Mark @questionmark415

Loading… San Francisco, CA Joined March 2013

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Mark @questionmark415

11 months ago

@snapcallcapital @ragingbullcap Later. Prob lotto ticket LEAPS due to leverage. +18% EV = +100% mkt cap or smth from here. Guy in Jana group maybe taking CEO job. Maybe bumps on park sales. Equity prob wiped on debt default in recession tho

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Mark @questionmark415

4 years ago

@tanayj @Bfaviero Maybe we can call the most important one, for the biggest companies, something straightforward like the Public Company Accounting Oversight Board and have them randomly review audits for thoroughness and veracity

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Mark @questionmark415

4 years ago

@MoS_Investing Scales with degree of certainty. I’ll buy T-bills (or I-bonds) at 7%. 8-12% if quite certain can be achieved. 12-16% if medium. 16%+ expected-value-IRR required if excess uncertainty or wide distribution of future outcomes.

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Mark @questionmark415

4 years ago

@moseskagan @nw3 @CXCarroll @TAYVAY_ Is 1031 and depreciation of an appreciating asset not the gov’ts compensation? (Sarcasm, personally think neither r ctrl nor the aforementioned welfare for RE investors should exist, and wouldn’t cancel each other perfectly but would simplify)

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Mark @questionmark415

4 years ago

@alexrkonrad @tanayj Wonder what terminal % is (net vs gross). Doesn’t seem to scale *that* much, yet (but I would think it would be >30%). Guess Visa & Co need their pound of flesh. Good comprehensive article. I enjoyed.

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Mark @questionmark415

4 years ago

@thebentaytay And if their friends hop on you have PLG

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Mark @questionmark415

4 years ago

@JimmyDaGreek76 Saudi Sovereign Wealth Fund bought

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Mark @questionmark415

5 years ago

@BryanGreenbaum And if you think recession occurs… they aren’t what you want to own. They may be what you want to buy during the recession though! Multibagger potential

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Mark @questionmark415

5 years ago

@BryanGreenbaum 2k new users per quarter (recent results) isn’t going to cut it, and that’s while hunting in the zoo. Low hanging fruit has been picked. If they’re right about an inflection upwards in customer growth rate, then it’s too cheap/fat pitch. Big “if”

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Mark @questionmark415

5 years ago

@BW Intern check

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Mark @questionmark415

5 years ago

@tanayj +advertising

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Mark @questionmark415

5 years ago

Y’all talking about Will Smith but let’s talk about Adam Smith and how he slapped the world with his invisible hand theory. Here are 14 of the most meaningful things I learned about free trade from The Wealth of Nations. 🧵 👇🏼 👇🏼

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Mark @questionmark415

5 years ago

I had a bowl of borscht once. I will explain how its preparation is analogous to the Russian psyche, how its ingredients reflect Kremlin geopolitics, and what its presence within Dostoevsky and Tolstoy’s differing explorations of extremes says about military strategy 1/37 👇🏼

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Mark @questionmark415

5 years ago

@BroductManager It’s a good biz, this thing of ours… but we’re going to have to “visit” our friend rahul and give him a message

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Mark @questionmark415

5 years ago

@MeridaCap CA greenhouse is 4x cheaper to produce than NY indoor, no? Not sure interstate taxes would render uneconomic. I’d think CA GH still cheaper by a large margin. Over 50% of nations veggies come from CA, despite business environment. Mediterranean climate tough to compete against.

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Mark @questionmark415

5 years ago

@Alex__Pitti There are a couple nicotine pushers that fit this bill + likely outperform if inflation remains high + likely outperform if a recession occurs. Probably underperform if a quick snap back to fearless times occurs.

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Mark @questionmark415

5 years ago

@Post_Market @viggy_krishnan @BazCap You might get a laugh out of $BRCC Ms. Market

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Mark @questionmark415

5 years ago

@BillBrewsterTBB @LeoGreenwald What’s at first glance, bizarre, is that Velo is most popular nic pouch in Scandi countries, SWMA’s home turf. Which means, imo, that SWMA doesn’t want to harm their large snus contingent there. Appears $MO is okay w/ cannibalizing their dip contingent on home turf (smart imo)

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Mark @questionmark415

5 years ago

@BillBrewsterTBB @LeoGreenwald They’re definitely investing in the brand, you can back your way into that using their increasing mkt share vs SWMA’s slightly decreasing but still dominant share On! destroying Velo from what I can tell Channel checks suggest Rogue (swisher company [prvt]) growing a tiny bit