#Profitability

Lillian Li

lillianmli

1) Let's talk about my reaction to @packyM's Alibaba longform. (Oh yeah, Substack deserves its own reaction genre). While I enjoy Packy work, I think this piece missed local context

Shrey Srivastava

BlogShrey

I realised my tweets about #SEE have been quite fragmented, so I thought I'd do a thread summarising the stunning investment case (and why I think it will see further

The Profitabull | Invest Better | Think Better

theprofitabull

It's been more than 60 years since Philip Fisher wrote the investment classic in "Common Stocks & Uncommon Profits".The book is famous for the 15 questions which one must ask before investing

What The Trans!?

WhatTheTrans

WTT MEDIA CLASSHATE LIKE THE PRESS 101Welcome to class everyone. Today we will learn 2 different kinds of news story. Then we will ignore the good one and go for

Jamie Louko

CollegeInvestr

DescriptionHere we go. @SoFi Deep Dive SoFi is an online finance platform that aims to help high earners not well served (HENWS). Their goal is to “help their member achieve

Anil

anilsaidso

Bitcoin is confusing. Mental Models can help frame it.What are they? 'Thinking tools that you use to understand life, make decisions, and solve problems. Learning a new mental model gives

adu subramanian

AduSubramanian

Some recent buzz around $MYO so I thought I would do a thread to summarize my research. Read at your own peril. :)1/ $MYO is a med device comp selling

Joey Koh

JoeyKoh_

Notes on $U & its earnings release for Q4'20, FY20Some remarks from an amateur investorTLDR:Mispriced valuations v perfStronger headway to non-gaming verticalsGoodgaming user metrics3% IDFA to FY21 RevsPromised profitability by

A.R. (Actually Republic) Moxon

JuliusGoat

They're talking about a military coup right now and if it doesn't happen we're going to be told the best way to heal is pretending it never happened.This is how

Filter Coffee ☕

FilterCoffeeHQ

Ankur Jain turned his love for breweries into India’s topmost craft beer brand, booking $100 million+ in annual revenues Craziest part?Sequoia had actually turned him down for money, only to

Patrick

Patrick_Invests

2% position initiated in $TRITQuick summary of key pointsOffers Kratos, a blockchain-enabled, commodity trading and trade finance digital platformManagement projects:63% revenue CAGR and 64% EBTIDA CAGR from FY20-23e70% EBITDA margin11.7x

Andrew Gluck

irrvrntVC

1/Here's my thesis on investing in DTC.Experience comes from co-founding the largest independent DMA in the US and working with DTC brands like @HelixSleep @rothys @billiebody @TommyJohn + ~50 more.

Gio’s Research

gios_research

What if I told you that Tech & EV’s aren’t the only sectors with absolute companies? Don’t believe me? Check this outSecond Gem Of The Day $SLB -

Paul Ola | BTCrypto Coach 💰📊

ThePaulOla

The CBN has issued a directive banning the use of #Bitcoin and crypto in the Country...Don't be scared, here's a way around it.A very helpful #Thread #Retweet for others

Dollars and Sense

up_totheright

$FEAC $SKLZ - The future of Esports for everyone With the merger vote of $FEAC and $SKLZ finalized today thought I’d shares my thoughts on @skillz Plus I need every

The Scorpion Philosopher

thescorpionphil

Key Lessons from The Little Book That Builds Wealth: The Knockout Formula for Finding Great Investments (by Pat Dorsey). The book is all about the concept of economic moats. A

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