Home
Discover
Trends
Leaders
Trending Assets
Top investors this month
Trending Assets
Top investors this month
@ekmokaya
Erick Mokaya
$16.1M follower assets
34 following312 followers
PortfolioPostsCommentsTradesWatchlist
Erick Mokaya's avatar
Erick Mokaya
$16.1MFollowers
@ekmokaya05/31/2022
Constellation Software
"Constellation is an acquirer of vertical market software companies that provide mission-critical solutions to the customers that utilize our software. We manage, build and grow these businesses and never sell. Our goal is to generate a rate of return on each of these investments at or above our hurdle rates."
post media
Erick Mokaya's avatar
Erick Mokaya
$16.1MFollowers
@ekmokaya05/26/2022
The state of the US housing market:
"The housing market is sending clearer signals that the pandemic-driven housing frenzy is coming to an end. Nearly one in five (19.1%) home sellers dropped their price during the four week period ending May 22—the highest level since October 2019" $RDFN
post media
Jensen Butler
@jensen05/26/2022
So interested in how all this plays out. Anticipating “buyer’s remorse” going to have some Google trend spikes
Add a comment…
Erick Mokaya's avatar
Erick Mokaya
$16.1MFollowers
@ekmokaya05/25/2022
Sequoia: The markets is focused on who is profitable not who is growing:
post media
Lester Leong
@prometheus05/25/2022
Makes sense due to all the macro events going on. I was actually looking into buying some decent insurance companies to follow this trend.
+ 2 comments
Erick Mokaya's avatar
Erick Mokaya
$16.1MFollowers
@ekmokaya05/23/2022
Paypal CEO was quite confident last week:
$PYPL CEO on the current state of BNPL:

"The era of some of these companies using venture-based money to fund contra revenues to get placement, it's done. People have to become profitable...And by the way, if those deals were profitable, we would have wanted them"
post media
Reasonable Yield
@reasonableyield05/23/2022
I find it amusing that a fairly robust, profitable, business like PayPal is being degraded at similar clips to more nascent, younger, non-profitable, payments companies.
Add a comment…
Erick Mokaya's avatar
Erick Mokaya
$16.1MFollowers
@ekmokaya05/20/2022
Brilliant thinking on repurchases by $TGT
Lower them when needed, and increase them when you want to.
post media
Paul Cerro
@paulcerro05/20/2022
You'd think they'd either buy more or not cut at these levels considering they'd go way further now then when it goes back up
+ 1 comment
Watchlist
Something went wrong while loading your statistics.
Please try again later.
Already have an account?