Underwater Capital @UnderwaterCap
Beliefs are hypotheses to be tested, not treasures to be guarded. dislocatedvalue.blogspot.com NYC Joined March 2009-
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Underwater Capital retweeted
Dear God, please help me.
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UMG Is great, and just imagine how valuable the only publicly listed Chinese music IP company is worth! $8446TT x.com/gwinvestors/st…
UMG Is great, and just imagine how valuable the only publicly listed Chinese music IP company is worth! $8446TT x.com/gwinvestors/st…
Underwater Capital retweeted
1/ Often misunderstood - Network Effects is not the same as scale
Underwater Capital retweeted
My research on Aryzta AG $ARYN.VX for @SumZero Ex-US Challenge. See the full report here sumzero.com/pro/research/i…
$8446 TT x.com/underwatercap/…
A hidden gem here: seekingalpha.com/article/411467… $BABA $NTES $SNE $TCEHY $VIVHY
Underwater Capital retweeted
I just
Underwater Capital retweeted
Tweet why you’re leaving Netflix. The top three most creative tweets using #GoodbyeNetflix will win a 1-year subscription to Blockbuster!
Underwater Capital retweeted
@Fritz844 Once you enough volume of ideas you will have an easier time separating the amazing ones from the meh ones
Underwater Capital retweeted
Revenue growth? x.com/ibm/status/887…
Underwater Capital retweeted
Dorsey presentation from May valueinvestorconference.com/2017/presentat… ht @NoonSixCap
Underwater Capital retweeted
At least one good thing came out of this Mongolian Mining Corp thread - this is a pretty great story fastcompany.com/3065029/startu…
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@snarkyzk It's a multi-millenia heavyweight champ, but permanent? No. Already we see crypto at it's gates. As humanity digitizes, gold may become less relevance. Or other tech destroys its hardness, mining from asteroids, deep sea. Tech changes narratives. SoV is a narrative.
Bitcoin mining converts electricity into trustless financial reliability.
Going to have to frame this one. My first ever PA donut. Thankfully tiny size. Live and learn. No more garbages. $JGW
1/ Often misunderstood - Network Effects is not the same as scale
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$8446 TT x.com/underwatercap/…
A hidden gem here: seekingalpha.com/article/411467… $BABA $NTES $SNE $TCEHY $VIVHY
A hidden gem here: seekingalpha.com/article/411467… $BABA $NTES $SNE $TCEHY $VIVHY
So I may not have the M&A skills of the real @gregmaffei but I still managed to pull off my own merger of equals! Great day to get married!
Sorry guys I just got back from vacation
A lot of people use Evernote. I've tried that. Has anyone tried OneNote? It's surprisingly really good from my limited use so far
Tweet why you’re leaving Netflix. The top three most creative tweets using #GoodbyeNetflix will win a 1-year subscription to Blockbuster!
@Fritz844 Once you enough volume of ideas you will have an easier time separating the amazing ones from the meh ones
I mean, we could all mind our own fucking business and let the woman enjoy her swim time. That seems the right way. x.com/theatlantic/st…
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