#NFLX

🌩️𝖘𝖈𝖍𝖆𝖚𝖉𝖊𝖓𝖋𝖗𝖆𝖚𝖉🌩️

schaudenfraud

Enjoyed this post from @DubraCapital Seeing that BCG study that essentially concludedsustainable revenue growth = the best returning stocks triggered my last major investment philosophy change (on the long side)

Kostas on F.I.R.E. 🔥

itsKostasOnFIRE

Survivorship Bias and InvestingHow studying World War II airplanes can make you a better investor/THREAD/ 1/ During World War II, The US Army was trying to find ways to enhance

Crush the Index Fund Returns

indexcrusher

𝗔 𝗦𝗧𝗢𝗖𝗞 𝗟𝗢𝗩𝗘 𝗦𝗧𝗢𝗥𝗬I dated a girl around 2010Who put a % of every paycheck intoHome Depot stocks $HDME: Home Depot? That’s boringShe smiled slyly, but gave me a look

Andrew Freedman, CFA

HedgeyeComm

1/ Thoughts on this @Forbes $FUBO article - The author makes some interesting points but appears to lack an understanding of the media industry, MVPD (not mVPD!) competitive landscape, pricing,

Professor Kalkyl

Prof_Kalkyl

1/x Some additional thoughts on $CDON The more I think of it, the more interesting this whole situation becomes. For one, management's story ("Nordic Amazon", which has caught fire

Heikki Keskiväli

hkeskiva

The best long-term businesses and investments are built on the mastery of CAPITAL ALLOCATION.In this thread (), we'll take a look at different ways to manage capital by well-known companies

Jesse Livermore

Jesse_Livermore

THREAD: New Toy1/x Just finished building a new toy in python, gotta share. How it works: you type in a stock, group of stocks, index, sector, industry, factor, WHATEVER, plus

Adrián Hernández

adrivalue

Some staggering trends for mobile apps in 2020 via @appannie:- App downloads +7%- App Store spend +20%- Mobile Ad Spend +26%https://www.appannie.com/en/go/state-of-mobile-2021/More Mobile #gaming trends in 2020:- Total Consumer Spend

Benn "DJ D-Vol" Eifert

bennpeifert

Thought I'd clarify a few different mechanisms that are getting confused somewhat:1) retail speculation and short term call buying ("Robinhood")2) institutional call spread trades in tech (SoftBank etc) First, retail

Valuations

Valuations_

HAPPY NEW YEAR FRIENDS! To start off 2021, I’m going to debunk the popular myth that GameStop is the next Blockbuster. CC: @jimcramer $GME 1/ We know Blockbuster was Carl

Brian Feroldi

BrianFeroldi

My Biggest Investing Mistakes Only looking at the share priceI bought penny stocks at the startMy logic: 100 shares of $1 stock > 1 share of $100 stockWRONG!The

ReciKnows

reciknows

[Thread] $DIS 4hr. A recent @StockDweebs stock pick is a stock you should buy and hold for yearsss to come. Why? To start $DIS this week has seemingly found support

Khurram Ghufran, CFA

kghufran

Year-end Portfolio Health Check:It’s always a good idea to periodically review valuations – especially after a run-up like we have experienced over the past months. Valuations don’t matter to the

Paul Gambles

PaulGambles2

Tech tonic?According to McKinsey, the “best” sectors are “getting better” & the “worst” are getting worseThey might be rightThey often areBut to me, it also exactly resembles a bubble, especially

Ram Bhupatiraju

RamBhupatiraju

"The Millennial Consumer Index" - My picks for a DJIA style 30 stock Index with Co.'s that best serve that demographic.Fellow Millennials, What would be some of your picks?@richard_chu97 @saxena_puru

Mukund Mohan

mukund

Valuations, Valuations, Valuations. How to get comfortable with high valuations for high growth exceptional companies. A data driven thread with some examples:$CRWD $MELI $SE $OKTA For this thread I looked

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