What I Wish I Wrote ~ June 2, 2017
This is a great twitter thread on how Amazon is disrupting consumer brands and which items are most likely to be disrupted.
1. Great chart from Mary Meeker in her recent Internet trends report. pic.twitter.com/DVvSVax84I
— Alex Rubalcava (@AlexRubalcava) June 2, 2017
And as a follow-up, the presentation from the 2017 Ira Sohn Conference on why Energizer Holdings (ENR) is a short. (Ira Sohn)
The Invest Like the Best Episode with Royce Yudkoff and Rick Ruback focuses on buying small highly profitable businesses in a model they call Really Private Equity. The criteria they look for in an acquisition candidate are equally applicable when looking for a publically traded company. Especially when they talk about recurring versus repeating revenue.
Which would you rather own a Ferrari or a Tesla? Now, which stock RACE or TSLA? If you’re a Return on Invested Capital fan then Ferrari is your pick for both. Plus, RACE pays a dividend. (Intrinsic Investing)
Autonomous cars are coming. When exactly? I don’t know. But LIDAR will the be key. A brief introduction to LIDAR (Voyage)
Pepsi (PEP) dividend growth analysis (The Dividend Groth Investor)
The iPhone has a tremendous loyalty and retention rate in the U.S. and around the world. Except in China. The Chinese smartphone user is driven by WeChat and Apple needs to find a solution to this issue. (Stratechery)
On position sizing in your portfolio (Covenant-Lite on Medium)
Got 11 hours to listen to some music? The complete history of Punk Rock in 200 tracks. (Open Culture)