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Keubiko
Keubiko
Time for a quick #TalesFromInvestmentBanking 1/n as a relatively young associate, I was given a file to "manage". Essentially, a tech-oriented company was raising a large VC round, but for
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Glen W. Peterson
GlenWPeterson
MPLX 14 percent yield needs another look...FCF is increasing and they authorized a $1 billion buyback of shares. MPLX views buybacks as preferred over cap ex. spend given units are
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Dividend Wave
DividendWave
One of the biggest challenges of new $INTC CEO will be how to deal with the lost leadership in foundries10 years ago Intel commanded the market with superior productsThat dramatically
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Aditya Mehta
aditya942000
#Fairchem A specialty chemical co. into mfg of AROMA CHEMICALS, NUTRACEUTICALS & OLEOCHEMICALS.-Its parent co. Fairfax Holding owned by Billionaire Investor PREM WATSA.- Fairchem came into exitence in after FAIRFAX
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SWARNASHISH CHATTERJEE
SwarnashishC
Biocon:A thread about Business model & Unprecedented growth opportunity in Biologics (1/10)@unseenvalue https://twitter.com/unseenvalue/status/1261704534637805573 Small molecules:FY 20 revenue Rs.2,094 crores (33% contribution), 18% up
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Donut Shorts
DonutShorts
1/ $STWD took $34MM mark to market charge in Q3 against its JV interest in a portfolio of 4 regional mallsCharge necessitated by updated appraisal value of properties as part
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Corry Wang
corry_wang
1/ Lessons From The Tech Bubble:Last year, I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era, to try to understand what it was
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Hunter
rhunterh
Here’s a thread about home ownership as someone who just sold their first primary residence Quick preface: numbers are approx and high-level (pretty much just initial equity, debt service,
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Harish Krishnan,CFA
hktg13
Extremely low odds of instant gratification vs significantly higher payoffs of delayed wealth creation!Fascinated by lottery sales explosion in Kerala(last year was approx 12000cr).Over 79 million lottery tickets sold every
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Kiran Singh Rajput
Kiran24Rajput
Detail analysis on 'mere' 635 Crore market cap stock "Black Rose Industries Ltd"CMP: Rs 125(definitely not a recommendation to buy)Thread 2. Asia Fab Limited now known as Black Rose
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Nikhil Porwal
nikhilporwall
Apcotex Industries is an unknown and highly under researched company. The co is the top producer of Synthetic Latex and only producer of NBR (product under Synthetic Rubber division) in
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WAR52
WAR527
Very interesting deal announced today, for many reasons. As @Landmannery posted earlier, Surge Energy has agreed to acquire Grenadier Energy Partners II for $420 mm. The backstory behind Grenadier is
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BSB💣
StreetBomber
Enter the age of Renewable Energy Fintwit. As @EnergyCynic and I were chatting this morning, we concluded #REFT is gonna be REKT... A primer on why these renewable investments are
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Gniewomir Flis
gnievchenko
Recent EU hydrogen strategy aims for 2x40 GW electrolyser deployment by 2030. Half within the EU, half in neighboring countries like Morocco and Ukraine.What will EU hydrogen strategy mean for
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💧 Tim Buckley
TimBuckleyIEEFA
How good is a (taxpayer subsidised) gaslit recovery, shout @ScottMorrisonMP & @AngusTaylorMP for raising political donations. Meanwhile, the fossil gas industry is full retreat. @APAGroup writes off $249m cash on
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Secret Capital
SecretCapital_
All revenues are not created equal, by Bill Gurley in 2011 - still quite relevant today.Bill nailed back then, in very simple words, what most investors only realized over the
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