Morgan
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Posts posted by Morgan
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No matter happens, this will be interesting to see the outcome.
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Care to share the name?
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Thank you for the response!
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@Longnose Thank you for sharing TBTC. I have not done any kind of deep analysis, but I just want to ask.
What do you think of the declining revenues since Q12022? Revenues have had some cyclicality over the years, so maybe this is par for the course? There was a similar pattern in 2012 to 2017, then again from 2018 to 2022. Do you feel revenues are growing from more and more business or simply keeping up with inflation? Revenues have trended upwards for 10 years though.
NI also is generally positive, but sometimes negative. Fortunately most of the big jumps are positive NI with small losses.
A strong spot - debt is being paid down while cash increases.
Care to share anymore thoughts on the company?
Do you think the product from TBTC is superior to their competitors? Why do casinos pick this over their competitors? Why hasn't a competitor just acquired this?
Thank you
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19 hours ago, DooDiligence said:
LOL -
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25 minutes ago, Spekulatius said:
It was either that , or MSFT takes their employees and leaves a worthless shell, which would probably been acquired by MSFT resulting in the same outcome.
MSFT owns this thing either way, that much is clear.
True
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This OpenAI and Altman saga was crazy to watch. I have never seen 95% of employees threaten to resign after a CEO being let go. I don't remember a CEO coming back with a new board either. Pretty nuts.
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I've been waiting for this and this was nuts. More and more progress with every launch! Pretty soon there are gonna be 1000 people on the way to Mars every week, plus supply launches and eventually developments in the solar system. This century is going absolutely incredible!
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19 minutes ago, SharperDingaan said:
It would a lot better if they also published a card deck; a named bounty on each card, and each card/suite ranked. Competition to rank well on the deck, individual incentive to move up by informing on the guy above, and collective incentive to greater fame by raising the bounties on all. Yes, ABC was scum; but his bounty was only 100M, whereas mine is 150M! Then .... just let the market do its thing ...
SD
Now that would be something! -
Incredible work Viking!
Thank you for sharing!
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Ordered Dynasties of the Sea, 2nd Edition. Looking forward to it. Thanks for recommending!
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@vinod1 Great post Vinod. Totally agree. I don't use DCF now, but I did in my finance classes during undergrad so I learned the nuances of it. Even though I don't use it now, it has some relevance.
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3 hours ago, Saluki said:
@Morgan yes, that's the one. It had profiles in there of people from Seaspan, Scorpio, Frontline, and some of the other major companies, so it's a good one to get a feel for some of the players and their different strategies.
Gotcha. Thanks for confirming. Kind of jarring to see a Trump blurb on there. 2012 was a different time in politics...
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@Saluki Just to confirm this is the correct book for Dynasties of Sea?
Dynasties of the Sea: The Shipowners and Financiers Who Expanded the Era of Free Trade by Lori Ann Larocco from 2012
It has a blurb on the cover form Donald Trump?
There is also a second edition from 2018 that covers PE/hedge funds entrance into the industry.
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12 minutes ago, keegomaster said:
@Morgan glad the site and files are useful! have fun analyzing the data... last night I spent a few hours analyzing Canadian provincial bonds and corporates... oh boy, time flies when you are having fun! Cheers!
Ha! Yep!
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@keegomaster After looking at it more, this was exactly what I was looking for. Thank you!
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I am traveling today, so I only looked briefly but I think that is exactly what I’m looking for!
Thank you!
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Hello,
I am looking for a website that shows the approximate valuation of different industries over time. Perhaps by what the average PE, or EV/EBITDA (or any other approximate valuation measure) over preferably for the last 20 years. It would be great if it was an interactive chart that showed all industries and I could turn each one on and off as needed.
I'm looking to see what sectors are generally undervalued vs overvalued over time. As sectors become cheap, I'd like to begin to look at specific companies.
Thanks in advance!
Morgan
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Came across this today. Really enjoyed it!
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Thank you for sharing. I really enjoyed reading this.
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On 8/25/2023 at 3:08 PM, hasilp89 said:
this guy had laid it out pretty well. I did not partake but interesting to follow along. He has some good research.
https://guastywinds.substack.com/p/short-idea-aurc-us-better-mortgage
That is a pretty thorough roast lol -
17 minutes ago, Parsad said:
On a separate note...I met Johan Cruijff (Cruyff) when I was 10 years old. He was one of my favorite players and at that time he was playing for the LA Aztecs in the NASL. One of my Dad's old chemistry students, John McGrane, was now playing for the Aztec and arranged for us to go to the afterparty to meet the players. What a memory that was! Cheers!
Wow! That must have been incredible!
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I don't listen to too much EDM, but this performance is so cool. EDM with people playing instruments and floating stages and a huge audience. I wish I could have gone to this!
Very sad. 
Starship Test Launch Thursday
in General Discussion
Posted
I am pumped for this!!