#Valuation

just another patsy

jzanotherpatsy

Coincidentally I was also looking at $ROOT recently. It does raise too many question marks for me. Some additional thoughts below.But first, please consider subscribing to @BearCaveEmail @StockJabber.https://twitter.com/StockJabber/status/1

Andy

DowneastCapital

1/ A quick thread on Auto OEM Enterprise Values 2/ Auto OEMs present a unique challenge from a valuation Perspective, and it takes some time to untangle the GAAP/IFRS statements

natasha mascarenhas

nmasc_

I started covering edtech for @techcrunch & @extracrunch the same day that Stanford first closed campus; here's what I've learned so far (a thread) The first few months of remote

Matrix | Collector.eth

timrix

Honestly, NFT has poor liquidity and low fund utilization, if it still can't beat the ETH rise, then the investment value will be greatly reduced. Just as many people collect

Brendan J Short

brendanjshort

I did a deep dive into the history + biggest lessons from two companies that went public this week: @Airbnb and @DoorDash.In its simplest form, this is my attempt to

Randall Westgren

RWestgren

The foundation of entrepreneurship and demand theory is the value of goods. "We do not desire things because we grasp in them some mystical, incomprehensible essence "value"; rather we ascribe

Gary Black

garyblack00

@CNBC should make their commentators take a basic finance course before being allowed to comment on growth stock valuations like $TSLA. @CNBCnow talking heads keep saying TSLA wildly overpriced and

Hadid Windoro

hadidwindoro

This is an example why you have to rely on your independent research in a stock market. Instant reference, even from a trustworthy source is not always right. The things

Jurrien Timmer

TimmerFidelity

A secular fork in the road: Here, the secular bear mkts & secular bull mkts interspersed. It’s my thesis that we’re in a secular bull mkt which, at 11 years

Michael Otsuka

MikeOtsuka

Since they'll overwise be unable to fund promised strike pay, @ucu is taking the "extraordinary measure" of assessing each member a £15 "levy", via direct bank account debit. This in

Milton-Andres Bernal

MABernal7

1/ $EDV.TO acquiring $TGZ.TO Really like this deal as an EDV shareholder -Massive re-rate pot. w/ future FTSE 100 inclusion, FCF generation, healthy BS and very attractive valuation.EDV

Brian Feroldi

BrianFeroldi

1/ When to sell (thread)Selling is harder than buyingI rarely sell, but that doesn't mean I don't everHere are the 11 reasons I will sell 2/ Thesis BustedIf I was

Patrick Prömmel 💥

pwprommel

This is great, I’ll add the other side.Why founders pass on VC funding: A thread.(1/6)https://twitter.com/LeslieFeinzaig/status/1272975489645207552 They don’t need funding. They…… have runway… just raised… are self-funded… are

Chamith Halahakoon

chalahakoon

More details on the new meta-analysis on behavioural reward processing impairment in #depression by @karelkieslich, @CiaranPsi, @_a_nair, @jonroiser, @GlynLewis9 and I in @JAMAPsych https://twitter.com/JAMAPsych/status/1345053854954639360 W

Ranjeet Pratap Singh

ThEbmr

Thread of some the most important lessons I have learnt over the last few years. Disclaimer; Most of the points may be obvious or even useless in your context, read

Investment Talk

InvestmentTalkk

1) Today's Newsletter:• Portfolio UpdateI have sold my stake in $GRWG after a crazy run up, which returned +51.5% in three trading daysStill interested in the company, but i am

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