CoolThesis Inc

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[CoolThesis Inc @CoolThesis]

Groupon stock is surging on rumours @AlibabaGroup and IAC may purchase a controlling stake.

When you think about how @NikolaMotor is worth $7B with NO product ... it baffles why an asset-light e-commerce platform like @GroupOn is only worth $1 billion.

https://t.co/HmenvmDsoT

[CoolThesis Inc @CoolThesis]

Day 2 at @StartupGrind.

How do companies scale without losing a start-up culture?

Twilio's Jeff Lawson: Focus on small teams (<10 people) that are constantly hungry and customer-focused.

#SGGlobal21 @Twilio @JeffieL @BDeeter @BessemerVP #Startup #Tech #CustomerCentricity

[CoolThesis Inc @CoolThesis]

Allstate scored a major #ESG milestone, announcing a $1.2B note sale to be solely managed by minority, women and veterans-led firms. Congrats to @LoopCapital, @AcadSecurities, Samuel A. Ramirez & Co., Inc. and Siebert Williams Shank.

#ESG #Banking #MWBE https://t.co/dXnnwK5lEE

[CoolThesis Inc @CoolThesis]

Lowe's (#LOW) missed earnings by a pinch this week, but @MorganStanley and @GoldmanSachs see potential multiple expansion over 12-18 months and remain overweight, with price targets of $190 and $165, respectively (current price: $149). #DIY #Stocks #HomeImprovement #HomeDepot

[CoolThesis Inc @CoolThesis]

At an investor forum, @Pfizer said it was "not concerned" about cold storage, saying its thermal shippers are adequate and once delivered, providers can store the #COVID19 vaccine in the fridge for 5 days. Read the transcript at https://t.co/MYvLNJiEYy. #Pfizer #BioNTech #Vaccine

[CoolThesis Inc @CoolThesis]

In 2020, investors struggled to forecast #COVID19-impacted demand for goods and services.

If you foresaw the DIY boom back in March and bought @Wayfair - mazel tov!

Fast forward to Thanksgiving - and looks like turkeys aren't selling.

#Investing #Money

https://t.co/qsec6QOmDe

[CoolThesis Inc @CoolThesis]

The U.S. media landscape in five years will have six major competitors:

Apple + traditional media (Disney?)
Netflix
Amazon
Google
Comcast
ATT

ATT is the weakest, which makes #WonderWoman1984 a really important, really high-stakes move.

#Media #Content

https://t.co/xGg1fY4ABW

[CoolThesis Inc @CoolThesis]

While #COVID19 may take up 99% of the media's attention, @GileadSciences - inventor of Remdesivir, the anti-COVID drug - announced promising results today for Lenacapavir, a drug that could save the lives of HIV patients resistant to existing therapies.

https://t.co/xVZUwJb2yg

[CoolThesis Inc @CoolThesis]

With the online education TAM sized at over $300B a year, it was only a matter of time K12 Inc (ticker: #LRN) figured it needed a name change.

Voila - K12 is now Stride, Inc.

LRN stock is up 18% in 2020 but 45% off Aug highs.

#Edtech #Innovation #K12

https://t.co/PTm3rZthXY

[CoolThesis Inc @CoolThesis]

According to a @US_SIF report just published, ESG integration is now deployed on $17 trillion in investments, or 33% of the $51T in total US assets under professional management. #ESG #ImpactInvesting #ClimateCrisis #Governance #Diversity #SocialJustice

https://t.co/sFrhoAigI6

[CoolThesis Inc @CoolThesis]

Shouldn't pro-Milton capitalists be supportive of ESG as a legitimate portfolio option for investors?

Our money, our choice?

The rationale conclusion: it is the OPPONENTS of ESG (hint: oil interests) who are being political.

#ESG #Investing #ERISA

https://t.co/9wUKRc8f7i

[CoolThesis Inc @CoolThesis]

Commentators are attributing lower #SP500 opening today to the lack of Federal stimulus.

Our view: the smart money is finally beginning to price in a Democratic sweep and all the entailing policies: more financial/environmental regulation and higher corp taxes.

#Markets #Stocks

[CoolThesis Inc @CoolThesis]

It's uncanny how often, shortly after a business is acquired, things start to unravel.

@ETrade was acquired by @MorganStanley in early October.

Via @DownDetector.

#EtradeDown #FinTech #Brokerage #Stocks #Markets #Technology #Acquisitions #Mergers

[CoolThesis Inc @CoolThesis]

BREAKING: @AirBnB plans to IPO before end of the year, and will file disclosure documents in August. #SharingEconomy #IPO #AirBnB #Hospitality #Hotels

https://t.co/7y7fsOXrjL

[CoolThesis Inc @CoolThesis]

It may not be coordinated, but @Microsoft, @Facebook, @Google and @Apple are doing themselves a big favor "blasting" and "denouncing" each other.

What better way to persuade U.S. Congress that competition is alive and well?

#BigTech #AntiTrust #Monopoly

https://t.co/Hgml2xeyW0

[CoolThesis Inc @CoolThesis]

There's no shame in former @Amazon, @Apple, @Facebook and @Google early employees - enriched by IPOs - campaigning to break up #BigTech.

It's not personal, just business.

Who in America doesn't use politics to advance agendas and enrich themselves?😭

https://t.co/VzHOmHp9NL

[CoolThesis Inc @CoolThesis]

In poor countries where public transit is scarce, scooters are an essential alternative to cars.

In the U.S., beyond frat boys raising money to fund vanity hobbies, it's unclear how companies like @_GoRevel actually benefit society.

#Mobility #Impact

https://t.co/360iBAXX9z

[CoolThesis Inc @CoolThesis]

U.S. airlines outlook darkens, with 4.65 million people passing through @TSA checkpoints at U.S. airports last week, 4% lower from a week earlier and the first weekly percentage drop since April. #Airlines #JetsETF @Delta @AmericanAir @United @SouthwestAir https://t.co/OZXPHqtzaR

[CoolThesis Inc @CoolThesis]

.@Airbnb’s millionaire managers thought they were helping the “little people” aka landlords (1/3 of hosts have over 35 homes). They forgot Airbnb guests have even smaller wallets i.e. many don’t even own one home. #SharingEconomy #MegaHosts #RelativeWealth
https://t.co/1P7h1hfnzD

[CoolThesis Inc @CoolThesis]

The U.S. stock market's historic volatility means market timing may be a very bad idea.

Investors who did nothing this year are roughly breaking-even. @Bloomberg estimated investors who missed the best five single trading days lost a shocking 30%.

#Stocks #Investing #Economy