Walt Disney Co (The)

Cool visual of how **$DIS** ‘s acquisition of Marvel changed up the cinema game. ![image](https://cdn.commonstock.com/a636677910938e64c1fb05cbc72dc3c96392520b0f41f3a631843d01c5894d0c-1198x1197.png)


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MT Capital

Piton Investment Management - ClearShares Piton Intermediate Fix

LTC Properties, Inc.

Mastercard Incorporated - Class A

PayPal Holdings Inc

Visa Inc - Class A

Transaction Volume (as measured by Transactions per Second) on the rails [$V](https://twitter.com/search?q=%24V&src=cashtag_click) [$MA](https://twitter.com/search?q=%24MA&src=cashtag_click) and even with [$PYPL](https://twitter.com/search?q=%24PYPL&src=cashtag_click) greatly exceeds that of [$BTC](https://twitter.com/search?q=%24BTC&src=cashtag_click), [$ETH](https://twitter.com/search?q=%24ETH&src=cashtag_click) & [$LTC](https://twitter.com/search?q=%24LTC&src=cashtag_click)

![](https://cdn.commonstock.com/a418d44ddcae793926150e1ac58f33acc89a42ea0d756e8934d62820b2c2e9ce-367x306.png?fit=max&w=704)

16h ago @desota tweeted: "#Bitcoin flat ahead of #Fed decision, ou.." - read what others are saying and join the conversation.

https://twitter.com/search?q=%24BTC&src=cashtag_click

$BTC - Twitter Search

The latest Tweets on $ETH. Read what people are saying and join the conversation.

https://twitter.com/search?q=%24ETH&src=cashtag_click

$ETH - Twitter Search

14h ago @DesireYavro tweeted: "#Panama is poised to approve the use of .." - read what others are saying and join the conversation.

https://twitter.com/search?q=%24LTC&src=cashtag_click

$LTC - Twitter Search

https://twitter.com/search?q=%24MA&src=cashtag_click

On Apr 24 @unusual_whales tweeted: "Earnings next week!

$KO
$ATVI
$AMP
$MSF.." - read what others are saying and join the conversation.

https://twitter.com/search?q=%24PYPL&src=cashtag_click

$PYPL - Twitter Search

On Apr 26 @JesseCohenInv tweeted: "Happy Tuesday!

*Here Are My #Top5Things.." - read what others are saying and join the conversation.

https://twitter.com/search?q=%24V&src=cashtag_click

$V - Twitter Search

Highest amount of cash on the sidelines since 9/11 (my previous post was meant to have this accompanying image).
![](https://cdn.commonstock.com/7f7376296c6ea09960d14d46f3c0b142ebb07799d50699bdc1ee7322f877df0d-1170x682.png)

Highest amount of cash on the sidelines since 9/11

The combined market capitalization of Public SaaS companies has been destroyed over the last few months.
![](https://cdn.commonstock.com/12568df8089d039d86455a4a6906dcc65b2949c7634917007e29d49482ae8b0f-4096x2976.png)

Pretty wild to see the correlation between the S&P 500 and the assets of major central banks
![](https://cdn.commonstock.com/dfc9292de9a69689e7972ae8d32295bef854c317bd69e95ee6fabf8046a2f9bd-740x451.png)

The book i'm starting this weekend.
![](https://cdn.commonstock.com/c7332a915c9dd15766d9f333a9cb44c3577775e20a0c5b2904c9a73b59be304a-1536x2048.png)

After writing MT Capital Research for 1 year I have:
5000+ subscribers, 212,512 words published, 158,000+ total article views and an average open rate of 52%.
Here's MT Capital Research 1 Year Anniversary: Progress, Reflections and Advice.
[https://mtcapital.substack.com/p/mt-capital-research-1-year-anniversary?s=w](https://mtcapital.substack.com/p/mt-capital-research-1-year-anniversary?s=w)

https://mtcapital.substack.com/p/mt-capital-research-1-year-anniversary?s=w

MT Capital Research 1 Year Anniversary

Constellation Software Inc

My latest deep-dive on Constellation Software is now out. $CSU.TO $CNSWF [https://mtcapital.substack.com/p/constellation-software-csuto-cnswf?s=w](https://mtcapital.substack.com/p/constellation-software-csuto-cnswf?s=w)

https://mtcapital.substack.com/p/constellation-software-csuto-cnswf?s=w

Constellation Software ($CSU.TO, $CNSWF).

The gap between Top 5 and Median EV/NTM Revenue Multiples for Cloud Software Stocks has been normalizing quite rapidly.
![](https://cdn.commonstock.com/67bc98052005f58a645c15294bbcebd931d94ccba30ab8d21cb13ec524002a7f-1061x621.png)
Source: [https://cloudedjudgement.substack.com/p/clouded-judgement-5622?s=r](https://cloudedjudgement.substack.com/p/clouded-judgement-5622?s=r)

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! How Far Have We Fallen?? What a few weeks / months for cloud software. While it’s felt like the world has fallen off a cliff (and we have), where we stand today really isn’t that crazy. The 5 year average cloud software multiple (pre covid, so 2015-2020) was 7.8x NTM revenue. The current median is 7.4x. So despite the MASSIVE correction (many companies down 50-80%), we’re only 5% below what I would consider a “normal” multiple. I think everyone would agree it’s hard to feel “normal” right now. Now, I’d argue that the quality of the cloud software basket today is higher than what it was from 2015-2020. So comparing the LT average to current median isn’t totally apples to apples. I took a swag at what the LT average would be if it included companies that are public today but not back then (the list is long), but we’d still only be ~10-15% below the long term average. It can be a bit jarring thinking about this given it sure feels like we should be well below the long term average.

https://cloudedjudgement.substack.com/p/clouded-judgement-5622?s=r

@mt_capital1

MT Capital

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