#Valuation

Shelley Tang

shelleyyolivia

I’m a former $Affirm employee. Here’s my take on Affirm’s upcoming IPO & growth so far. TL;DR below Full blog in my bio on Substack. https://shelleyolivia.substack.com/p/affirms-going-public-honest-financing(All info discussed is

Koshiek Karan

iamkoshiek

I'm sure you have seen these headlines, "Zuckerberg loses a $16bn in a day""Bill Gates is worth over $100bn""Kanye is now worth $3bn"Net worth is a point in time measure.

Spades

espades3

$STPK Interesting SPAC that will merge with Stem Inc Quick thread on some points I’ve gathered:- Market leader in AI energy storage solutions.- AI driven SaaS platform called Athena with

🟥Q-Cap🟥

qcapital2020

I've been looking at $U (no position) as a direct comp to $RBLX now that Roblox has announced a Direct Listing Vs IPO. Fintwit seems to have the same reaction

Curtis Wolfgang

wolfgang_curtis

Running through the public information for @PlugIntoPaysafe $BFT. I've leveraged available information from @Square $SQ, @NuveiTech $NVEI, and @Paypal $PYPL. 1/25 @PlugIntoPaysafe $BFT has a lot of different brands which

Jason Shuman

JasonrShuman

1/ In 2013 people started to receive links over email to "find time" in someone's calendar vs. scheduling over email. Calendly, the startup behind the links, raised $350 million at

§AlexisOhanian 7️⃣7️⃣6️⃣

alexisohanian

How many @MLS players vs @NWSL players can the average American (ie not a football fan) name? NO disrespect to the men of the MLS, rather, there's a strong case

Dan Rose

DanRose999

In 2009, an unknown investor from Russia came out of nowhere to make one of the greatest late stage venture bets in the history of Silicon Valley. Why did FB

S-Curve Capital

S_curvecap

Some of my top investment debates/questions for H1'21 (in no order):1) Does $ZM keep benefiting from cognitive referent status post covid? Do they win w/ Phone & G2K vs $MSFT

Stringer Bell

Stringbell27

Thread on $TSLA vs $NKLANikola's business model is oposite to Tesla's business for the Class 8 trucks. The two won't work together. One will win over the other. The other

Mukund Mohan

mukund

A quick thread on $IPOE (SoFi) if you have not seen it elsewhere. I know there may be others with better information and analysis so I will link to them

Ian Borthwick

ianrborthwick

While everyone called influencer marketing a fad......a 19 year old created the $1.3B Gymshark empire.Thread 1/ Launching a new product is tough. Tougher without almost no budget. That was

Matt Bennett

LongvueMatt

Great thread on seller financing as an effective structuring lever to use in RE dealsThe same can be said for SMB/Micro PE deal structuresAn example:https://twitter.com/sweatystartup/status/1352218512962580480 But first a quick caveat:

Engr. Sale Mamman

EngrSMamman

Thank you for bringing that up @Abdulrahmanleme, the commencement and completion of the Mambilla Hydroelectric Power Project should be a source of Pride for not just Tarabans, but all Nigerians.

@ChrisRecker_AZA

ChrisRecker_AZA

1/ Normally a huge fan of $JPM Michael Cembalest, but today his remarks lacked context wrt one of the most honest and accurate economic commentators in our business--@EconguyRosie --by calling

Christopher Seifel

SeifelCapital

$MELI: The Digital Infrastructure of LatAmMercadoLibre, Inc. ($MELI) is the largest e-commerce ecosystem in LatAmIt can also bring LatAm into the digital ageIts platform consists of 6 integrated verticals that

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