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Stacey
Hates compounders. Dabbled in modeling (h/t Excel). Gig’em Ags!
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Stacey 1. velj
Hanging with peeps that don’t TikTok can be difficult. Saying, “Don’t look at me like that,” only engenders odd looks.
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Stacey 31. sij
If furniture is your thing, Smith Leonard has a monthly survey on U.S. residential manufacturers and distributors.
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Stacey 30. sij
Odgovor korisniku/ci @LibertyRPF
FWIW with UK market, tipping point was when these reached 5% market share
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Stacey 30. sij
UK grocery spend is spreading out, w/# of people visiting Aldi or Lidl up from 43% in 2016 "those who said they had used one of the big four remained static at 84%, the number shopping ‘little and often’, avoiding a big main shop, soared from 11% five years ago to 17% today."
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Stacey 28. sij
Odgovor korisniku/ci @bradsling
I'm super curious what the response has been (email, etc) and how it compared to your expectations? One of the most contentious pieces? Would be interesting to get a bead on DCF entrenchment and if there are any changes afoot...
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Stacey 28. sij
Anyone checked out Parlia ()? It's a wiki mapping out opinions/ideas and pertains to describing rather than debating. Seems like a pretty cool idea (though I'm not a wiki expert by any means :) )
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Stacey 28. sij
Having a Fitbit around the ankle is a new one for me
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Stacey 27. sij
Odgovor korisniku/ci @iamstacetheace
Found the perfect gift for my friends' kids. "No, Johnny, the entirely age-appropriate book you're holding is for peons. Here's this instead. Guard it...and it shall guide you."
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Stacey 23. sij
Odgovor korisniku/ci @RampCapitalLLC
Being completely honest, I thought this was the dumbest idea when it was recommended to me several years ago. My inconsistency and stubbornness became a self-fulfilling prophecy. It's only in the past 1/2 year that I've seen the benefits.
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Stacey 23. sij
Odgovor korisniku/ci @RampCapitalLLC
Basically anything that gets your mind off of what you've been focusing on - so yes all of those ;) Also, if I'm at home, I'll meditate, do chores like dishwashing or laundry or prep things
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Stacey 23. sij
Odgovor korisniku/ci @RampCapitalLLC
If I'm nearly finished, & I stop after for the break, it's ok. However, I often find myself not stopping because I feel in the groove or pressure to finish a larger task. I can tell if I skip a few breaks (work an hour plus for instance)..my brain feels fried by EOD.
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Stacey 23. sij
Something that has increased my work productivity (& mitigated feeling overwhelmed) is the Pomodoro Technique - 25 min focus solely on the task at hand - 5 min break - After 4, 15 min break - Repeat I use an extension in my Chrome browser - called Marinara: Pomodoro Assistant
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Stacey 21. sij
Things have been changing for DTC brands. Quick growth is no longer as economical, yet this is what VCs are looking for. - Rising CAC - Revenue wall hits at ~$50mn or less - DTC co's likely need $100mn+ annual sales to get past Series A
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Stacey 19. sij
Odgovor korisniku/ci @special_sits
I’ve found the more important question to ask is, “Why wouldn’t you exercise?” It’s a foundational habit (engenders other good habits like eating well & sleep). It’s self-care. It’s pushing yourself mentally and physically. It’s becoming a better person. It leads to better moods.
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Stacey 19. sij
Odgovor korisniku/ci @valuationshorts
Basically chance. I was reading Light From Many Lamps and would see great quotes. I decided to check out their writings (can often see table of contents via archive/etc). Abe books is where I buy. What isn’t part random is I like the old smell (reminds me of college) + look/feel.
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Stacey 19. sij
What do you get excited about? Me: You mean besides exercising, sleep, and commoditized and/or poorly run businesses? Yeah, like normal stuff. Me: Well, recently I’ve gotten into reading old books (pre-1940’s). Then I buy more additional books based on their references.
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Stacey 15. sij
Odgovor korisniku/ci @iamstacetheace
Nah, son. Put down that plate and rack on 4x10’s and a 5 instead.
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Stacey 11. sij
If anyone is knowledgeable with GDS, NDC, and associated industry dynamics/public companies, please DM me if you're open to discussing. We've been doing some work here lately.
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Stacey 10. sij
Hey you want to hang out tonight? Me: Sorry I already have plans
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Stacey 10. sij
Odgovor korisniku/ci @iamstacetheace
For kicks, I filled in orders for Vestas through YE and intake looks to be (2%) below Bloomberg's FY19 estimates. For 4Q19E, it's an estimated (38%) below consensus - tbf beat 3Q order intake by 25%.
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