Martin @mI0cap

#finance #investing #financialmodels #stocks #research Austria Joined April 2015

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Martin @mI0cap

3 days ago

@hthieblot i sometimes think of that spiderman demo game i played multiple times

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Martin @mI0cap

4 days ago

@alexbhturnbull i see a buying opportunity coming

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@BoringBiz_ i would write every day startin at 5:00 pm after that email a longer one to sharon to keep her updated about my working day and times since it is important to her. I obviously would claim the spent for all those emails as overtime.

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Martin @mI0cap

4 weeks ago

@MrBeast 4578341

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Martin @mI0cap

a month ago

@CashCascadeX memory

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Martin @mI0cap

2 months ago

@NoLimitGains buying opportunity in december when all lockup expires. But Fed raised rates in fall, so there is also some catalyst

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Martin @mI0cap

2 months ago

@compliantvc Your content is amazing. I mean it triggers so damn hard you just have to react. Also love the nuance of the profile “VC in US investing in start ups” vs “tax stock increase”. Brilliant!

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Martin @mI0cap

2 months ago

@PardesC5027 @compliantvc @gub4112 The real question is, how can u monetize this content 😂

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Martin @mI0cap

2 months ago

@LeopoldATracker all of them about to tank when cpi comes out on 10th june, one week later fed comes out raise interest based inflation fears. Stocks about to cool off, those mentioned probably tank heavily

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Martin @mI0cap

2 months ago

@__paleologo a disgrace - how could get that through the comittees?

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Gappy (Giuseppe Paleologo) @__paleologo

2 months ago

Nicolai Tangen has interviewed all the most important CEOs and investors in the world (that's what $2T AUM buy you: lots of access). He has also interviewed a fair number of HF managers. Here are my favorites. Even so, it's almost 4 hrs. But I recommend actually listening, over the gemini summary. Chris Hohn: nbim.no/en/news-and-in… Paul Singer: nbim.no/en/news-and-in… Marc Rowan (not a HF, still interesting): nbim.no/en/news-and-in… Stan Druckenmiller: nbim.no/en/news-and-in… Ken Griffin: nbim.no/en/news-and-in…

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Brett Caughran @FundamentEdge

4 months ago

The senior analyst at a Tiger Cub who trained me on financial modeling back in '08 (shoutout Chris Laporte) walked me through the importance of deeply detailed cash flow builds. So much of the world is focused on EPS (certainly the sell-side), that you can generate a lot of insights on business performance by focusing closely on the cash flow statement. Everyone agrees that Free Cash Flow is the purest driver of net present value, but modeling FCF is a very messy exercise whereas EPS has the benefit of accounting treatment that will smooth out the FCF lumpiness. Thus, much of the world defaults to EPS. Great analysts spend a lot of time to see through the FCF messiness to uncover true cash flow generation capabilities. How much is operating cash flow impacted by working capital changes? How much of OCF is "fake" SBC add-backs that show up in dilution? How much of net income is actually recurring cash charges that are added back to Adj Net Income to flatter headline numbers? How much of FCF is actually distributable via dividend or buybacks? To build all of these analyses into your financial model, there is no shortcut to having 10+ years of historical, quarterly cash flow statements. And this is a super annoying exercise to build, since companies report "cumulative" cash flows in Q2 and Q3, so it requires layering in the 9m cumulative cash flow, then subtracting Q1 and Q2, copying formulas as values. Ugg. I've never found a shortcut to doing this. And while I completely agree that there are elements of financial modeling that help me learn the business, updating 5 years of cash flow statements isn't one of them. I tried this exercise in 5 AI Excel co-pilots. Most failed on this exercise, but I was able to get Scout by Daloopa (not sponsored though do have free access) to do this reliably, with click through visibility. While AI Excel still cannot one-shot a complicated model like my DHR model (not even close), AI Excel can do simple things like update my 5-year outdated BS & CF that save immense time and brain damage. I'll call that a big win. (Will walk through this step by step on my AI Excel seminar April 30th).

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Martin @mI0cap

4 months ago

@inwoodcapital network of people = alpha

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Martin @mI0cap

5 months ago

@Bencera People think this is great until the first law suit, negative customer feedback, product retours etc… It is basically a black box and it is not a good idea to outsource all operations to an ai. You did not program it, you don’t know how it works but u r still responsible.

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gemchanger @gemchange_ltd

5 months ago

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Gregory Blotnick @gregoryblotnick

5 months ago

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Gregory Blotnick @gregoryblotnick

5 months ago

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Martin @mI0cap

6 months ago

@TripleNetInvest did not know that was a secret 😂

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Martin @mI0cap

6 months ago

@CromanCher @baroneiof @TheCinesthetic everyone feels the same about this show in the world, season 1 outstanding, season 2 good, season 3 okay, and there from there i stopped watching…