Scott Havertz

Public / Private investor. Former Large-Cap Consumer / Tech Analyst for $TRLGX & $PRGFX. Go @BYU.

[Scott Havertz @Shavertz]

@973TheFanSD @jerschneid14 @jerschneid14 how do we feel today? Did we sacrifice too much in the short-term?

[Scott Havertz @Shavertz]

@JeffPassan @jerschneid14 what do we think about this?

[Scott Havertz @Shavertz]

@dennistlin @jerschneid14 how do we feel about this?

[Scott Havertz @Shavertz]

@FalkorLucky @DPogrebinsky @brentmcguirt @OphirGottlieb How much is that as a % ownership? Few bps or significant chunk?

[Scott Havertz @Shavertz]

@Techemist @avichal Could be wrong but doubt digital Yuan is decentralized; Chinese gov’t needs to be in control of currency.

[Scott Havertz @Shavertz]

@StephenCurry30 @avichal @literati Steph gonna force @AndyKHLiu and @samesfandiari to read books.

[Scott Havertz @Shavertz]

@CaplanMoshe @stoolpresidente So ridiculously funny this is showing up in Bloomberg.

[Scott Havertz @Shavertz]

@StephenCurry30 @TheJetOnTNT Steph speaking up for himself!? Yeah, this must be 2020.

[Scott Havertz @Shavertz]

@avichal Tbh most VCs (obv not all) focus on A vs B and it’s v apparent.

[Scott Havertz @Shavertz]

@jerschneid14 @Jared_Carrabis @JeffPassan @espn @ringer @BillSimmons @MichaelBaumann @CC_Sabathia @Watch_Momentum @BauerOutage @dennistlin @theredshirtblog lol omg you have a podcast this is amazing. Tbh not sure you're ready for a tier-1 celebrity like myself to come on. Going to dig into some previous pods first...

[Scott Havertz @Shavertz]

@jaeclarke @Jared_Carrabis @JeffPassan @espn @ringer @BillSimmons @MichaelBaumann @CC_Sabathia @Watch_Momentum @BauerOutage @dennistlin Yup. Not only that, 7 of the Padres' relievers have ERAs north of 7.00. Anything can happen.

[Scott Havertz @Shavertz]

@dennistlin Ah yes it’s ok in Colorado but not Texas...

[Scott Havertz @Shavertz]

@billcenter Tingler on the wrong side of fan favor right now...wonder if he’ll change his stance after seeing the backlash.

[Scott Havertz @Shavertz]

@Padres Give him a billion and sign him to a lifetime contract rn.

[Scott Havertz @Shavertz]

@covrter Yup. Twitter paints a v false reality of the US.

[Scott Havertz @Shavertz]

@KishinManglani @maybebullish @7AustinL But I think we both agree FCF needs to be discussed more 😎

[Scott Havertz @Shavertz]

@KishinManglani @maybebullish @7AustinL I’d agree that software is strangely dynamic, making it difficult to forecast but so are many industries. At T. Rowe we did this exercise w/ all SaaS co’s. That is, what could mature FCF look like in a theoretical base, up, and downside world; the excercise itself is useful.

[Scott Havertz @Shavertz]

@thogge Havearitzcracker - play on my last name, Havertz

[Scott Havertz @Shavertz]

@KishinManglani @maybebullish @7AustinL I think EV/FCF is a fine metric to use, even if one models out FCF 10+ years to see how these co's operate in a normalized state.