#Financials

Nihar Sheth

nsheth12

I’ve been spending a lot of time learning about the online gambling space lately. To understand online gambling, though, I had to understand the "land-based" gambling ecosystem first.There are many

Francis Investing Analyst

InvestiAnalyst

$APPS - 25% My Full Earnings Call Takeaways + Analysts notes1/ Basic Info - Rev of $89M vs Exp $75M Exp. (16% beat)- 146% Growth YoY (58% organic growth

Matt

matt_invests

nCino $NCNO -> $69.33, MC $6.7B, P/S 36A single end-to-end cloud-based solution that enables financial institutions to increase transparency, efficiency and profitability while ensuring regulatory compliance.I am long $NCNO Brief

Innocent Bystander

innoc_bystander

Retail CRE-What’s going on?Where are the risks?What are ST and LT implications?I’ll let people who are adjacent specialists (investments, development, lending, etc.) add what they will and will try to

Rohit J. Gyanchandani

RJGyanchandani

Are Special situation funds really special?A thread Bonus: Comments on Axis Special Situations Fund (NFO) NFO: New Fund Offer is like an IPO of Mutual Fund Scheme. The scheme issues

Smart Sync Services

SmartSyncServ

Hester Bio 2019-20 AR Notes Part 2Before you move ahead, get some background here:https://twitter.com/SmartSyncServ/status/1292710653879361536 1/Strategy for Sustainable Growth•Customer-centric approach•Win-win Partnerships•Operationa

Richard Chu

richard_chu97

My portfolio as of Jun 30, 2020:$LVGO – 28.9%$CRWD – 16.7%$ZM – 13.4%$DDOG – 13.0%$AYX – 12.2%$ROKU – 2.9%$GH – 2.2%LINK – 1.0%Cash – 9.7% Performance:+116.6% YTD vs -4.04% S&P

Joe Pompliano

JoePompliano

One dinner could cost two professional athletes millions of dollars.Time for a thread 1) During a recent road trip in Chicago, Cleveland Indians teammates Mike Clevinger and Zach Plesac

Daniel

DPogrebinsky

been looking in detail into $fubo & their financials & unless im a complete idiot being an investor in this stock at these levels is madness. Dont want to appear

Abdulla E Fakhro

abdullaefakhro

1/ Lifestyle changes are contributing to a startling rise in infertility today.Up to 5% of couples facing difficulties to conceive seek in-vitro fertilization (IVF) as a last resort solution.This is

Mukund Mohan

mukund

1. $ZI: $41.7, (+4.45% YTD), 52WH $64.4, 52WL $30.83, FY20 Rev $465M, (+58%), FY20EPS $0.31, (-34%) $ZI helps B2B marketing and sales professionals find target customers, leads and accounts. They

Smart Sync Services

SmartSyncServ

Notes on AR 19-20Piramal Enterprises:AR of PEL is an ocean & it would be a gigantic tweet thread if we cover everything.So we broke it into 3 parts:1.Strategic Overview2.MDA3.FinancialsThis thread

Kwiksadic

kwiksadic

$ENGMF - Grew 400%+ in 2020, 120% in 2021. Trading at 5x NTM reveSports/gaming is getting BIG and doing so very quickly. $ENGMF is a content platform centered around the

Peter Yang

petergyang

Creators have a hierarchy of needs as they grow. Understanding these needs helps you build products that creators love. New post and thread below https://peteryang.substack.com/p/creator-hierarchy-of-needs A creator's needs are:Publish1

Fresco

enigma3916

As I referred to in my pinned thread, I focus on finding the best pick and shovel plays in each industry. I'll be doing deep dives on each of the

Greg Olear

gregolear

Trump is a Russian asset, a mob money launderer installed by his mob whoremasters to sow chaos and weaken the US & our allies. EVERY SINGLE THING HE’S DONE since

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