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Brenchley Capital
BrenchleyCap
It has been a while since the company gave an update so I’m just reviewing my #NCYT investment thesis.Key takeaways from recent updates:1) Debt free, cash richCash at 30 June
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calvinfroedge
calvinfroedge
Airbnb estimates TAM at 3.4T, 1.8B for short term stays, 210B for long term stays, 1.4T for experiences. These estimates seem high as global hotel revenue ~600B 2019.What they don't
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Motorhead
BradMunchen
1/ $TSLA Model Y seeing production issues in China. -Orders after Jan-4th won't be delivered till May/Jun-Orders in May won't see delivery till Oct-Big EV demand now b/c license regs
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Joe Frankenfield
SagaPartners
A little thread on growth expectations:1) Given the increasing focus on “growth stocks” in recent years, thought it would be an interesting exercise to look back at the fastest growth
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Jesse Guarascia
Guarascia
Obviously this is in the states but I'm hearing more and more stories like this in Ontario: individuals abusing alcohol because of the pandemic. And when you have a publicly
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FLinvestor
FLinvestor_
The more $FTCH research I do, the more I believe $JWN business (especially E-comm) is very mispriced. E-comm has grown, as a % of net sales, at 10.5% pa from
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Walnut Ave Value
walnutavevalue
Long $MGPIBad stuff first: commodity contract distiller, dependency on bourbon boom continuing (bourbon sales are up 4x since 1999)Now, the good parts:1. I've wanted to buy this for long, but
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Ikenna Ronald Nzimora
ronaldnzimora
A friend once write a book on "How To Avoid Cultism in University" and was trying to sell it to SS 2-3 students in Secondary School and failed miserably.When he
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Lewis Cohen
NYcryptolawyer
1/ @jchervinsky - You are right, but there’s not even more important point getting missed by the #XRPCommunity. Ripple Labs are accused of violating Section 5 of the Securities Act
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Van
vizovisek
You joined twitter to start with affiliate marketingBut you have no clue where to start?Let me break it down for you''How to start with affiliate marketing today''- THREAD - 1/14''Choose
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Bayo Adeyinka
greaterbayo
The Law of TithesThis is not what you're thinking . A short while ago, I sat at a performance review session with two of my colleagues who joined recently. Sometimes, I
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Andrew Neil
afneil
In one of the most egregious examples of value destruction in newspaper history, JPI Media (formerly Johnston Press), owners of The Scotsman and a raft of regional titles, is sold
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Akheil Singla
AkheilS
As Congress continues to stumble around whether to direct $$$ to state and local governments, I think it might be worthwhile to check in on America’s 5th largest city, Phoenix,
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Mystic #BLM
MysticDistance
Plans must have seriously been delayed due to COVID-19 issues. This is what we are seeing with a lot of publishers, including first parties. Even if COVID isn't directly affecting
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Josh Schultz
joshuamschultz
Understanding how you yourself view your business in fundamental in how you approach grow it, solving problems, and making decisions.If you haven't figured out how you view it, take some
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Supriya Paul
supriyapaul93
One of the most pivotal experiences of my life was doing an internship in sales at the age of 18. I worked for 3 months for a magazine selling their
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