#Growth

Tuomas Malinen

mtmalinen

A short thread of the non-recovery of the global #economy.Let's start on the PMI -fallacy. With the PMI:s all figures above 50 signal overall increase, compared to previous month, while

Matty

DCLBlogger

Is this #NFT Art hype a bubble?$50k art drops, $100k+ records sales?Let's explore 1/ First, the data,Total Sales so far,@SuperRare_co: $4,750,000@makersplaceco: $1,460,000@KnownOrigin_io: $700,000@niftygateway, @opensea, @rariblecom, @

Dr. Ashwathnarayan C. N.

drashwathcn

A year ago, @BSYBJP took the oath as the CM of Karnataka. From the very beginning, his and our Government’s focus has been on creating jobs for the youth of

Saket Mehrotra 😎

mehrotra_saket

A big part of the PE expansion that you're seeing today has got nothing to do with accelerated earnings expectation but with the fact that the WACC is going to

Akhilesh Mishra

amishra77

The key highlights, for me, of the #Budget20211. Infrastructure spend: Very focused & detailed, right down to identifying states across the country. From Tamil Nadu to Assam. Will create jobs,

Money Theory

money_theory

1/Bruce Greenwald EPV valuation:Get a cup of coffee. Today I will help you understand the Earnings power value framework and how you can implement it in your valuation analysis.@contrarianEPS @10kdiver

Mayur मयूर Thaker ठाकर

freshjiva

For India , the opportunity in $40k cars is a tenth of the opportunity in solar. And the oppprtjnity in solar is a tenth of the opportunity in energy storage.https://twitter.com/troyteslike/status/1349144596253700096

Robert Ditrych

rditrych

P/E and P/BV ratios - different perspectives:[1] Most people think that stocks are currently disconnected from real economy, valuations are overextended and market in general in a bubble.S&P500 Trailing P/E

Gian-Carlo Carra

gccarra

This deserves a thread. And I’ll hit it tonight when I’ve finished the yard work to @barbcarra’s satisfaction.https://twitter.com/gregginyyc/status/1322977986413408256 Okay, thread time: way back B4 2010 we subsidized growth from the

Jamie Louko

CollegeInvestr

Here it is. Magnite $MGNI deep dive. The steps in this thread are noted in a tweet of mineStep 1. My thoughts before starting this were that they were $TTD

Growth Tactics

GrowthTactics

THREAD: 10 significant lies you've been told about marketing:On email marketing, ads, and referrals. "Send a welcome email immediately after signup"Don't. People will reflexively discard it as spam.Instead, delay your

Chris Kabengele

Afrogermanreprt

Finally had a chance to read this VERY IMPORTANT piece by @MaxCRoser from @OurWorldInData on the evolution of global energy prices.Let me summarize my most important take aways:https://ourworldindata.org/cheap-renewables-growth As the

Tom

thinking_stocks

Zoom announced it reached 1m Phone seats a few weeks ago, which seems to have gone under the radar. But what does 1m Phone seats actually mean?Here's why I think

बोधिसत्त्व

Bodhisatvaa

A few months back I had tweeted that In the post Trump Era, India was looking at a tough few years. Several friends chided me (even calling me an economist

Dickie Bush 🚢

dickiebush

Rolling Funds - Everything You Need to Know [THREAD]After listening to everything on the topic from the likes of:• @naval • @shl• @avlok• @APompliano • @ShaanVP• @HarryStebbings • @Alex_DancoHere's what I learned abo

Gary Black

garyblack00

According to S3 Partners, $TSLA shorts have lost $35B in 2020. I talk with many TSLA shorts, and have been on the other side of their trade all year. Here

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