Tenacious Re @CompTheComp

Tenacious Research. Wall Street and investing veteran. Rational optimist. Digging into the data. What matters most? United States Joined November 2010

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Tenacious Re @CompTheComp

3 years ago

The consumer is still spending. census.gov/retail/marts/w…

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Tenacious Re @CompTheComp

3 years ago

Very thankful the economy should be avoiding this issue! wsj.com/articles/u-s-r…

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Tenacious Re @CompTheComp

4 years ago

$PTON makes a great product. But the stock reminds me of $GPRO.

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1/ There's a well known anecdote from The Everything Store about Jeff Bezos visiting Harvard Business School in 1997. The students told Bezos "you really need to sell to Barnes and Noble and get out now" Less well known: you can read the actual 1997 HBS case study from the class

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Jason Romano @JasonRomano

4 years ago

This also is the best thing you’ll watch today. Well done Dads.

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Tenacious Re @CompTheComp

4 years ago

When you have more than you need, build a bigger table - not a higher fence.

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Tenacious Re @CompTheComp

4 years ago

Know what you know. Know what you don’t know.

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Tenacious Re @CompTheComp

5 years ago

Don’t get too cute with your long term winners. If valuation is supportive, be patient and ride your top ideas.

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Tenacious Re @CompTheComp

5 years ago

Used vehicle prices are off the charts! publish.manheim.com/content/dam/co…

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Tenacious Re @CompTheComp

5 years ago

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Tim Urban @waitbutwhy

5 years ago

We think a lot about those black lines, forgetting that it’s all still in our hands.

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Tenacious Re @CompTheComp

5 years ago

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Dan Rose @DanRose999

5 years ago

People often ask me to compare working for Bezos vs Zuck. I worked with Mark much more closely for much longer, but I did work directly with Jeff in my last 2 years at Amazon incubating the Kindle. Here are some thoughts on similarities that make them both generational leaders: