#Valuation

Balaji Vaidyanath ⚡️

nbalajiv

Here’s a non exhaustive list of Indian MNCs along with their unlisted subsidiaries. Price to sales assumption marked in red to give a sense of what the ballpark valuation could’ve

Kris

KrisAbdelmessih

Just wrapped a 3 hour drive back from Tahoe. Listened to the December @LeitnerJim interview on MacroHive that led to some investing strategy discussion with the wife. Here's a bunch

Matthew Greenberg

greenycapital

I’ll give a more detailed $CACC post after I go through the K, but here are my major takeaways from the conference call:1) This quarter kills the bull case. A

H.L. Hunt’s Wives 🍍

h_wives

For all the new #EFT members: A primer on E&P investing:1. A long only strategy in E&P companies IS a commodity bet. Long term shale co-WTI return correlations sit 35-60%.

College Wealth | Micah

college_wealth

A lot of talk about $T (AT&T) on the timeline lately So here’s a list of why $T is so popular, especially right now (Thread) 1a. High dividend yieldIt has

Modelio Equity

Modelio_Sthlm

1. A company that has been brewing just outside our Top-5 for some time now is the electroporation (EP) company MaxCyte. Modelio assesses it as one of the best investments

Hidden Small Caps

hiddensmallcaps

$CLPT - Lots of good tidbits in this video around minutes 18, 33, 46. Dr. Chen is from Univ of Minn and a thought leader in neurosurgery.I can't confirm yet

Christopher Bloomstran

ChrisBloomstran

The marriage of auto insurance & Tesla. Fiction or non? It must be hell on the sell side when you have a sell recommendation on a stock that takes off

Gary Black

garyblack00

$TSLA is an asset with a value that can be quantified. Given a long EV runway (3% adoption now, 20% by 2025), and TSLA’s current 25% EV share, investors can

Matrix | Collector.eth

timrix

1.#NFT valuations are difficult to quantify, especially for #Cryptoart. This is because there is no uniform standard. When limited and rarity attributes are added to NFT, then it will be

Return on Capital

CapitalTalk2

Today I want to share my (working) mental model for thinking about valuation...(Warning: this thread is slightly math-y)THREAD: A FRAMEWORK FOR THINKING ABOUT VALUATION 1/ Valuation is a tough concept

Robin Wigglesworth

RobinWigg

Going to tweet some of the eye-catching charts in the latest note from Goldman Sachs's chief global equity strategist Peter Oppenheimer, where he argues that the coming era will be

JJ Cooper

jjcoop36

1. One thing that stands out in all of this: Unlike NBA/NFL (and I believe NHL, but I know less about NHL), MLB and MLBPA CBA's have never started from

Atharva Kharbade

athrvakhrbde

The Story of CanvaHow a 19 year old girl's vision took the company to valuation of $6 billionA Thread 1/It’s super-rare for a tech start-up to succeed and join the

Joe Pompliano

JoePompliano

Giannis Antetokounmpo signed a $228 million dollar extension with the Milwaukee Bucks yesterday — the richest contract in NBA history.The craziest part?It was a bargain.Time for a thread 1)

gmoney

gmoneyNFT

1/ A Thread about NFT PatronageAbout 2 weeks ago, I noticed @TwerkyPepe commenting on my posts, and posting his funny twerky gif's. Each time I saw one of these variations

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