#Valuation

Ryan Henderson

CCM_Ryan

Grab some coffee, it’s deep dive time. The business is Procore $PCORNot sure I’ve ever been this excited about an investment.Here’s why What does $PCOR do:In short, they’re a construction

Iced Trader

IcedTrader

$HCMC ONE OF THE MAJOR SCENARIOS I HAVE BEEN SHOUTING FROM THE ROOF TOPS...IT DOES NOT GET EASIER THAN THIS PEOPLE....SOME FOLKS OUT THERE THROWING PRICE TARGETS LIKE "05"...THAT IS

Genevieve Roch-Decter, CFA

GRDecter

The PayPal Mafia is at it again raising $1.2B for a "heavily oversubscribed" IPO of #AFFIRM at $15B valuation. Time for a thread 1) Consumer Credit. The backbone of

Peony King

peony_king

Today noticed that nearly every account I follow has a mention of a SPAC, and different ones. I believe this SPAC bull run differs from prior ones for a number

Joel Knee

joel_knee

This is my DD on $STIC. Pet industry is growing steadily over the past few years, and booming after the coronavirus. Very good timing for @barkbox to go public, so

Vincent Deluard

VincentDeluard

Big Tech valuations - a ThreadMicrosoft’s $613 billion market cap in late 1999 seemed absurd in relation to revenues of $19 bn, and yet the company is now worth $1.6

Adil Gunaslan

adilgunaslan

#Bitcoin has so many issues that #Monero solves. Let me name a few... 1. Privacy. Guaranteeing personal/business privacy and and security. Moreover preventing a surveillance blockchain with tainted bitcoin

Roderick Campbell

R_o_d_C

*Sizzling* new #Watergate documents show taxpayers & rivers were ripped off. Kudos to @Senator_Patrick for epic FoI battle.After 2 year cover up, only explanations left are incompetence or wrongdoing by

Suhail

Suhail

1/ Let's talk about fundraising: In 2009, Y Combinator only gave us $15K, half our YC batch died after demo day, 11 firms told us no, 2 firms wanted to

Richard Chu

richard_chu97

“What you need to look for are the companies that have the chance of being truly exceptional and you shouldn’t spend your time on those that don’t.Those companies are dominated

Dale Johnson

DaleJohnsonESPN

A (pretty extensive) thread on the questions raised from the #swfc vs. EFL disciplinary hearing. I'm sure many will have other questions. So here it is. #swfc first indicated an

Rudy

MrDOLPH

Reading some data that @faizahmalik sent over on the crisis facing renters. Billions are owed in unpaid rent and many tenants are Black/brown. A key issue that leaders must tackle

Kevin Lee

kevinleeme

1/ I recently hung out with a friend, who is a very successful CPG founder/CEO and an incredible operator. He's been an operator his entire career and had 0 experience

Mostly Borrowed Ideas

borrowed_ideas

1/ Notes from @Rich_Barton and @altcap episode at @InvestLikeBest This was a wide range of conversation touching on many different topics. Let's start. 2/ First, a pitch for SPAC 3/

𝗧𝗲𝘀𝗹𝗮 𝗙𝗮𝗰𝘁𝘀 🔋

truth_tesla

Long term rates cannot rise until the Fed keeps the "zero rates until 2023" language: see the Fed "dot plot" rate graph - which in 2020 they have shifted into

Jake

EconomPic

Despite some tweets that may seem hyperbolic, I think most people are underestimating how much the ~$18B year-to-date (~$10B of which are quarter-to-date) flows have impacted the valuation of their

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