julie young
@juliey4
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ladies if he has a sports car that’s not your man that’s a boy who doesn’t know what compound interest is
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i hope my fiancé is available for sex tonight otherwise me and the girls might get together in roblox and take down a hedge fund
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talked to a girl who didn’t include someone in her bridemaids bc that person has an android and it would “mess up the vibe in the group chat” 💀
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i just ran the math on this
if you had taken a long position in all of the public companies he was bearish on, you would have returned 61.48% (vs S&P 5.47%).
even if you exclude TSLA, you would've returned 23.33%
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my girl friends and i refer to each other as "guys" literally all the time
IRL, in group chats, etc. "hey guys, wait guys, guys omg" etc. etc
it really annoys me when people say "guys" is gendered bc it truly does not feel that way to me. am i alone here?
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underrated WFH effect: I know a handful of women 7-9 months pregnant who haven't told most of their coworkers yet. its so awesome. no one to subconsciously give them less responsibility, no one to idly wonder "if they'll come back." no one wonders if men will come back lol
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show me the Amazon DCF from 2001 that accounted for AWS i dare you
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The first day I met Matt I told everyone I knew that I had met the man I was going to marry. This post is dedicated to all the wonderful people in my life who kept this a secret from him long enough for me to lock it in forever 😂😍
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the fact that a ~30 yr old steve jobs causally dumped $50-60mm into Pixar while it FAILED for like 3-5 years before shipping Toy Story is so underrated like wth 😂
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Apparently the average millennial spends $2,008/yr at coffee shops. And let me just tell you this is my actual nightmare scenario as a 90 yr old
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were you looking for a 3000 word deep dive on Sea Limited, one of the fastest growing Internet companies in SE Asia? $SE
well today is ur day here u go!!!!
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imagine being the CFO at meta spending 13+ yrs doing FPA for highly complex tech projects in various macro environments. and then someone sends you a medium post being like "here is the formula for FCF. if you reduce the components by arbitrary amounts, you can increase FCF"lol
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galloway has declared clubhouse is DOA. incredible news for me and all the other investors 🥰
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Julie Portfolio 2020:
Account 1: +190%
Account 2: + 92%
vs S&P 13.72% 🤩
This was driven mostly by gains in $TWLO, $SHOP, $SE, $FSLY, $ETSY, and $BILI
excludes a small amount I sold and lost trying to be a cool day trader in March. also excludes some long term crypto holdings
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some good stuff from a social media user interview with a 14 yr old girl yesterday:
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believing that people will download a social app bc it is powered by blockchain is like believing people downloaded FB's mobile app bc it is built with React Native
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this is the company that makes those little cookie biscuit things you get on airlines lol
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i'm thinking about that one Berkshire Annual Mtg where someone asked Munger why Buffett was so much richer than him and his answer was "Well ,why is Albert Einstein so much poorer than me?" 😂😂😂😂
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jeff made coffee at HOME
What's his secret? What made Jeff Bezos the richest man on the planet?
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sry for the salt but this is infuriating to me. not only is Galloway consistently wrong + extremely dumb, he's also a sexist POS. undertones like this are exactly why we have so few women going into finance
What happened here (i.e., GMS)?
--It's about sex...
--Specifically, young men not having (enough) sex
--Sex leads to relationships, obligations and guardrails (don't get in fights, we need you. Don't gamble your paycheck, we need to save for a house)
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my investing style quite literally is:
- track companies obsessively for months and months and months
- decide i like the company
- don't do anything
- keep tracking the company
- wake up one day and randomly decide to pull the trigger for no particular reason at all
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the market was up today but all my big positions got absolutely annihilated love that for me
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I wrote about MGA Entertainment, the toy company behind "LOL Surprise!" dolls. These dolls have done over $9 billion in revenue since 2018 (🤯!!!!)
Totally insane story about how the company hacked the YouTube unboxing trend--> read here:
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I only own a small-ish number of companies. During the year, I usually just add to existing positions and maybe buy 2-3 new cos. I usually do a lot of research
2019: $BYND, $FSLY
2020 (so far): $SE, $QDEL
Currently thinking abt:
$LULU
$SQ
$ADYEY
$FIVE
lmk if you have thoughts!
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underrated fact ---> the two most important + high-growth social media companies are Snap and Tik Tok, both of which have their US headquarters in LA.
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the number of men who laughed at me for holding crypto in 2019 that have now turned into ~decentralization thinkfluencers~ is lmfao
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i’ve dated over 100 men aged 18-36 in the last 10 years and let me tell you they all joined clubhouse last week
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the longer I work in the real world, the more shocked I am at the number of incompetent white guys who are given soo many second & third chances even tho they failed in their previous positions. whereas I know plenty of women who failed once and had their career prospects erased
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My grandpa is 100 years old today! He was born in 1920 wtf 🤯
Pic from pre covid times 🥰
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man i really didn’t want to have to increase my position in fb but the signal is so strong
You (Zuckerberg) have:
—Perverted our elections;
—Depressed American teens; and
—Made discourse more coarse.
Bitch, you should never hold a US flag.
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plz don't refer to your entry level female employee as "very organized" when what you mean to say is "high performing" 🙃
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i love how unicorns in the $1-8 billion range are the new penny stocks
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Do the opposite of everything he says tho lol
Overvalued unicorns:
— Pinterest
— Snap
— Twitter
— Peloton
— Slack
— DoorDash
— Lime
— Palantir
— Uber
— Compass
Will lose 80% or disappear:
— Tesla
— WeWork
— Robinhood
— Lyft
— OYO
#nomercynomalice
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"it wasn't a liquidity issue it's just that we didn't have the CASH"" - robinhood
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at wharton i had this professor who only gave us "open-book, open-Internet, open-classmate" exams. the catch was everything was graded on a curve lol. probably the best prep I ever had for the real world
School: Asking other people for the answers is cheating.
Life: Asking other people for the answers is a superpower.
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we were having a recession this morning and then I didn't check the internet for ~5 hours and now it appears we have recovered from the recession?
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i'm scared of a lot of things in life but I'll never be as scared as I was in my early 20s when I was working in finance and someone TOOK MY **MOUSE** AWAY so I'd get faster in Excel lol
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HUGE news in the world of online communities today - the "What Would Virginia Woolf Do?" facebook group for women age 40+ (currently at 30k members) is CLOSING DOWN, getting off of fb completely, and moving to a separate paid app ($5/mo or $35 annual).
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I AM CRYING LAUGHING
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sometimes I think abt the ppl I listened to for career advice in my early 20s and i literally cannot stop laughing 😂😂😂😂
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substack could take on GLG so easily
GLG does $500mm+ in revenue connecting experts with people who want to pay $ hourly for access to experts
so many people with niche, useful expertise on substack, and discovery/vetting is so much easier too
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half my friends are like really into tik tok and the other half have huge signs in their kitchen that say COFFEE and there’s no in between
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$SE Q3 earnings call recap:
(STOP ASKING ME IF I SLEPT THROUGH MY ALARM, DO U HAVE NO FAITH IN ME i'm slow at typing 😂😂😂😂)
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i've decided to make the theme of my substack "totally F*ing insanely successful companies that no one talks about." if anyone has any succinct, witty name suggestions plz lmk!
were you looking for a 3000 word deep dive on Sea Limited, one of the fastest growing Internet companies in SE Asia? $SE
well today is ur day here u go!!!!
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obviously this is not a ton of time and we are in an unprecedentedly weird economy. i will re-run numbers at 1 yr mark, 2 yr, 5 yr
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i didn't realize so many ppl were insecure about the city they chose to live or not live in
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i’ve gotten a lot of DMs asking if i will be publishing an update to the $se article i wrote last year - i just finished the updates 🥰
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women asking Qs on earnings call: hi. i have one question *asks clear, concise, thoughtful question*
men asking Qs: i - um - hi hello - hi congrats. my one question is i know you can't give color on the year but maybe you can provide more color on the year? and then my other Q
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a crazy story I learned today!
when Lucasfilm first went out to license Star Wars to toy companies, Hasbro and Mattel both turned them down. a small company in Ohio called Kenner took on the deal after execs read through the first Star Wars script
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Why is it called FInance but randomly some ppl call it fiNANCE? This makes no sense to me
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since I covered $FSLY's earnings call yesterday, I wanted to also cover $NET's today. recap of Cloudflare's Q2 -->
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$RBLX is expected to list sometime this year!
I wrote about why I love the company, but also why I'm going to wait a bit before deciding if I want to be a shareholder long-term
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excited to do my quarterly 4am wake-up for $SE Q4 earnings tonight/tomorrow lol. some pre earnings thoughts:
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turns out there are no margins and the VCs have been paying for like 1/4 of my salad this whole time k
i am looking forward to reading Sweetgreen's S1 hopefully this year. you don't have to be Einstein to guess that their margins probably aren't great, but why do i feel like it has the potential to sustain a meme valuation lol
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in my thousands of hours of user research on youth + social media, I haven't met anyone who uses this app
Do i have any followers who use it? or have kids who use it? looking for more context here
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my bf just picked up a phone call from his mom and she goes "I was just calling to RAGE with Julie about softbank" 😂
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does venmo even have engineers? sorry for the salt but this is a financial app
why has it gone downhill so fast?
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LA is a major industry hub for:
- media/entertainment
- tech
- aerospace
- bioscience
- toys
- finance/VC
- food
- fashion
- art
how crazy is that?!
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the man obviously is one of the greatest storytellers of all time but he knew NOTHING about linear storytelling and just kept plunging his personal capital into a “pipe dream”? imo that is just as impressive as shipping the iphone lol
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my great uncle pete turned 107 (!!!!) and got interviewed by the local news. he says the secret to longevity is staying active 🥰
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you know who also enjoys sex? women! you know who also has trouble acknowledging + dealing with their emotions? women! you know who also get lonely? women! you know who also like stimulus? women! who knew!!!!!!!!
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corporations: yes let’s ship everyone a plastic drawstring backpack, a useless notebook, an ugly t shirt, and a swell bottle bet they’ve never gotten these things before
landfills: 😭
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$SE with another amazing quarter this morning, honestly this is starting to get boring 😂
stock is up ~10% as of the time of writing this 🎉
Overall FY 2020:
- GAAP revenue $4.4 bil, up 101% YoY
- Gross profit $1.3 bil, up 123% YoY
- Adj EBITDA $107mm, ($178mm for FY 2019)
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there is a lot of talk about retail investors and the renaissance of trading but I promise you it will not feel this way once the market comes down and it becomes hard to get good returns again 🤷♀️ people will stop investing, just like they have after previous economic downturns
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$SE Q3 2021 here we go!!!! (Sorry this is a day late, I was out of the country + jet lagged and didn’t want to wake up at 4am lol)
Overall pretty impressive and boring quarter as usual! here are some of my thoughts -
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I opened a small position in $TWTR today. I have not been a huge fan of the stock in the past, but wanted to own some for a few reasons:
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my favorite was a few years ago when someone asked Charlie why Warren was so much richer than him, and Charlie's reply was, "I don't know, why is Albert Einstein so much poorer than me?" 😂
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"yes you must get permission from the CFO to buy a $100 hard drive. but totally cool to call a $45k meeting and run it poorly. nbd my friends!!!!"
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The next social media behemoth will be a game where you do something together but no one wins
Girls will play it bc it gives them an excuse to talk/hang
things I did w my friends in middle school: bake, look at yearbooks, play sims, make up dance routines
(Games w no winner)
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if you hit me in the replies w "BuT iT'S HeLpFuL FoR CoMPaNy PLaNnINg iF ShE TeLlS ThEm SOoNeR" i will block u lol
unplanned shit happens all the time to men and women. companies can deal
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the convo that none of us millennials are ready to have is that gifs and memes are for old ppl now i'm sorry to report this 😬
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my cousin was like "i found your twitter what are you talking about on there" 😂
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me: I like to sleep in on saturday
tik tok: that's actually a trauma response
me: ?
tik tok: and u have ADHD
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a few years ago i wrote a "stock market for beginners" primer for some of my friends. I only wrote a few chapters / i might turn it into a full book one day. but more importantly HOW WAS AMAZON $852 IN 2017 WHEN I WROTE THIS !!?!??! 😂
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this is wrong and imo the biggest thing ppl get wrong about community-based networks
a community is a group of people who get value from other members, not from the broadcast of one entity
no one wants to be a member of a community controlled by a company or brand
Every company website has an "about us" tab
Every company website will have a "community" tab
It's only a matter of time
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BTC 1 yr return: 384%
$SE 1 yr return: 422%
like them both but just saying
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the Shop app might be the most underrated story in ecomm this year. who isn’t using it for most non commodity online purchases at this point? and the new updates are beautiful. absolutely stunning execution by $shop
I’m gonna go out on a crazy limb here and say that I actually expect Shopify to eat some not all of Amazons lunch over the next few years. Amazon never cared about UX and it’s finally catching up w them
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i love January bc men are like "here's what I learned from not drinking for 3 weeks" and every woman on earth who has ever been pregnant is like wow congrats lol
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How does Snapchat not own QR code payments this is such low hanging fruit 😭
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CONGRATULATIONS
@TurnerNovak
on your debut fund!!!!
turner is an incredible thinker - he has genuinely unique theories and is essentially always 10 steps ahead of the hype. he will have one of the best track records of our generation 🔥
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this is my first
#proudinvestor
tweet 😈
@JomboyMedia
is going to be one of the biggest sports media companies in the world,
@TalkinJake
@Jomboy_
@trevorplouffe
are geniuses
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“things are disorganized, let's hire a senior person with a vague sweeping title. maybe they can fix it." - big companies 😂
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oh god
"Facebook’s metaverse is dead on arrival." - Scott Galloway
Sometimes bells are rung at the bottom.
From:
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$ETSY is up 205% since this tweet. i remember being blown away by their earnings that day. market prices definitely make me uneasy right now - I'm trying to mentally prepare for a big downturn. that said, I've been mentally preparing for that for 8 years now... 😭
one day I'll shut up about $ETSY but today is not that day. even with today's jump, I honesty think this is just the beginning for them. you know amazon handmade? yah me neither
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Me: it is a mild inconvenience having to open the chicken coop door in the morning
Bf: no worries I’ll install a solar panel to the roof and connect it to an Amazon dash button
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