Jon Medearis

Managing Partner @GuavaCap

[Jon Medearis @JonMedearis]

@japan_guru_x 4480 Medley

[Jon Medearis @JonMedearis]

The entire presentation is available in the link below:
https://t.co/lYCSiObsAZ

Or you can find it on our website

[Jon Medearis @JonMedearis]

This summer, two interns joined our investment team to conduct an extensive 300+ page analysis of the factors driving differential returns over a 7 year time period. We analyzed the best and worst performing stocks across sectors to understand the key drivers of shareholder value

[Jon Medearis @JonMedearis]

Example Bottom 35: $INTC Intel

[Jon Medearis @JonMedearis]

@farnamjake1 @JournalyticApp Excited to use this

[Jon Medearis @JonMedearis]

@ericyakes I heard Vail Resorts is planning to pivot to jet skiing and water sports.

[Jon Medearis @JonMedearis]

Congrats @joelmilne and team! I'm excited for what you guys have already built and even more excited about the future!

Go check out RepairSmith and see if they service cars in your area. You will thank me later! https://t.co/aRQkxGUPAL

[Jon Medearis @JonMedearis]

@Trader20205 It’s what prompted my question. But was hoping to get examples of historical results. $META is tbd on outcome.

[Jon Medearis @JonMedearis]

What are good examples of companies sacrificing profitability in order to innovate or avoid existential threat? And then what were the outcomes and why?

Mercado Libre is an example that is still playing out.