Anthony Cao

Corporate treasury, finance, and startups.

[Anthony Cao @anthocao]

@micsolana Unstoppable force: Hurricane Milton
Immovable Object: Florida Man™

[Anthony Cao @anthocao]

@Knightlegcap 1) Financially secure for life
2) “What would you do if money wasn’t a consideration?”

[Anthony Cao @anthocao]

@conksresearch Doomsday bro, Gurgavin style. Might be too powerful tbh

[Anthony Cao @anthocao]

@CalltoActivism

[Marques Brownlee @MKBHD]

And now - I'm so pumped to be launching this app! People have asked where I get wallpapers FOREVER, so this is the answer, now and forever: PANELS!

@panels_art

Available on iOS or Android https://t.co/sl7fitBKDt

[Anthony Cao @anthocao]

@ChrisJBakke So... Celcius?

[Anthony Cao @anthocao]

@yakker112 @Duderichy 🎯 lol the only reasonable explanation

[Anthony Cao @anthocao]

@TurnerNovak Something to be said of hawk tuah girl doing her best not to lose relevance, and now managing to become a meme again. Impressive lol

[Anthony Cao @anthocao]

@moizali Smart move.
1) Improve assets
2) Sell assets
3) Convert core business from asset-heavy to asset-light
4) Sell business for higher multiple

[Anthony Cao @anthocao]

@NickADobos Awesome. Anything that makes cancer suck a little less is a W 🫡

[Anthony Cao @anthocao]

Wise words

[Jakob Greenfeld @jakobgreenfeld]

The biggest life hack is making sure you get your dopamine exclusively from activities that move you closer to your ideal life.

[Anthony Cao @anthocao]

@conksresearch big scary number

[Anthony Cao @anthocao]

@HJouffrai @StatisticUrban Love that you’re coming in with the data 💪 Seattle much more affordable than I would have guessed.

[Anthony Cao @anthocao]

Erik always with the insightful and thoughtful commentary 🙏

Absolutely true. As any finance person would say, no great arbitrage lasts forever. Have seen similar dynamics in the Bay Area. Only places here that remain comparatively cheap now are probably East Palo Alto and Oakland, but they still have a crime issue suppressing prices.

[Anthony Cao @anthocao]

@MarginCFO Depends on size & type of business. For a small software company, forecasted P&L is probably sufficient. EBITDA will roughly equal cashflow.

Cashflow is crucial for capital-intensive businesses, but too cumbersome/slow to prepare via indirect method. Direct method is 👌

[Anthony Cao @anthocao]

@jameslavish Confusing policy choice. How many incremental swing state votes could she possibly win pushing this agenda? Yikes.

[Anthony Cao @anthocao]

@blondesnmoney Furus and ridiculous TA on any chart they can find. Name a more iconic duo

[Anthony Cao @anthocao]

@trevizo_gabe True. Relationships require nurturing and time. Even more so from parents to their kids. Every year that goes by without investing in those relationships makes the gap a little wider and a little harder to close.

[Anthony Cao @anthocao]

Be discerning in what you read on this app.

I happen to like a lot of Nick’s work, but this chart can lead you to the wrong conclusion.

We are in a complete different time now, with each new scare resulting in more extreme action from the Fed, and a ballooning fiscal deficit.

No sense in trying to compare that to the year 1890.

Dollars will always chase yield, and hard assets like real estate will remain a popular choice.

Yes, the hottest pandemic market prices will come back down to earth, but do not base your investing choices on a chart that infers we will see some huge crash.

[Nick Gerli @nickgerli1]

A friendly reminder that we are in the biggest housing bubble of all-time.

Inflation-adjusted home prices today are almost 100% higher than the long-term, 130-year average.

Only 2x in US history where this has ever happened: 2006 and right now.

Note how from 1890 to 2000, home prices were closely linked to inflation and never entered a national bubble.