long story short

[long story short @eaveswan]

@SteadyCompound Your view on which companies for this set of criteria best?

[long story short @eaveswan]

@FullPortConvict @kevinxu @commonsenseplay @OptionsBuffett @michaeljburry Source and likelihood of actually receiving the refund? Guidance excludes IEEPA refunds

[long story short @eaveswan]

@pradeeepk Is NVDA’s revenue apples to apples? Or does it capture more than just the switches part relative to others

[long story short @eaveswan]

@ChrisCamillo Also side related, see Michele spagnuolo charged with insider data on google trends

[Matt McClintock @MattJMcClintock]

Wonder if $LULU BOD read our note on $AS M&A as "plan B" and thats why now ok with Chip's three Board slots as long as he keeps ownership under 10% 😂 Could've avoided whole stupid proxy battle if openminded to begin with.

https://t.co/TuvizjJyhS

[long story short @eaveswan]

@bobspaysubstack Not truly apples to apples considering $PAYC capitalizes software costs

[long story short @eaveswan]

@orrdavid @sirindude Maybe true for large hotels because they can effectively build their own platform. But $BKNG is huge in Europe which is not run by large chains but rather small independents - these companies need $BKNG’s platform to allocate inventory

[long story short @eaveswan]

@orrdavid @sirindude Is their platform, which benefits from network effects, and traveler loyalty not a real moat?

[long story short @eaveswan]

@EndicottInvests Does Microsoft and meta use EOS? Thought they used their own (SONiC and FBOSS)

[long story short @eaveswan]

@TheLAPurchaser @Anointed_Ape Why is $DOCS like Chegg? Why is its terminal value 0?

[long story short @eaveswan]

@antibearthesis @IDntWnaBRudeBut Why not $LULU ? Valuation leaves significant margin for error

[long story short @eaveswan]

@KobeissiLetter Why is it unsustainable? What is the implication for equities broadly? Assume negative due to interest rate hike expect on inflation? Assume you favour hard assets over equities?

[long story short @eaveswan]

@FluentInQuality Does $KO have a moat via its brand? Believe Buffett argued it had a strong one. If so, what’s the difference here?

[long story short @eaveswan]

@ChrisCamillo @Chris00847463 Are you still very long $LULU ? Market has disagreed with you since

[long story short @eaveswan]

@This_Liss @airgups23 Why should marketers move spend to the open internet? Are you seeing traction in your pitches?

[long story short @eaveswan]

@RSX_Trading $TTD is priced as a high single digits grower. What are the drivers for the upside?

[long story short @eaveswan]

@longriverCM I think commoditization of $LULU specifically will be harder because they operate their stores, so you won’t have competing brands right next to it explicitly shown ar a cheaper price. That said, believe alo/vuori position their stores right next to LULU

[long story short @eaveswan]

@JRambo0810 Location?

[long story short @eaveswan]

@TihoBrkan @ReneSellmann How about today? Looks like its at 13x