#Revenues

Peter Young (The Austrian)

TheAustrian3

Weimar Germany's hyperinflation provides perhaps the most dramatic example of the destruction that ensues when money dies.This 16 tweet thread summarizes Adam Fergusson's definitive account, and explores the lessons we

mavix

mavix_leon

Livechat Software $LVC $LVCP @LiveChat SaaS company under the radarunbelievable profit margins Revenue growth 45 %Rule of 40 > 9031.000 customers in over 150 countriesmanagement with skin

Gbénró Adégbolá ن

GbenroAdegbola

The tragic Beirut blast the other day is still in the news. It provides a good opportunity for us to take a look at a demographic group of Nigerians many

Tay

TaylorQuant

NOVACYTBlackRock are currently buying Novacyt.But in which funds, and what does any of it mean?It means a lot, so...Thread #NCYT #ALNOV #NVYTF #GDR #AVCT #SNG #SYME #QGEN #FAB First thing

Puru Saxena

saxena_puru

1) My investment philosophy + Disclaimer -I'm a full-time investor and my concentrated portfolio is comprised of (primarily founder-led) high growth companies with large addressable markets. I usually look for

Max Bosenko

maxemotion24

1. I see a lot of posts and comments on Twitter with people being very cautious and skeptical when it comes to investing in Russian companies. I totally understand where

Filter Coffee ☕

FilterCoffeeHQ

While Nadella's magic turnaround of Microsoft is commendableShantanu Narayen, pulled off an equally ballsy transformation of a struggling Adobe Quick 2) Like countless other global-tech CEOs, Shantanu has middle

Shrey Srivastava

BlogShrey

#DDDD $LBPS $LOACA thread on the potential near term catalysts behind why I have increased my position in 4d Pharma @4dpharmaplc (LON: #DDDD): 1) NASDAQ listing. This is the most

Ideas Untrapped

IUntrapped

#IdeasThatMatter STATE CAPACITY starts here. The fundamental question, what is STATE CAPACITY."State capacity describes the ability of a state to collect taxes, enforce law and order, and provide public goods."

Dhaval Patel

dhaval241086

GST Collections Rise To ₹ 95,480 Crore In September, Highest Since Lockdownhttps://www.ndtv.com/business/gst-collection-news-gst-collections-rise-to-rs-95-480-crore-in-september-highest-since-lockdown-2304162 Rail freight loading rises

MOAT Investing

InvestingMoat

Easy to follow DD on $PRCH A unique business model (a play on vertical SaaS). We see 2X potential with continued execution and large TAM ahead.@JonahLupton @Fintech_IBank @saxena_puru @WallStJesus @MatthewMcCall

ESG-FIREAT40

frivid40

1/X Cleantech case Company: $EWS Environmental waste internationalLIST:TSXV MCAP: 47 M$Business: recycling reverse polymerizationMarket size: 158 billion $Comparable peer : $SESUpside to peer evaluation: 429 % $GDNP

Larry Schweikart

LarrySchweikart

https://sports.yahoo.com/big-ten-canceling-nonconference-games-a-sobering-moment-for-college-football-221416034.html1) Folks, this China Virus may be the opportunity patriots and Americans need to finally dismantle so-called "Higher Ed

Robert Kelchen

rkelchen

Happy July, everyone! Unfortunately, I'm convinced that this month will be one of the worst months that American higher education has experienced in a long time. Thread alert. (1/) First

Greg Walsh

walshgb

My brother and I both own stock in Roper Technologies ($ROP) and we jointly read the company’s annual reports for the past 15 years (2004-2019). We did some additional background

Valuations

Valuations_

VALUATION TIME: Reverse engineering the game engine software Unity $U IPO trades Thursday 9/17 at a midpoint of $38. What inputs would be required to justify buying? 2/ Unity boasts

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