Scullz

[Scullz @m_scullen1]

@BreakoutInvestr Nice work, can you explain where your $70 per gallon estimate came from?

[Scullz @m_scullen1]

@vanckzhu In our conversation with the company they claim it's their washing process which differentiates them. 4 hour washing vs 10 minutes at labquest, superior results, less chance of contamination & false positives.

[Scullz @m_scullen1]

@vanckzhu That's more in line with my own estimate, thanks for the reply.

[Scullz @m_scullen1]

I would also include expectations investing, capital returns, the outsiders, investment intelligence from inside trading, best practices for equity research analysts, the misbehavior of markets, super forecasting

[Scullz @m_scullen1]

If you're looking for a new year's reading list, here are some of my favorite investment books

[Scullz @m_scullen1]

@Post_Market We always ask this question as it specifically relates to m&a. This tends to be an area where management has the potential to destroy value. A weak understanding of the returns they underwrote is a red flag. We hear a lot of red flags.

[Scullz @m_scullen1]

@ValueStockGeek I've found screens work great when markets are turbulent like back in March because companies screen well for non idiosyncratic reasons. In rising markets, screens reflect higher market efficiency.

[Scullz @m_scullen1]

@syouth1 @SylFlood See also from Vanguard, "Can Active Funds Deliver Persistent Performance". Spoiler, the answer is rarely. Top quintile funds fall to the bottom. Investing is a long game, but career risk and recency bias get in the way. Thanks for sharing.

[Scullz @m_scullen1]

Excellent post

[Lyall Taylor @LT3000Lyall]

New from The LT3000 Blog:

Unravelling value's decade long underperformance (and imminent resurgence)

Comments welcome.

https://t.co/KkE0TMEI9f

[Scullz @m_scullen1]

Health care (majority Biotech), is now 27% of the Russell Microcap Index vs an average of 21% going back to 2013 when it was 17%. This has come at the expense of Tech and Consumer. Should speculative companies with a high probability of failure make up nearly 1/3 of an index?

[Scullz @m_scullen1]

@mishamc @danariely what value is there in a compliment if it's a manufactured incentive rather than spontaneous and genuine?

[Scullz @m_scullen1]

@FullySynergized Rail volumes are down on mainly two factors (1) precision railroading has cut volumes considerably (2) rig counts declining means less volume of crude and frac sand

[Scullz @m_scullen1]

@Greenbackd @ReformedBroker Is retained earnings in "Avg Incremental Growth" supposed to be a proxy for the retention rate? If yes, shouldn't it be retained earnings / common equity = retention rate? Otherwise, retained earnings x ROE should return a number, not a % return, right?

[CFASocietyCleveland @CFACleveland]

Save the Date: 3rd Annual Wealth Management Conference, September 11th, Keynote Speaker, Howard Marks, Oaktree Capital

[CFASocietyCleveland @CFACleveland]

Want to Give Back? Join the CFA CLE Mentor Program, looking for Mentors! https://t.co/RjKzqWLrzo

[Tiffany O'Neill @TiffanyONeill]

Happy Caturday! it's not drinking alone if the cat is home. I'm going to have these at the Hudson flea next week… https://t.co/SZDA6CZ2Nz

[CFASocietyCleveland @CFACleveland]

Register today, Wealth Management Conference, October 17th, Aloft Cleveland https://t.co/nJNtrkKpxS

[CFASocietyCleveland @CFACleveland]

Lunch with Janet Yellen, NABE Annual Meeting September 26th, Special Daily Pricing for CFA CLE Members https://t.co/JeCcsS0zjS

[Scullz @m_scullen1]

Awesome event, so much fun! https://t.co/UX8MS0ZYt7

[Cindy Nace @CindyNace]

Ready to go with annual golf outing at Lakewood Country Club