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Month: October 2018

Buy sh!t

October 21, 2018October 21, 2018 meanreversionblog Leave a comment

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Apple's NAND reselling business …

October 17, 2018October 17, 2018 meanreversionblog Leave a comment

… brings almost as much profits as Samsung’s NAND business, and contributes 4pts+ to iPhone gross margin! (Tweet this) PS: This is not investment advice! Estimates involved.

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Plenty of assumptions needed to compare today to history, but still …

October 15, 2018October 15, 2018 meanreversionblog Leave a comment

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How to make money in Crypto?

October 4, 2018October 4, 2018 meanreversionblog Leave a comment

A time tested money making idea has been to sell shovels in a gold rush. This remains true in crypto. The owner of the world’s two largest mining pools (30% of hash power, see here) makes less than 10% of revenues from mining, but makes a good 90% from selling chips to other miners. True […]

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