#  @June_Street June Street June Street posts on X about ai, in the, $pep, gillette the most. They currently have [-----] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::2306054896/interactions)  - [--] Months [-----] -71% ### Mentions: [--] [#](/creator/twitter::2306054896/posts_active)  ### Followers: [-----] [#](/creator/twitter::2306054896/followers)  - [--] Months [-----] +0.42% - [--] Year [-----] +0.02% ### CreatorRank: [---------] [#](/creator/twitter::2306054896/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) **Social topic influence** [ai](/topic/ai), [in the](/topic/in-the), [$pep](/topic/$pep), [gillette](/topic/gillette), [stocks](/topic/stocks), [times](/topic/times), [palantir](/topic/palantir) #948, [the next](/topic/the-next), [databricks](/topic/databricks) #70, [if you](/topic/if-you) **Top accounts mentioned or mentioned by** [@scottmountford6](/creator/undefined) [@daveyjuice](/creator/undefined) **Top assets mentioned** [PepsiCo, Inc. (PEP)](/topic/$pep) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last [--] hours "MDB see 5G as a tailwind ht https://seekingalpha.com/article/4179903-mongodb-inc-mdb-ceo-dev-ittycheria-q1-2019-results-earnings-call-transcriptpart=single https://seekingalpha.com/article/4179903-mongodb-inc-mdb-ceo-dev-ittycheria-q1-2019-results-earnings-call-transcriptpart=single" [X Link](https://x.com/June_Street/status/1004899442020028417) 2018-06-08T01:34Z [----] followers, [--] engagements "Richard Riordan - whom some may recognize as Los Angeles' 1990's mayor - was a handy investor with some eye popping returns: https://web.archive.org/web/20071212183433/http://findarticles.com:80/p/articles/mi_m5072/is_n26_v19/ai_19706203 https://web.archive.org/web/20071212183433/http://findarticles.com:80/p/articles/mi_m5072/is_n26_v19/ai_19706203" [X Link](https://x.com/June_Street/status/1006210778091933698) 2018-06-11T16:25Z [----] followers, [--] engagements "On MC:FP's beauty strategy especially advertising and limited distribution - only [---] doors. - $465bn beauty market is set to increase to $750bn by [----] - its easier to build a relationship with a [---] perfume than with a [----] bag. https://www.ft.com/content/cc578920-a20f-11e8-85da-eeb7a9ce36e4 https://www.ft.com/content/cc578920-a20f-11e8-85da-eeb7a9ce36e4" [X Link](https://x.com/June_Street/status/1039633958709817345) 2018-09-11T21:57Z [----] followers, [--] engagements "The best long term investors are generally OPTIMISTS. you can't know what will happen over [--] years but if you own great businesses with plausible opportunities + a will to execute returns like INTU's pic below IPO'd at $2 or AMZN's or many others are possible" [X Link](https://x.com/June_Street/status/1056928194178236416) 2018-10-29T15:18Z [----] followers, [--] engagements "Think you can out-Sequoia the Sequoia Fund for fun Year end holdings below top [--] are 62%. How might you re-order/weight these names to outperform these nice folks at 9w57th" [X Link](https://x.com/June_Street/status/1090295444142460928) 2019-01-29T17:07Z [----] followers, [--] engagements "Was crazy back in [----] when Gillette and Pepsi sold at 7x pe. Sequoias letter also called out Genentech trading at [----] pe. Genentech then rose 155x at 19% cagr for [--] years before Roche acquired them for 46.8B in [----]. Investing is hard. Think your stocks are cheap In the early 1980s consumer staples sold for mid-to-high singledigit multiples. Heres an old Sequoia letter where Bill Ruane writes about buying Gillette and Pepsi at [--] times earnings. https://t.co/QAYN4r2ak1 Think your stocks are cheap In the early 1980s consumer staples sold for mid-to-high singledigit multiples. Heres an old" [X Link](https://x.com/anyuser/status/1932174347529261171) 2025-06-09T20:33Z [----] followers, [----] engagements "There are many opportunities in 'busted' luxury rn here's pic a vote for 1913:HK. Turnarounds are *not* easy nor is restoring lost brand lustre or catching up on ecommerce. But sometimes they work brilliantly" [X Link](https://x.com/June_Street/status/1171472820913635330) 2019-09-10T17:17Z [----] followers, [--] engagements "2/9 Many SaaS models evolved as specialized functional silos with consequent software proliferation data/workflow duplication and cost/entropy drag. It is structurally difficult for extant SaaS models to build an integrated enterprise wide view. And CIOs hate having more vendors" [X Link](https://x.com/June_Street/status/2022406865251111254) 2026-02-13T20:25Z [----] followers, [---] engagements "3/9 But AI is structured to act as an enterprise operating system that orchestrates and captures action and context above the extant SaaS and data fleet by integrating them via an overlay architecture" [X Link](https://x.com/June_Street/status/2022406867679621515) 2026-02-13T20:25Z [----] followers, [---] engagements "5/9 Over time such an AI operating system could gradually learn to replace extant SaaS and squeeze their value down the stack. Effectively this operating system model would serve to aggregate demand for an enterprise as Google etc did in consumer creating a powerful edge" [X Link](https://x.com/June_Street/status/2022406872289222906) 2026-02-13T20:25Z [----] followers, [--] engagements "6/9 Eventually this model could also replace Systems of Record SoRs either by overpowering them e.g. Glean maybe Palantir Claude Gemini Enterprise to extract data or rolling them forward where are new data goes into the next gen SoR leaving the old to atrophy" [X Link](https://x.com/June_Street/status/2022406874872811625) 2026-02-13T20:25Z [----] followers, [--] engagements "1/7 JS Hypothesis: AI is a structural disruption to enterprise SaaS. AI Foundation models are structurally centralized polymath entities that crate value by reasoning across domains and aggregating system wide data+ context" [X Link](https://x.com/anyuser/status/2022405261944930527) 2026-02-13T20:19Z [----] followers, [---] engagements "7/9 examples might be migration away from Mainframes in the 1990s or Oracle starting circa [----]. Broader enterprise wide data warehouses or lakehouses etc like Snowflake and DataBricks seem well positioned for this" [X Link](https://x.com/June_Street/status/2022406877360115932) 2026-02-13T20:25Z [----] followers, [--] engagements "8/9 Im not sure how any of todays SaaS models could match such O/S breadth but this market could take years to unlock so they have time to adapt. Glean DataBricks and Palantir sure are growing quickly though" [X Link](https://x.com/anyuser/status/2022406879645962475) 2026-02-13T20:25Z [----] followers, [---] engagements "1/7 JS Hypothesis: AI is a structural disruption to enterprise SaaS. AI Foundation models are structurally centralized polymath entities that crate value by reasoning across domains and aggregating system wide data+ context" [X Link](https://x.com/anyuser/status/2022405261944930527) 2026-02-13T20:19Z [----] followers, [---] engagements "8/9 Im not sure how any of todays SaaS models could match such O/S breadth but this market could take years to unlock so they have time to adapt. Glean DataBricks and Palantir sure are growing quickly though" [X Link](https://x.com/anyuser/status/2022406879645962475) 2026-02-13T20:25Z [----] followers, [---] engagements "9/9 Anyway just a hypothesis Im not entirely sure of hope its catalytic for others" [X Link](https://x.com/anyuser/status/2022406881944441280) 2026-02-13T20:25Z [----] followers, [---] engagements "e2open acquisition also under appreciated @ScottMountford6 I recently bought more at $58. Ill keep adding small amounts here over the next year. Still really like the biz. Wont be disrupted by AI. They made the right biz pivot into agentics and CVP at exactly the right time @ScottMountford6 I recently bought more at $58. Ill keep adding small amounts here over the next year. Still really like the biz. Wont be disrupted by AI. They made the right biz pivot into agentics and CVP at exactly the right time" [X Link](https://x.com/anyuser/status/2018027601449636321) 2026-02-01T18:24Z [----] followers, [----] engagements "@ScottMountford6 I recently bought more at $58. Ill keep adding small amounts here over the next year. Still really like the biz. Wont be disrupted by AI. They made the right biz pivot into agentics and CVP at exactly the right time" [X Link](https://x.com/anyuser/status/2017965976034156831) 2026-02-01T14:19Z [----] followers, [----] engagements "Update: P/S contracted from 101x (below) to 68x. Bat signal extinguished. http://PME.AU https://t.co/gD7nJ8SVRx seems to trade 100x P/S https://t.co/3EYaMaCLH3 http://PME.AU https://t.co/gD7nJ8SVRx seems to trade 100x P/S https://t.co/3EYaMaCLH3" [X Link](https://x.com/anyuser/status/2013728202292658611) 2026-01-20T21:39Z [----] followers, [---] engagements "seems to trade 100x P/S http://PME.AU http://PME.AU" [X Link](https://x.com/anyuser/status/1962938938940666214) 2025-09-02T18:01Z [----] followers, [----] engagements "To add to @davey_juice on Rubrik the CEO also has a huge comp incentive to grow quickly pic Whats driving $RBRK bright future Why I think they will continue to grow faster than all public cyber companies at their scale or larger 🧵: Whats driving $RBRK bright future Why I think they will continue to grow faster than all public cyber companies at their scale or larger 🧵:" [X Link](https://x.com/anyuser/status/1993081344931643504) 2025-11-24T22:16Z [----] followers, [----] engagements "Whats driving $RBRK bright future Why I think they will continue to grow faster than all public cyber companies at their scale or larger 🧵:" [X Link](https://x.com/anyuser/status/1992802977510543445) 2025-11-24T03:50Z [----] followers, 22.3K engagements "x2. Good short needs revenue decel /shrink and negative *incremental* unit economics" [X Link](https://x.com/anyuser/status/1991529272121631098) 2025-11-20T15:29Z [----] followers, [---] engagements "If AI increases all of our investment research productivity do any of us individually gain edge Ive been thinking a lot about this question: if AI enables a 30%-3x uplift in investment research productivity (my base caserange depends on duration & coverage approach) what do analysts & PMs do with their excess time The knee jerk reaction is I can process more ideas Ive been thinking a lot about this question: if AI enables a 30%-3x uplift in investment research productivity (my base caserange depends on duration & coverage approach) what do analysts & PMs do with their excess time The knee" [X Link](https://x.com/anyuser/status/1990890976076767524) 2025-11-18T21:12Z [----] followers, [---] engagements "Ive been thinking a lot about this question: if AI enables a 30%-3x uplift in investment research productivity (my base caserange depends on duration & coverage approach) what do analysts & PMs do with their excess time The knee jerk reaction is I can process more ideas but Im not so sure how I feel about that answer. If a PM of a 12-person shop asks each analyst for [--] great idea per month and each analyst can now produce [--] great ideas per month - does the portfolio double in position count / does sizing get cut in half More idea flow is better than less but at some point there can be *too" [X Link](https://x.com/anyuser/status/1990833106819952801) 2025-11-18T17:22Z 50.7K followers, 132.5K engagements "THEY STILL NOT LIKE US. #WORLDSERIES" [X Link](https://x.com/anyuser/status/1984858301033762977) 2025-11-02T05:41Z 3M followers, 3.9M engagements "Was crazy back in [----] when Gillette and Pepsi sold at 7x pe. Sequoias letter also called out Genentech trading at [----] pe. Genentech then rose 155x at 19% cagr for [--] years before Roche acquired them for 46.8B in [----]. Investing is hard. Think your stocks are cheap In the early 1980s consumer staples sold for mid-to-high singledigit multiples. Heres an old Sequoia letter where Bill Ruane writes about buying Gillette and Pepsi at [--] times earnings. https://t.co/QAYN4r2ak1 Think your stocks are cheap In the early 1980s consumer staples sold for mid-to-high singledigit multiples. Heres an old" [X Link](https://x.com/anyuser/status/1932174347529261171) 2025-06-09T20:33Z [----] followers, [----] engagements "Think your stocks are cheap In the early 1980s consumer staples sold for mid-to-high singledigit multiples. Heres an old Sequoia letter where Bill Ruane writes about buying Gillette and Pepsi at [--] times earnings" [X Link](https://x.com/anyuser/status/1768299085553860970) 2024-03-14T15:32Z 24.2K followers, 78K engagements "If you own A eventually you -could- own all of B and C Round [--] of Fincl would-you-rather: Other things the sorta' same (growth NIMs credit quality tier-1 cap ratios ) Why would you rather own: Bank A w/ 15% ROE trading at 2x equity instead of Bank B w/ 10% ROE at 1x equity; or Bank C w/ 4% ROE at [----] of equity Round [--] of Fincl would-you-rather: Other things the sorta' same (growth NIMs credit quality tier-1 cap ratios ) Why would you rather own: Bank A w/ 15% ROE trading at 2x equity instead of Bank B w/ 10% ROE at 1x equity; or Bank C w/ 4% ROE at [----] of equity" [X Link](https://x.com/anyuser/status/1266711406994391040) 2020-05-30T12:41Z [----] followers, [--] engagements "Round [--] of Fincl would-you-rather: Other things the sorta' same (growth NIMs credit quality tier-1 cap ratios ) Why would you rather own: Bank A w/ 15% ROE trading at 2x equity instead of Bank B w/ 10% ROE at 1x equity; or Bank C w/ 4% ROE at [----] of equity" [X Link](https://x.com/anyuser/status/1264696891696189440) 2020-05-24T23:16Z [----] followers, [--] engagements "US20Y+ vs. SPX & MXWD T10Y closer than I would have thought. one of them really seems to be struggling" [X Link](https://x.com/anyuser/status/1245161189107273728) 2020-04-01T01:28Z [----] followers, [--] engagements "In aggregate. Asset values are not independent of the quantity of debt financing them (1/2) What is often - almost always - overlooked from the household debt chicken littles is the asset side - what that debt has funded. I note that household wealth is 1000% of income. As a result net wealth (assets minus debt) is a record 800%: up from 500% [--] years ago. Just saying What is often - almost always - overlooked from the household debt chicken littles is the asset side - what that debt has funded. I note that household wealth is 1000% of income. As a result net wealth (assets minus debt) is a" [X Link](https://x.com/anyuser/status/1230958727970336773) 2020-02-21T20:53Z [----] followers, [--] engagements "What is often - almost always - overlooked from the household debt chicken littles is the asset side - what that debt has funded. I note that household wealth is 1000% of income. As a result net wealth (assets minus debt) is a record 800%: up from 500% [--] years ago. Just saying" [X Link](https://x.com/anyuser/status/1229175194087936000) 2020-02-16T22:46Z 63.4K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@June_Street June Street
June Street posts on X about ai, in the, $pep, gillette the most. They currently have [-----] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Months [-----] -71%
Mentions: [--] #
Followers: [-----] #
- [--] Months [-----] +0.42%
- [--] Year [-----] +0.02%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks technology brands
Social topic influence ai, in the, $pep, gillette, stocks, times, palantir #948, the next, databricks #70, if you
Top accounts mentioned or mentioned by @scottmountford6 @daveyjuice
Top assets mentioned PepsiCo, Inc. (PEP) Rubrik, Inc. (RBRK) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"MDB see 5G as a tailwind ht https://seekingalpha.com/article/4179903-mongodb-inc-mdb-ceo-dev-ittycheria-q1-2019-results-earnings-call-transcriptpart=single https://seekingalpha.com/article/4179903-mongodb-inc-mdb-ceo-dev-ittycheria-q1-2019-results-earnings-call-transcriptpart=single"
X Link 2018-06-08T01:34Z [----] followers, [--] engagements
"Richard Riordan - whom some may recognize as Los Angeles' 1990's mayor - was a handy investor with some eye popping returns: https://web.archive.org/web/20071212183433/http://findarticles.com:80/p/articles/mi_m5072/is_n26_v19/ai_19706203 https://web.archive.org/web/20071212183433/http://findarticles.com:80/p/articles/mi_m5072/is_n26_v19/ai_19706203"
X Link 2018-06-11T16:25Z [----] followers, [--] engagements
"On MC:FP's beauty strategy especially advertising and limited distribution - only [---] doors. - $465bn beauty market is set to increase to $750bn by [----] - its easier to build a relationship with a [---] perfume than with a [----] bag. https://www.ft.com/content/cc578920-a20f-11e8-85da-eeb7a9ce36e4 https://www.ft.com/content/cc578920-a20f-11e8-85da-eeb7a9ce36e4"
X Link 2018-09-11T21:57Z [----] followers, [--] engagements
"The best long term investors are generally OPTIMISTS. you can't know what will happen over [--] years but if you own great businesses with plausible opportunities + a will to execute returns like INTU's pic below IPO'd at $2 or AMZN's or many others are possible"
X Link 2018-10-29T15:18Z [----] followers, [--] engagements
"Think you can out-Sequoia the Sequoia Fund for fun Year end holdings below top [--] are 62%. How might you re-order/weight these names to outperform these nice folks at 9w57th"
X Link 2019-01-29T17:07Z [----] followers, [--] engagements
"Was crazy back in [----] when Gillette and Pepsi sold at 7x pe. Sequoias letter also called out Genentech trading at [----] pe. Genentech then rose 155x at 19% cagr for [--] years before Roche acquired them for 46.8B in [----]. Investing is hard. Think your stocks are cheap In the early 1980s consumer staples sold for mid-to-high singledigit multiples. Heres an old Sequoia letter where Bill Ruane writes about buying Gillette and Pepsi at [--] times earnings. https://t.co/QAYN4r2ak1 Think your stocks are cheap In the early 1980s consumer staples sold for mid-to-high singledigit multiples. Heres an old"
X Link 2025-06-09T20:33Z [----] followers, [----] engagements
"There are many opportunities in 'busted' luxury rn here's pic a vote for 1913:HK. Turnarounds are not easy nor is restoring lost brand lustre or catching up on ecommerce. But sometimes they work brilliantly"
X Link 2019-09-10T17:17Z [----] followers, [--] engagements
"2/9 Many SaaS models evolved as specialized functional silos with consequent software proliferation data/workflow duplication and cost/entropy drag. It is structurally difficult for extant SaaS models to build an integrated enterprise wide view. And CIOs hate having more vendors"
X Link 2026-02-13T20:25Z [----] followers, [---] engagements
"3/9 But AI is structured to act as an enterprise operating system that orchestrates and captures action and context above the extant SaaS and data fleet by integrating them via an overlay architecture"
X Link 2026-02-13T20:25Z [----] followers, [---] engagements
"5/9 Over time such an AI operating system could gradually learn to replace extant SaaS and squeeze their value down the stack. Effectively this operating system model would serve to aggregate demand for an enterprise as Google etc did in consumer creating a powerful edge"
X Link 2026-02-13T20:25Z [----] followers, [--] engagements
"6/9 Eventually this model could also replace Systems of Record SoRs either by overpowering them e.g. Glean maybe Palantir Claude Gemini Enterprise to extract data or rolling them forward where are new data goes into the next gen SoR leaving the old to atrophy"
X Link 2026-02-13T20:25Z [----] followers, [--] engagements
"1/7 JS Hypothesis: AI is a structural disruption to enterprise SaaS. AI Foundation models are structurally centralized polymath entities that crate value by reasoning across domains and aggregating system wide data+ context"
X Link 2026-02-13T20:19Z [----] followers, [---] engagements
"7/9 examples might be migration away from Mainframes in the 1990s or Oracle starting circa [----]. Broader enterprise wide data warehouses or lakehouses etc like Snowflake and DataBricks seem well positioned for this"
X Link 2026-02-13T20:25Z [----] followers, [--] engagements
"8/9 Im not sure how any of todays SaaS models could match such O/S breadth but this market could take years to unlock so they have time to adapt. Glean DataBricks and Palantir sure are growing quickly though"
X Link 2026-02-13T20:25Z [----] followers, [---] engagements
"1/7 JS Hypothesis: AI is a structural disruption to enterprise SaaS. AI Foundation models are structurally centralized polymath entities that crate value by reasoning across domains and aggregating system wide data+ context"
X Link 2026-02-13T20:19Z [----] followers, [---] engagements
"8/9 Im not sure how any of todays SaaS models could match such O/S breadth but this market could take years to unlock so they have time to adapt. Glean DataBricks and Palantir sure are growing quickly though"
X Link 2026-02-13T20:25Z [----] followers, [---] engagements
"9/9 Anyway just a hypothesis Im not entirely sure of hope its catalytic for others"
X Link 2026-02-13T20:25Z [----] followers, [---] engagements
"e2open acquisition also under appreciated @ScottMountford6 I recently bought more at $58. Ill keep adding small amounts here over the next year. Still really like the biz. Wont be disrupted by AI. They made the right biz pivot into agentics and CVP at exactly the right time @ScottMountford6 I recently bought more at $58. Ill keep adding small amounts here over the next year. Still really like the biz. Wont be disrupted by AI. They made the right biz pivot into agentics and CVP at exactly the right time"
X Link 2026-02-01T18:24Z [----] followers, [----] engagements
"@ScottMountford6 I recently bought more at $58. Ill keep adding small amounts here over the next year. Still really like the biz. Wont be disrupted by AI. They made the right biz pivot into agentics and CVP at exactly the right time"
X Link 2026-02-01T14:19Z [----] followers, [----] engagements
"Update: P/S contracted from 101x (below) to 68x. Bat signal extinguished. http://PME.AU https://t.co/gD7nJ8SVRx seems to trade 100x P/S https://t.co/3EYaMaCLH3 http://PME.AU https://t.co/gD7nJ8SVRx seems to trade 100x P/S https://t.co/3EYaMaCLH3"
X Link 2026-01-20T21:39Z [----] followers, [---] engagements
"seems to trade 100x P/S http://PME.AU http://PME.AU"
X Link 2025-09-02T18:01Z [----] followers, [----] engagements
"To add to @davey_juice on Rubrik the CEO also has a huge comp incentive to grow quickly pic Whats driving $RBRK bright future Why I think they will continue to grow faster than all public cyber companies at their scale or larger 🧵: Whats driving $RBRK bright future Why I think they will continue to grow faster than all public cyber companies at their scale or larger 🧵:"
X Link 2025-11-24T22:16Z [----] followers, [----] engagements
"Whats driving $RBRK bright future Why I think they will continue to grow faster than all public cyber companies at their scale or larger 🧵:"
X Link 2025-11-24T03:50Z [----] followers, 22.3K engagements
"x2. Good short needs revenue decel /shrink and negative incremental unit economics"
X Link 2025-11-20T15:29Z [----] followers, [---] engagements
"If AI increases all of our investment research productivity do any of us individually gain edge Ive been thinking a lot about this question: if AI enables a 30%-3x uplift in investment research productivity (my base caserange depends on duration & coverage approach) what do analysts & PMs do with their excess time The knee jerk reaction is I can process more ideas Ive been thinking a lot about this question: if AI enables a 30%-3x uplift in investment research productivity (my base caserange depends on duration & coverage approach) what do analysts & PMs do with their excess time The knee"
X Link 2025-11-18T21:12Z [----] followers, [---] engagements
"Ive been thinking a lot about this question: if AI enables a 30%-3x uplift in investment research productivity (my base caserange depends on duration & coverage approach) what do analysts & PMs do with their excess time The knee jerk reaction is I can process more ideas but Im not so sure how I feel about that answer. If a PM of a 12-person shop asks each analyst for [--] great idea per month and each analyst can now produce [--] great ideas per month - does the portfolio double in position count / does sizing get cut in half More idea flow is better than less but at some point there can be *too"
X Link 2025-11-18T17:22Z 50.7K followers, 132.5K engagements
"THEY STILL NOT LIKE US. #WORLDSERIES"
X Link 2025-11-02T05:41Z 3M followers, 3.9M engagements
"Was crazy back in [----] when Gillette and Pepsi sold at 7x pe. Sequoias letter also called out Genentech trading at [----] pe. Genentech then rose 155x at 19% cagr for [--] years before Roche acquired them for 46.8B in [----]. Investing is hard. Think your stocks are cheap In the early 1980s consumer staples sold for mid-to-high singledigit multiples. Heres an old Sequoia letter where Bill Ruane writes about buying Gillette and Pepsi at [--] times earnings. https://t.co/QAYN4r2ak1 Think your stocks are cheap In the early 1980s consumer staples sold for mid-to-high singledigit multiples. Heres an old"
X Link 2025-06-09T20:33Z [----] followers, [----] engagements
"Think your stocks are cheap In the early 1980s consumer staples sold for mid-to-high singledigit multiples. Heres an old Sequoia letter where Bill Ruane writes about buying Gillette and Pepsi at [--] times earnings"
X Link 2024-03-14T15:32Z 24.2K followers, 78K engagements
"If you own A eventually you -could- own all of B and C Round [--] of Fincl would-you-rather: Other things the sorta' same (growth NIMs credit quality tier-1 cap ratios ) Why would you rather own: Bank A w/ 15% ROE trading at 2x equity instead of Bank B w/ 10% ROE at 1x equity; or Bank C w/ 4% ROE at [----] of equity Round [--] of Fincl would-you-rather: Other things the sorta' same (growth NIMs credit quality tier-1 cap ratios ) Why would you rather own: Bank A w/ 15% ROE trading at 2x equity instead of Bank B w/ 10% ROE at 1x equity; or Bank C w/ 4% ROE at [----] of equity"
X Link 2020-05-30T12:41Z [----] followers, [--] engagements
"Round [--] of Fincl would-you-rather: Other things the sorta' same (growth NIMs credit quality tier-1 cap ratios ) Why would you rather own: Bank A w/ 15% ROE trading at 2x equity instead of Bank B w/ 10% ROE at 1x equity; or Bank C w/ 4% ROE at [----] of equity"
X Link 2020-05-24T23:16Z [----] followers, [--] engagements
"US20Y+ vs. SPX & MXWD T10Y closer than I would have thought. one of them really seems to be struggling"
X Link 2020-04-01T01:28Z [----] followers, [--] engagements
"In aggregate. Asset values are not independent of the quantity of debt financing them (1/2) What is often - almost always - overlooked from the household debt chicken littles is the asset side - what that debt has funded. I note that household wealth is 1000% of income. As a result net wealth (assets minus debt) is a record 800%: up from 500% [--] years ago. Just saying What is often - almost always - overlooked from the household debt chicken littles is the asset side - what that debt has funded. I note that household wealth is 1000% of income. As a result net wealth (assets minus debt) is a"
X Link 2020-02-21T20:53Z [----] followers, [--] engagements
"What is often - almost always - overlooked from the household debt chicken littles is the asset side - what that debt has funded. I note that household wealth is 1000% of income. As a result net wealth (assets minus debt) is a record 800%: up from 500% [--] years ago. Just saying"
X Link 2020-02-16T22:46Z 63.4K followers, [---] engagements
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