A schmuck trying to get better.
Joined November 2018
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Panda Value retweeted
Oculus looks to be one of if not the big winner this holiday season. Good looks for $FB and the future of the metaverse.
Panda Value retweeted
To honor the folks who have made Real Estate Twitter (ReTwit) what it is today, and keep spreading the word about the folks who share their unique knowledge daily, I will donate $20 for every ReTweet this gets.
$15k max, any charity @moseskagan chooses.
teapawt.net/i/lists/14176673248957…
Panda Value retweeted
A closer look at Tencent’s recent “social aid” contributions (without getting lost in translation) $TCENY
1/ First, note that the announcement was made on Tencent’s Official Account on Weixin. It is nowhere to be found on the company’s IR page when I last checked (interesting).
Panda Value retweeted
New regulation released about tech being part of critical information infrastructure reinforces this notion that Chinese state and Chinese tech have a symbiotic relationship together
Panda Value retweeted
Working to FINALLY finish a white paper on the behavior of owner operators ("OO" in chart) & as I update all the data to include the Covid bump- unsurprised to learn that the alpha has actually improved through the cycle. Will post more here leading up to publishing next month.
Panda Value retweeted
John Elkann is quietly transforming the fortune of one of Europe’s wealthiest families. Thrown into his role during an attempted management coup, he is now working on his own vision
This is his journey from novice to savvy capital allocator.
Panda Value retweeted
I am surprised at the lack of $PSTH outrage. I get that in the world of finance almost everyone sacrifices integrity and cashes in on their reputation at some point, and I get that SPACs are tailor-made to execute this, but still. . . this is such a lame deal.
Panda Value retweeted
Why I think $ANGI could be a $70bn+ company in 10 years (vs. ~$7.5bn today). Long thread below 👇
In short, it's fixed price, fixed price, fixed price.
Panda Value retweeted
Record number of $1 billion+ companies with zero revenue going public
wsj.com/articles/spac-frenzy…
Panda Value retweeted
A lawyer using Zoom had to let a judge know that he wasn’t a cat after inadvertently activating a face filter
Panda Value retweeted
Seeing all the internal audit roles on Stripe's website warms my heart and seems to signal they're prepping for IPO. One of them even asks that candidates have experience with SOX, PCAOB and SEC requirements. All three must-haves for public companies.
Panda Value retweeted
Tommy Tuberville gets sworn in and the Capitol’s defense immediately falls apart.
