Mik Quinlan

Technologist and Agile evangelist, Trader and Investor, Chek Certified Health Professional. Opinions are my own.

[James Melville 🚜 @JamesMelville]

Count Binface’s manifesto:
Some cracking policies here - including bringing back Ceefax.

[Mik Quinlan @MikQuinlan]

@GauchoRico Thanks for putting your % of assets. So many show high growth portfolios implying they have a lot of their net wealth in there but it’s just a small %. Changed the risk tolerance significantly.

[Mik Quinlan @MikQuinlan]

@GauchoRico Any concerns about AXON’s valuation? It’s pretty giddy.

[Morgan Housel @morganhousel]

The most productive hour of your day often looks the laziest. Good ideas rarely come during meetings – they come while going for a walk, or sitting on the couch, or taking a shower.

[Derek Thompson @DKThomp]

New paper on happiness in America since 1979.

Just fascinating. There are like 1,000 stories to tell about American life, economics, and culture in these graphs

[Morgan Housel @morganhousel]

Spending money to show people how much money you have is the fastest way to have less money.

[Morgan Housel @morganhousel]

Podcast: The Spectrum of Wealth

Spotify: https://t.co/hUcokonQLR

Apple: https://t.co/glwG65LPyf

[The Transcript @TheTranscript_]

$MSFT, $AMZN, $AAPL and GOOG all reported earnings this week.

Any key takeaways you took from their earnings calls?

[Zoro @ZoroInvesting]

For $BILL, I think the market missed 3 important facts:
1. From Sep 2022 quarter onwards, Divvy will be considered as $BILL’s organic business and that might push the organic growth to 80%+ again!

2. Inflation actually could increase $BILL’s TPV according to management

1/

[InvestingBear @investing_bear]

Time for another glance back several months, to calm our dizzy heads -- likely spinning from whiplash thanks to the round trip we've done from mid-March to present. Some say SaaS still looks expensive, but I zoom out for some perspective. Thanks/credit to @jaminball once again.

[Jamin Ball @jaminball]

This week on Clouded Judgement: Has inflation already peaked?

- Median software multiple: 9x
- High Growth software median: 12x
- Mid Growth software median: 9x
- Low Growth software median: 4x
https://t.co/ozBUGzCQsI

[Giles H 🇪🇺💙 @gileshawke]

Does anyone know this man? @SW_Help he just verbally assaulted me and then smashed my laptop up on the 1930 train from Waterloo to Portsmouth- he got off at woking. Have reported to @BTPLondon

[RTÉ News @rtenews]

RTÉ Six One interview with Russia’s Ambassador to Ireland Yuriy Filatov | Live updates: https://t.co/65zqcDbQ9X

[GauchoRico @GauchoRico]

11Feb'21 Allocations
$DDOG 35.6%
$MNDY 29.4%
$SNOW 18.2%
$ZS 13.9%
$CRWD 6.0%
$S 5.0%
$NET 3.1%
$UPST 2.9%
cash: -10.7%

YTD: -25.2%
YTD hi: -5.5% (3Jan)
YTD lo: -43.6% (27Jan)

#fintwit

[InvestingBear @investing_bear]

Yet when you never sell…

- you end up with so many companies you can’t follow them all
- you aren’t reacting to how each business is performing
- you are giving up the opportunity to move funds to a better company

That said, Tom created the Motley Fool — he’s awesome.

[Thoughts of Dog @dog_feelings]

there are. so many humans in the household right now. the odds that a snack. will hit the floor. are the highest they have been. in several years

[Sullivan & Stanley @SullyandStan]

It doesn't get much better than this.

Winners of the Business Change and Transformation of the Year at the International Customer Experience awards after the brilliant work we did with Shell Energy Retail this past year.

Well done to everyone involved 🎉 #iccx21

[Joe Bohringer @Joe_Bohringer]

For everyone who asked for a recording of the "Lessons from Saul" Spaces last week, below is the link.

Thanks to everyone who either took or takes the time to listen. It was certainly a fun discussion.

[Blake Burge @blakeaburge]

There are currently over 1.86 Billion websites.

Few provide any real value.

Here are 7 that do: 🧵