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Septum Capital
Soumyazen
I review cursorily many stocks. I like some and keep it in my pipeline for deeper dive based on priority. Liking a stock after a cursory review or having a
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$SKLZ Getting queries as to why I said Skillz is the best business model I have seen in recent times. Show me a business operating at 95% GM, 4 month
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Merry Christmas to all of you. Based on what I have seen in my 3-4 months stint here at FinTwit, here would be my year end advice:1) Do your own
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1> $SKLZ I share my convictions but I try to stay away from long discussions & arguments about the thesis mainly because it is time consuming especially when the time
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1> $TDOC Per call with Cramer, Teladoc CEO mentioned only 10% of visits are covid related. Since 18% of revenue is visit related, that makes direct covid impact to revenue
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1> $TDOC The price appreciation of this stock from mid Feb to now is around 60% while revenue grew at several times of that number. The registered user growth in
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