Frazier (@Frazier_Cap) header
Frazier (@Frazier_Cap) profile picture

Frazier

@Frazier_Cap

Every business has a price at which you should buy it. For some that price is negative.

Joined June 2018
  • Tweets3.2K
  • Following194
  • Followers1.6K
483Media
Photo by Frazier (@Frazier_Cap)Photo by Frazier (@Frazier_Cap)Photo by Frazier (@Frazier_Cap)Photo by Frazier (@Frazier_Cap)Photo by Frazier (@Frazier_Cap)Photo by Frazier (@Frazier_Cap)Photo by Frazier (@Frazier_Cap)Photo by Frazier (@Frazier_Cap)Photo by Frazier (@Frazier_Cap)Photo by Frazier (@Frazier_Cap)
$FB Guided Incremental Margins vs. Realized Incremental Margins
Image from prefshares (@PrefShares)
6
13
2
177
Freedom isn't free. Neither is stock based comp.
30
66
14
1,402
"GTV handily beat our expectations (39% organic) though lagging rival Clover at 47% organic (LSPD’s annualized GTV run rate is ~$75B vs. $196B for Clover)" - $FISV $LSPD
2
15
"We expect our investment in Facebook Reality Labs to reduce our overall operating profit in 2021 by approximately $10 billion."
3
5
66
Love how HF managers are honestly accounting for SBC by diluting shares over time, but continue to apply an exit multiple to an adjusted earnings number. The interim dilution is often peanuts relative to the capitalised value of SBC
5
3
1
25
"Hello <$110, my old friend..." 🎶 - $FISV
6
3
1
39
Another day where my stocks are up because of fundamentals and your stocks are in bubbles.
4
11
3
195
Well that escalated steadily for four years.
859
125,799
2,248
797,113
Frazier retweeted
Dow (@mark_dow) profile picture
Dow
@mark_dow6 Jan 2021
Is this a good time to talk about Trump Derangement Syndrome?
2
16
2
115
Image from Jeremy Horpedahl 🥚📉 (@jmhorp)
This quoted post is unavailable.
Try viewing anyway · View on X
17
248
16
1,439
Journalists equivocating between Facebook and China — or even favoring the latter — is not going to age well. And this isn't a defense of Facebook.
16
102
14
800
It's fucking incredible. Powell could sit down, look straight into the camera, and say "get long people, we're juicing $SPX to 4000 and won't stop until that happens" and 92% of FinTwit would short the living shit out of it.
70
136
33
1,139
Just one month left of the best decade in history.
Image from Johan Norberg (@johanknorberg)
71
1,935
249
4,306
Load more