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Flywheel Research
flywheelfunds
1/12 Valuing a Disruptive Businesses: Naked Wines ($WINE) Case Study. In my intro last week, I promised examples of using ROIIC & reinvestment rate to value disruptors. $WINE is an
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Thibaud Maréchal
thibm_
1. Is bitcoin the world’s safest reserve asset?Having bought $250M of bitcoin, NASDAQ-listed MicroStrategy’s opening gambit says so.Let’s analyze what it means for Wall Street, corporate treasuries and Bitcoin. Thread!
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Josh Artus
Josh_Artus
2020 ListEnding the year with a thread on the 20 articles, videos, reports that I’ve enjoyed the most on issues around health, cities, climate change, real estate and want to
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FROG ™ (sniping αlpha) ✨
froggytrade
CAMPFIRE TIME FELLAS, GATHER ROUND!!!$SFOR DD THREAD COMIN IN 3.. 2.. 1.. THE PROBLEM Everyone is familiar with $ZM Zoom’s security issues by now, and if you aren’t, get
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Dr Sonia Adesara
SoniaAdesara
The virus has exposed not only gross incompetence, but cronyism & corruption at the heart of governmentWith contracts for chums and billions of tax-payers money siphoned off to the private
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Scott Willis
ScottW_Grizzle
(1)Aphria $APHA is trading for ~$25. If the Tilray $TLRY merger goes through Aphria investors get $38A 55% return is up for grabs, but it doesn't come for free.Time for
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Stuart Theobald
rationalhill
This "only a few" benefit from BEE narrative really needs to be challenged. Lets get some facts straight... a thread.https://twitter.com/StuartPringle1/status/1303998545272492033 The BEE Commission analysed almost 6000 BEE certifi
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🤖 Leshner
rleshner
A lot of folks believe @compoundfinance / $COMP came out of left field. Anything but.It takes a long time to become an overnight success, and it often requires standing on
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HoldenWalker99 🇺🇸
HoldenWalker99
Predictions for all of these PSPA amendment items, keeping in mind that I am just an anonymous retail investor w/ no real connections in housing, govt. or equity/policy research &
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your broker
yourMTLbroker
Some thoughts on Home Depot, which is up 1,250,450% since going public in 1981, or 27,4% CAGR.$HD Home Depot is the world’s largest home improvement retailer. They offer customers a
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Dr. Asatar Bair
asatarbair
The stock market, investment, capitalism, and Marxism: A threadThe massive increase in the price of Gamestop stock and subsequent market chicanery (the app Robinhood cancelling the ability to buy fractional
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˗ˏˋTiaᴮᴱ∞⁷ˎˊ˗ is 🐋 of ▶️ #GrammyNominatedBTS 💜
MrsTOH2O
I just read a comment that BH ruined Hobi's birthday with the announcement that will make him and the rest of BTS be able to focus on their music more
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Alec Stapp
AlecStapp
The CEOs of Apple, Amazon, Google, and Facebook will be testifying in front of Congress today.Critics want to break up the companies.Here are the 10 myths about Big Tech and
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Heikki Keskiväli
hkeskiva
1/The best long-term investments benefit from the tailwind of MULTIPLE EXPANSION.In this thread, we'll take a look at how the honorable “100 baggerdom” can be achieved, using well-known companies as
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🕎 Anti-Racist Fash-Basher Account 🕎
KetaMeanGirl
If you’re in the DR and you unironically use the term “incel,” you’ve fallen for a media-promoted ghey-op designed specifically to make young men (especially white men) seem like ticking
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Paul M. Kearney
GStrategerist
This is a welcomed step, but if you read the comments (I should have known better) you'll be dragged into a cesspool of narrow minds and shitty takes.So let's set
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