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#Financials
abhishek
abhishec_s
Financials are Dead. Long Live Financials. Domestic facing sectors doing well & large private lenders suffering are probably inconsistent outcomes. Recovery in domestic economy will lead to better repayment
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Brandon Beylo
marketplunger1
Listen up you @michaeljburry fanboys/girls (myself included)! You made some money on $GME. Congrats. But do you know what else The "Big Short Squeeze" holds? Probably not. Here's a thread
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sam lessin
lessin
1/ People who believe in 'citizen journalism' fundamentally don't understand is that the 'cost' of real information is very high. Finding new facts, and validating their truth, and carrying liability
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Puru Saxena
saxena_puru
Buyers and sellers determine price - this is how the market is meant to function.Not fair for billionaires to determine what price action is legit and what isn't! When they
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Richard Chu
richard_chu97
Besides $AMWL and $SNOW, another IPO I’m really excited about is JFrog $FROGIt’s a DevOps platform that enables organizations to securely and continuously deliver software updates across any system.Here’s a
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Ian Bezek
irbezek
Some thoughts on $SQ and its dramatic overvaluation. 1/ Square is around 60% payments revenue today. Post-IPO Square's payments business has struggled, generating weak margins and losing many key customers.
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SenecaStocks
SenecaStocks
1/Not trying to be snarky here but does anyone have a good case study of a real world example of a TLV/CAC analysis where the company hit a critical mass
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Bastiaan 🇳🇱🇸🇪
BastiaanPicone
[THREAD] Lightspeed $LSPDLightspeed provides a cloud-based omnichannel commerce platform to small and medium-sized businesses. This Canadian company is growing fast and has started to attract investors’ attention.Time to do my
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Liberated Soul
Liberated_Soul3
44.94% of the shareholding of Britannia is held by London based Associated Biscuits International Ltd & other 5.8% is held by its other wholly owned subsidiaries based out of Singapore.Overall
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Mayur मयूर Thaker ठाकर
freshjiva
Reminder: there are 3 macro financial trends in $TSLA: growth, decl. leverage, and efficiency. The #1 knock on autos is its capital intensity. But these findings confirm what we've postulated
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Li
BelfortOrJordan
Kiwa Biotech $KWBT Develops, manufactures and distributes bio or organic fertilizers. Serves the Chinese market and aims to reduce the amount of chemical fertilizers used in farming to conserve the
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Michael Love
elkmovie
I think they didn’t originally, and the problem is that when it started to be one, rather than stop and ponder how to keep the platform healthy in this new
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Adam Townsend
adamscrabble
Quick thread. Holy Moly, this is the US Post Office quarterly report.Yup, they file cos they have public debt issuance.https://about.usps.com/what/financials/financial-conditions-results-reports/fy2020-q3.pdf Fiscal year 2019, U.S.P.S had a
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ztinvesting
ztinvesting
Why I finally invested in Zoom $ZM last week, even at sky high valuations, and how $ZM is changing the world.(Thread) Over the last few months, the COVID-19 pandemic has
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TerminatorAim
AimTerminator
#GDR - Some thoughts ahead of tomorrow - the results will be till June 20 - not expecting amazing financials as upto till then we are aware of £1m odd
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Ian Cassel
iancassel
Microcap investors are mainly retail investors. Some of the best microcap investors I know are small business owners. They understand the complexity, volatility, and nuances of running a small business.
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