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From Growth To Value
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I never invest in something I don't fully understand.It could me my pea brain but how many that have $BTC truly understand everything of the ecosystem?This piece is very convincing
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An explanation of why many investors miss the best companies of our time because they are 'extremely overvalued'. The best companies beat the earnings consistently. Investing is about looking forward
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According to the Buffett Indicator (total market cap divided by the GDP) the market is significantly overvalued. But the Buffett Indicator may not work anymore today. 1/10A thread to explain
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$SEMisses on EPS (what's new?) But EBITDA beats expectations of $28.1M by almost $100M at $120.4M.Beats slightly on revenue ($1.212B vs $1.2B consensus), up 98.7% YoY. But the most impressive
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Why I never buy an #IPO$SNOW, $PLTR, $NCNO, $AMWL, $SUMO, $U, $GDRX etc.A thread. I wait for at least 2 quarterly results, preferably more, but normally at least 8 or
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