#Valuation

Incognito

IncognitusC

Spent the last few days considering a position in $FB and decided to pull the trigger executing @ $251I was hesitant largely due to my existing position in $TWTR but

paige

paigefinnn

term sheets! are! confusing! if you’re a new founder (or just starting out in VC), here are some common terms and what they really mean... [a thread] 1/ liquidation preferences:

Daff 🅡

CryptoDaff

Why Reserve protocol will take over #Bitcoin ? A thread if you’re not aware of the freight train that’s coming in front of you. @reserveprotocol @holareserve Their use case

Gary Black

garyblack00

At $1,500, $TSLA valuation is mind-boggling cheap. Nothing against Bernstein - I used to work there, and I have highest respect for Toni S. But he’s using auto mfrs as

Blackbird Investments

BlackbirdInvest

Valuations of #NCYT based on historic P/E ratios (thread)On 13/07 when H1 2020 trading update was 1st given the share price was £2.70. When the full results were given on

Septum Capital

Soumyazen

1> $TDOC Per call with Cramer, Teladoc CEO mentioned only 10% of visits are covid related. Since 18% of revenue is visit related, that makes direct covid impact to revenue

John Street Capital

JohnStCapital

0/ We published our latest piece on SPAC's given the interest post the $4.0bn offering done by @BillAckman $PSTH/U yesterday. We provide some high level details on structural considerations /

Mario Cibelli

mario_cibelli

It’s midnight & feeling a little 1999-ish right now. It's a different flavor today of course but when it starts looking easy on the long side that usually means it's

Khurram Ghufran, CFA

kghufran

Year-end Portfolio Health Check:It’s always a good idea to periodically review valuations – especially after a run-up like we have experienced over the past months. Valuations don’t matter to the

Mayank Jain

jainmayank_943

1/ Thread on the fascinating Credit Card economics ahead of SBI Cards IPO. Quoting someone - “Credit Cards (CC) is in the business of transferring money from poor to the

Gary Black

garyblack00

I had a two-day email exchange with a guy I used to work with who now runs a $600M hedge fund and shorted $TSLA at $600. He’s now kicking himself

Gabe Bodhi

gabebodhi

Real estate investors are yield obsessed. Our core valuation metric, Cap Rate, is literally unlevered yield on purchase price. I have gotten a few questions on the difference between

Secret Capital

SecretCapital_

Structure of 3 write-ups on VIC that turned out well (Amazon in 2011, Trade Desk in 2017 and Carvana in 2018).The 2011 AMZN one is probably top 5 in write-ups

Alexander Will

alexanderwill

Excited to share some @calm news today - we’ve raised a $75M Series C at a $2BN valuation led by @Nik_Quinn and @lightspeedvp alongside TPG Growth, Insight Venture Partners, Goldman

Westpine Capital

buckbid

Portfolio — End of 2020 Lessons: filter out shitty businesses as quickly as possible, don’t waste time on things you don’t want to own a long time (cont’d) less emphasis

Henrik

Henrik115

Petrotal: Interest is now picking up for the company again, I will go through some of the bullish catalysts that I see going forward in this thread. (1/6) #ptal Higher

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