#Profitability

Josh Schultz

joshuamschultz

Just because you need to submit financials in GAAP, doesn't mean its the best way to look at your financials. I have been teaching an alternative method of breaking down

Patrick

patrick_iele

What’s the reasoning behind $JD and $BABA to have approximately equal revenue, but much different valuations?In Q3 2020, JD recorded a revenue of 25.7 billion USD whereas Alibaba recorded 22.8

DSA Communist Caucus

DSACommunists

We need to take seriously the political economy of our moment: an age of relentless economic stagnation. Mainstream economists call this "secular stagnation" and Marxists describe it a number of

Matt 🌹🚩

floppymozz

“I love capitalism so much”Tell that to the diabetics who are dying bc they can’t afford insulin bc pharmaceutical companies chose to gouge prices in order to make absurd profits.

Alex Spanko

ASpankoNews

There are plenty of investors who see nursing homes as identical to hotels/apartments, and it shows. It’s also a distinction that gets lost in this conversation — if you have

Darrin

darjohn25

The ‘Dumb Money’ dichotomy: Be really careful with this construct specifically when it comes to trading. Public market trading is different from competitive fields in that we *need* less sophisticated

Alex Krüger

krugermacro

1/ The #Bitcoin bear case has two two components:The macro, and the miners.THREAD 2/ On the macro side, if the dollar reverses its major downtrend and/or real rates

Kyle Stull

Agronomy_Guy

Finishing up writing a newsletter article that goes out to our clients about not letting the market dictate your rotation and AgTalk gives me a gift..."$14 beans Who's planting more

HornHairs 🌊

CryptoHornHairs

I see a lot of people labeling DeFi and coins listed on uniswap as “vapor ware, shit coins, trash” - no need for all the negativity. The market seems to

Annanth Aravinthan

ProtagorasTO

1/ $DASH about to IPO for around $30B. On top of the profitability question, there's another one about the durability of that profitability (moats). Having launched 2 and 3 sided

Big Lez

biglezcrypto

1/ It seems there is a lot of growing interest in using copy trading algos and I think people need to be careful and understand the risks involved 2/ I'm

Sammy J

sammyj_19

1. I never fully appreciated how geographically biased investing in the cannabis sector is & how it colours our viewpoint. Cannabis isn't dead as an investment. Canada got it wrong,

Ameya

Finstor85

In next series of tweets, I will try to present a few key highlights on Indian Tech companies. Often I hear that people want to invest in US cuz India

Puneet Agarwal

banyanfa

For those who think that they are able to value Reliance web of Companies, they must get a Nobel Prize award in Finance. As per their latest annual report, Reliance

Camagu Holdings

CamaguHoldings

South Africa has the potential to be a major supplier of certain essential oils, such as rosemary, lemon grass, lavender, lemon balm and rose geranium. The eucalyptus oil sector is

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

By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.