders…
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Matteo Franceschetti: Building A Data-First Sleep Powerhouse
This week I chat with Matteo Franceschetti, founder and CEO of Eight Sleep. Eight Sleep is revolutionizing the way we think about sleep, performance, and health. Matteo’s company reminds me of Netflix, Roku and Peloton wrapped in one. Matteo’s journey to founding Eight Sleep is a winding (and exciting) venture. He spent time playing tennis,…
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Moonpig (MOON): UK’s Leading Online Card Company
Moonpig (MOON) is a leading online greeting card and gifting business, comprising the Moonpig brand in the UK and the Greetz brand in the Netherlands. In both markets, MOON is the online market leader in cards, holding a 60% market share in the UK among online card specialists in 2019 and a 65% market share…
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Is Gold About To Crash?
“A trader’s job is to take losses. A losing trade doesn’t imply you did anything wrong. The hard part about trading is that you can do the right thing and still lose money. There is not a direct feedback loop that tells you, ‘good job.’ I only have control over the orders I place. I…
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Edwin Dorsey: Shorting, ARK, & Creating a $100K Newsletter
This week I chat with Edwin Dorsey, founder, and author of The Bear Cave. The Bear Cave is a short-focused newsletter dedicated to finding interesting companies doing sketchy things. Edwin began his obsession with the stock market in the second grade. As we discuss in the podcast, Edwin was born to be a short seller.We…
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One Year Ago Today… A Review of The Market Technicals
It was just one year ago today that we flattened our equity book and went 200% long bonds… Good times…Anywho… We’ve been seeing some chatter from the Perma bears (you know the type) who are saying things like “there are a number of parallels between now and then, except this time it’s going to be…
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Manolete Partners (MANO): A Potential Five Bagger UK Micro Cap
Manolete Partners (MANO) is UK’s leading third-party insolvency litigation finance (TPF) company. They command ~67% of the TPF market. MANO plays a crucial role in returning funds to creditors, particularly the HMRC. The company buys 80%+ of their claims, giving them full control of the outcome. The average case settles in 11.5 months, with MANO…
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Bitcoin is NOT a Currency [DIRTY DOZEN]
“We went short Polaroid when it was selling at sixty times earnings, which we thought was absurd; it then went to seventy times earnings. The market seemed to lose track of reality, and we found ourselves asking, ‘What is the difference between forty times earnings and eighty times earnings?’ By putting a different number on…
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Kristen LaFrance: Finding The Best Brand-Building Businesses
In this week’s episode, we give you our conversation with Kristen LaFrance. Kristen LaFrance is the host of Shopify’s Resilient Retail series. Prior to joining the Shopify team, she hosted two eCommerce podcasts: Playing for Keeps and eComm Noms. As the official mayor of DTC Twitter, Kristen is an expert on omnichannel customer retention…
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Boredom: An Investor’s Last Remaining Edge?
“Win or lose, everybody gets what they want out of the market. Some people seem to like to lose, so they win by losing money.” People say they want to make money in the stock market. But in reality, it’s far more complicated. Humans crave action. Whether it’s running from a big cat in the…