Green King

there is no way to know if any of the revenues and earnings in these companies are real.

Here is part 2 Enjoy! Part 2 Eventbrite Qualitative Analysis https://condensed.substack.com/p/part-2-eventbrite-qualitative-analysis?r=7401s&utm_campaign=post&utm_medium=web&utm_source=copy

I’m interested in eventbrite. When will you think the rest of the series will come out? Soon latest. Monday I wrote it I just have to edit it.

Sorry things has taken so long. I ended up living life. I also finished a short series of poetry on my 3 years of traveling. Called One Thousand Sunsets to feel. Here is Part 1 of 4. How to look at Tech Companies Part 1 Quantitative Analysis https://condensed.substack.com/p/how-to-look-at-tech-companies-part?r=7401s&utm_campaign=post&utm_medium=web&utm_source=copy

hard pass. sounds like a consulting business that trying to sell itself as tech. it is more likly they have nothing than it is tech. they would have pivoit to An SAAS product and be bigger and worth a lot more by now. given the time it has got to develope.

Sounds interesting I might start by going through the report Just FYI M* is changing the analyst on DBX. The old report is still available, but they dropped some parts like value estimate (that may be irrelevant for you anyway). Do you have the old report?

Sounds interesting I might start by going through the report

I can understand that. I am thinking about framing it more see this like a pile of bank loans you can not know what's there for sure. It's more about taking a look at the big ones or a sample of them to see if it is worth a bet. With the margin of safety given by the discount. with the underlying assumption, they are not all shit. Or to see if there are enough red flags to pass on the whole thing. On my first look, there were too many flags so I passed. I put it up here mostly with the intention to see the rigor in research Muddy water produces. I ways thought these things were low value i want to get an understanding of a sample.

Here is the link for the straw poll https://www.strawpoll.me/20549293 The votes seems to not be refecting the interest. Cheers Jason

https://condensed.substack.com/p/choose-your-own-research-adventure?r=7401s&utm_campaign=post&utm_medium=web&utm_source=copy I wrote a short description of a few ideas i want to look into. Please check out my first look analysis and vote for the ones you want to see. $DBX Dropbox Inc High return on brain damage, possible long term payoff $BUR Burford Capital Limited High Return on popcorn, low return on brain damage $ING ING Group, Low return on brain damage, maybe grow my edge technology $EB Eventbrite Inc High return on brain damage, maybe impossible to know Cheers Jason,

It's not one of the popular momentum stocks loved by the yolo if that is the price valuation. Going Long out of the money options will be a better bet than holding the common.

Probably my biggest take-away from traveling was exactly this: I met several people with 1/100 of the assets/salaries of us here in the west, but they were 100x happier. Puts our first-world problems in perspective and frankly how unnecessarily we grind so hard and become so unhappy. Been to ~50 countries and agree with both of these big time. Once we get past the pandemic, I'm going to look heavily into digital nomading/slow travel. It's not that expansive in most places in the third world. You just need to find a place to rent monthly. In places like Mexico my cost has been between 500 to 1000 dollars per month.

Probably my biggest take-away from traveling was exactly this: I met several people with 1/100 of the assets/salaries of us here in the west, but they were 100x happier. Puts our first-world problems in perspective and frankly how unnecessarily we grind so hard and become so unhappy. I am relocating to London this month. Let's chat when I get settled.

Thanks for the kind words. :)

Here is the start of my reflections. More coming. https://condensed.substack.com/p/hello?r=7401s&utm_campaign=post&utm_medium=web&utm_source=copy