Dan Gahagan (@dpgahagan) profile picture

My opinions are my own. Not investment advice.

Joined August 2019
Photo by Dan Gahagan (@dpgahagan)Photo by Dan Gahagan (@dpgahagan)Photo by Dan Gahagan (@dpgahagan)Photo by Dan Gahagan (@dpgahagan)Photo by Dan Gahagan (@dpgahagan)Photo by Dan Gahagan (@dpgahagan)Photo by Dan Gahagan (@dpgahagan)Photo by Dan Gahagan (@dpgahagan)Photo by Dan Gahagan (@dpgahagan)
That was not the definition of a red card.
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Dan Gahagan retweeted
When did kids stop saying Trick or Treat?? PSA to all the parents out there: Teach your kids to say Trick or Treat 🎃 @notthefakeSVP | @StanfordSteve82
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This is a great take 👏
$NFLX Someone who signed up for Netflix in 2007 (when they launched streaming) would have spent ~$2,075 on their subscription if they never churned. If they invested that same $2k into $NFLX stock, it would be worth $372,000 today.
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Dan Gahagan retweeted
Billionaire Howard Marks: "1st-level thinkers look for simple formulas & easy answers. 2nd-level thinkers know success in investing is..." Read more: feed.bulletpoint.network/pos…
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Dan Gahagan retweeted
Can I apply value investing discipline to growth businesses? NYU finance professor Aswath Damodaran says yes, if I embrace tools for assessing uncertainty. Read more: feed.bulletpoint.network/pos…
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This rocks. Thanks, @JoeSquawk
.@JoeSquawk debates @SenWarren about price-gouging/price control proposals:
There's a new version of this post
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For freedom. Eternal gratitude to our Allies.
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Replying to @d_allentuck
The Orioles handling of delays this year has not been great — and the zero updates given during these delays is pretty disrespectful to people spending their money to come cheer on the team
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👏 👏 👏
Good morning, it’s 2am @Columbia , @CityCollegeNY we are finished for the night. To all of the NYPD tonight, simply put, great job! Strength and Honor to all of you….@NYCPBA @sbanypd @lbanypd @CeaNypd @OsseChi @NYPDPC @NYPDDaughtry @NYPDnews @NYPD1stDep
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Would you like a side of fries with that?
Reporter grills Columbia student after she demands the university help feed protestors occupying Hamilton Hall: "It seems like you're saying, 'we want to be revolutionaries, we want to take over this building, now would you please bring us some food'."
Readers added context they thought people might want to know
Her claims are misleading: (1) Per Columbia, campus dining is open (John Jay Dining Hall, Fac Shack, JJ's Place) dining.columbia.edu/news/service-c… (2) Humanitarian aid is for saving lives in the most dire situations (violent conflict, natural disasters). The students can leave if they want. worldvision.ca/stories/disast… humanitariancoalition.ca/from-humanitar…
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Love this
This quoted post is unavailable.
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$HIMS vs SPX performance since this post. I'll need to find time to reassess what's priced in now that the stock is trading >$13 today
Replying to @dpgahagan
5/ When I assign my subjective odds to combinations of peak outcomes in those markets, the mean MOIC across my scenarios improves to 2.5x. At this level, with lower odds of losing money against higher odds of >2x return over 5 years (without great odds of >5x or >10x), I'm a BUY
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Don’t share this with the CRE boys
🔸 Remote Workers Engage in Deeper Work With Fewer Interruptions, Says Hubstaff Data Annually, remote work protects an estimated 62 hours' worth of work that in-office teams lose due to daily interruptions According to the study, remote teams allocate 59.48% of their week to "focus time," — 30 or more minutes of productive time tracked with little distraction — contrasting to the 48.5% recorded for in-office teams. Daily focus time for remote workers averages 273 minutes (4.55 hours), while in-office colleagues manage only 223 minutes (3.72 hours). hubstaff.com/blog/remote-wor…
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Assistant to the Regional Manager
NEWS: fmr Speaker McCARTHY is floating a plan that would reinstall him as speaker and make conservative Trump ally, Rep. JORDAN, assistant speaker, three sources familiar with the pitch tell me + @scottwongDC. More about the longshot idea >> nbcnews.com/politics/congres…
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Yikes
INSTACART AIMS FOR $8.6 BILLION TO $9.3 BILLION, DOWN FROM $39 BILLION IN 2021 - WSJ
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1/ $HIMS beat expectations and raised guidance AGAIN 🔥 and shared it's expanding into new markets, such as cardiovascular and weight management. Why is the stock down ~10% since Q2 earnings a little over a week ago? 😢 Here's what I think is priced in at $7.20 🧵
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5/ When I assign my subjective odds to combinations of peak outcomes in those markets, the mean MOIC across my scenarios improves to 2.5x. At this level, with lower odds of losing money against higher odds of >2x return over 5 years (without great odds of >5x or >10x), I'm a BUY
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/6 What to play around with this software and test your $HIMS conviction? Click this link to change key driver assumptions + odds, attach research, and recalculate the model to see YOUR odds for future returns. feed.bulletpoint.network/til…
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