David Eborall @EborallDav5947

Joined January 2024

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David Eborall @davideborall

5 months ago

Transaction Capital's SA Taxi business focusing on second-hand vehicles makes sense to reset demand and supply. Here is a hypothesis: Are they kitchen-sinking equity write-downs to build it back later? Since COVID, they've been drowning in repossessed taxis (Google Maps…

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David Eborall @davideborall

5 months ago

This Muddy Waters report on Blackstone Mortgage Trust is really good and illustrative of the CRE problem in `24. d.muddywatersresearch.com/content/upload… - Equity -> Interest-only CLO + Swap - LTV off stale valuation - V declines -> refi at higher rates + equity contrib just to stay afloat

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David Eborall @davideborall

5 months ago

2/ Video of the $RH location here

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David Eborall @davideborall

5 months ago

$RH is a business that would never be run by a 'finance guy'. RH bought a 73-acre English estate and turned it into a shopping destination. In the 3Q23 call, the CEO describes the investment as a conversation starter with the ultra-wealthy

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David Eborall @davideborall

5 months ago

Just love this analysis by G&R: the link betw GDP and energy intensity. "In 1965, it took 13 megajoules (MJ) to generate one US dollar of real GDP. By 2022, the same real dollar required less than 7 MJ – a reduction of nearly 40% or almost 1% per annum" 4043042.fs1.hubspotusercontent-na1.net/hubfs/4043042/…

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David Eborall @davideborall

5 months ago

Perhaps somebody with Trellidor shares was feeling the same way I was about the Board. Olivier out and Patmore got 20% nay votes to be on the Audit Com. senspdf.jse.co.za/documents/SENS…

David Eborall @davideborall

6 months ago

Perhaps somebody with Trellidor shares was feeling the same way I was about the Board. Olivier out and Patmore got 20% nay votes to be on the Audit Com. senspdf.jse.co.za/documents/SENS…

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David Eborall @davideborall

5 months ago

I'm not sure VR was meant to be a virtual screen with a landscape projected on it.

Meta Quest @MetaQuestVR

5 months ago

I'm not sure VR was meant to be a virtual screen with a landscape projected on it.

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David Eborall @davideborall

5 months ago

I can understand why TikTok did this deal, I can't understand why GoTo would do it. Strategic error. bloomberg.com/news/articles/…

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Filecoin @Filecoin

3 months ago

The Filecoin Virtual Machine (#FVM) brought Ethereum-style smart contracts, propelling the Total Value Locked (TVL) beyond $230 million. ▪️ +2,700 unique contracts ▪️ +22,000 monthly active users ▪️ +1.8 million transactions Unlocking new horizons for DeFi on Filecoin!

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David Eborall @davideborall

5 months ago

Quote from "The House that Jack Ma Built" - the inverted world to today’s context. In 2004, Wall Street analyst’s reputations were in tatters and Chinese tech was the saving grace. Jack Ma was the entrepreneur leading it. Mary Meeker was still releasing her decks.

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David Eborall @davideborall

5 months ago

US lifts sanctions on Venezuela because it needs to contain oil prices ahead of an election and guess what... Venezuela takes the opportunity to move on Guyana’s 11 bn barrels of oil.

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David Eborall @davideborall

5 months ago

This is going to make the $MELI accounting a lot easier but there is going to be noise in the next quarter.

Kristalina Georgieva @KGeorgieva

5 months ago

This is going to make the $MELI accounting a lot easier but there is going to be noise in the next quarter.

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David Eborall @davideborall

5 months ago

Interesting Transaction Capital funder proposal presentation released today to TCP SPV noteholders. It gives some context on what 'pain' lies ahead. From our reading, the Transsec5 SPV (42m WA remaining tenor) is the less mature book and where the greater pain will be felt most…

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David Eborall @davideborall

5 months ago

Masterclass in commoditising your suppliers.

OpenAI @OpenAI

5 months ago

Masterclass in commoditising your suppliers.

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David Eborall @davideborall

4 months ago

No Fed expert but it does seem like an interesting signal when you go from hawkish to cuts within a quarter. The data must be flashing red.

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David Eborall @davideborall

4 months ago

2/ - TikTok banned in the US because of election propaganda - China brokers Russia/Ukraine peace deal in return for Semi export controls being lifted

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David Eborall @davideborall

4 months ago

What’s in the 2024 fat tails? - shipping lane closed? - supply chain problems - AI ‘valley of despair’ - Trump back - terrorist attack in major city - COVID outbreak - China > 55 PMI - DXY < 90 or > 120 ?? Any others?