@howardlindzon Given many companies and industries you look at are so nascent, what are the KPIs you look at to make bets on which will be successful or not?
@howardlindzon Do you actively look for shorts in this type of backdrop? What types of stocks do you find perform better or worse when indices are so extended like this?
@TurnerNovak@kmlake@TurnerNovak do you know what the purchase rate is on each box? (i.e. how many units shipped in each box and how many of those items are purchased?)
@NateSilver538 How large is the daily revision in testing data? Looking at the charts the positive test rate has spiked in the past two days versus prior week. Isn’t that a key metric you follow to evaluate spread?
@HillfieldCap @JerryCap Scale definitely. WMT has $20bn of digital sales with a decent chunk pick up in store and still losing money...
If your CAC continues to increase despite generating hundreds of millions in sales, your business is not scalable.
@pfmpfmpfm @latimesfood Peter, I have an urgent and horrifying news story for you. An article suggesting Great Jones Cafe will reopen and be run by a former Tao chef named "Big Sexy" that plans to pivot the menu from Cajun to "modern American" as the original Great Jones menu is "not trending now". Help