Founder.Run @Founder_Run
Stock investing ideas in Founder-Run & Founder-Led Companies | Ideas are no investment advice - do your own due diligence. gumroad.com/founder_run Joined May 2019-
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@LEJCapital @rsandler21969 @West4thCapital LOs = abbreviation for Long-Only? Pls clarify. Thanks!
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Great thread on founder-run $TTD ‘s SBC-plan. I am long $TTD
Time for some stock sleuthing, with today's subject being The Trade Desk.🕵️♂️ Critics complain about $TTD's "generous stock-based compensation" not reflecting in its 40%+ adjusted EBITDA margins. We know tech companies love paying SBC. But TTD's plan is different. Here's why:
Insiders buy for one reason only $ddog
Starting to see additional insider buying in tech and tech adjacent stocks. Director of Crowdstrike, Roxanne Austin, picked up $3.37 million worth of stock according to a filing yesterday. So did a Director of Silicon Valley Bank. $CRWD $SIVB
@BigBullCap Insider has been buying heavily in recent weeks in $DDOG - don’t think he would do that if ther were any capitulation risk. Just my 2 cents.
Founder.Run retweeted
We searched for keywords like "ROIC" and "FCF" in our slide database, looking for companies with a great capital allocation framework. In this thread we will share some findings 🧵 1. A beautiful chart from $TXN showing how its share price has followed FCF per share:
This is not cutting costs, this is preserving cash-flow ...
“.. To cut costs, #Twitter has not paid rent for its San Francisco headquarters or any of its global offices for weeks, three people close to the company said ..” @nytimes @MikeIsaac @kateconger nytimes.com/2022/12/13/tec…
Founder-led $TSLA might be an interesting opportunity here for Dollar-Cost-Averagers - do your own DD
Tesla is down 60.9% from its peak last November, now the largest drawdown to date (note: closing prices). $TSLA
Don´t try to reinvent the wheel - bet on proven winners
Yup $SOFI CEO Anthony Noto just bought 1.1 MM shares worth USD 5 MM
The highest ROI investor relations tactic for any microcap is insider buying
$PRCH founder & CEO buying shares
Insider Matt Ehrlichman reports buying 278,273 shares of $PRCH for a total cost of $501,508.92 fintel.io/n/us/prch/ehrl…
Always a double-edged sword - but we are in it for the long-term - as the founders are
Investors Lose Trillions As Founders Run 16 Stocks Into The Ground investors.com/etfs-and-funds…
When the shit hits the fan, it´s time to buy Brazil stocks - long $EWZ
$InsiderBuy - Director Matthew Jacobson bought almost 200 k shares / 13 MUSD on Monday, December 5th
$DDOG Starting to look interesting again at these levels, not getting in yet but watching closely
@saxena_puru @yilmazdemirz1 @BluSuitDillon But what if we are already deep in the recession and will only get to know that in hindsight?
There are many possible reasons for an insider to sell stock, but there is only one reason to buy. $RKT 🚀
When insiders consistently buy their own company’s stock, we should pay attention - because they have #skininthegame
Skin in the game
@SJosephBurns Ignoring Discounting Mechanism
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