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#Valuation
David Marshall
dmarshall_uk
@PredatorOilGas #PRD is imv one to watch in 21'. Each arm of the business offers investors potential for multiple returns on current £10m valuation Proven #CO2Storage & #EnhancedOilRecovery Big
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Tim Bayer
TimBayer93
Here is the xG version of my #FPL valuation plotsI used xG data to create xPTS per 90mins (xG + xA + xG against). xPTS shows the 'true value' of
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Ed Leon Klinger
edleonklinger
Shall we talk about flying cars? By 2030 we will be taking them to work and on holiday. They will be fully electric, super quiet, and far safer than driving.
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Return on Capital
CapitalTalk2
1/ I've actually been doing this for quite a while. I look at my overall portfolio on the first Monday of each month. I also take a look at individual
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Hiro Proto
proto_hiro
Lots of people have been talking about $SKLZ so I thought I'd take a look. Here are some notes after playing a couple of games and taking a cursory look
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Frontline Llama
valley_llama
Gold stocks.Commodity inputs, commodity output.Poor capital allocation.Poor governance.Growth capex > depletion.Upside operating leverage dampened by resource nationalism.LT fair multiple for an average stock: 20.Fair multiple for a gold
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Mira Christanto
asiahodl
@UniswapProtocol and DEXs are off to a roaring start with volumes to smash Sept-20 highs.But how valuable are DEXs actually? We price the largest in the world, $UNI. Thread AMMs
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ToffCap
ToffCap1
Let’s take again a quick look at $UMDK, first from a valuation / pricing perspective, then from a different point of view… 1/9 $UMDK earned 12.7m (EUR) during H1 2020,
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Gregory Scott ✨
Zen_Options
Some thoughts on the recent $GME $AMC WSB chaos...The good:1. Hedge funds will be much more likely to think twice before shorting securities, in general, especially those that have a
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Michael Bloch
michaelxbloch
By treating merchants & dashers the right way, they became allies, not adversaries. Restaurants in particular felt they could trust DoorDash more vs. the competition. From the host at the
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jeevan patwa
jeevanpatwa
#MSTC – With and without #ScrappagepolicyScenario 1 – No Scrappage PolicyAs promised by management, MSTC will be able to clean up the balance sheet by Sep’21. Trading business is already
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Patrick
patrick_iele
What’s the reasoning behind $JD and $BABA to have approximately equal revenue, but much different valuations?In Q3 2020, JD recorded a revenue of 25.7 billion USD whereas Alibaba recorded 22.8
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Rory Murray
therorymurray
I think there's two ways to try and wrangle a mental model around just what in the heck is going on right now.See lots of "craziness/never seen anything like this
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Sajith Pai
sajithpai
Thread.Understanding startups (or scaling startups), metrics & valuationsorhow not to be misled by analog metrics when you run digital scalable ventures. 1st a key clarification: there are many kinds of
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bikoo
meandmarkets
Jio got the CCI approval today for FB investment. Since the announcement, there has been a lot of market gossip, if FB dollar has hit the onshore market or not.https://twitter.com/ETNOWlive/status/1275759394362281984
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Sophie Strauss
sophielstrauss
If the apple cost $1 then the tax is ~7 cents. But 7 cents is a much higher percentage of the garment worker's net worth than it is of the
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