#Valuation

Vidya Ganesh

VidyaG88

1/6Here's my list of #BooksToRead for #investors . It is NOT an exhaustive list ,for there is NO END TO LEARNING. I have tried to incorporate different learning aspects of

governorswaraj

governorswaraj

King of Morocco has gifted a mink coat to our Prime Minister Mrs.Indira Gandhi. The mink coat is very expensive. Prime Minister forgot to deposit the mink coat in the

Learner Vivek Bajaj

vivbajaj

After analyzing the financial statement (FY20) of 10 fintech companies, including mine I have come to the following conclusion about Indian fintech customers in this thread:1. Retail Subscriptions based services

Anton Tarasov 🔑

ATarasov_1992

THREAD1/ Following the March crash on both traditional and cryptocurrency markets, we've seen a surge in stablecoin issuance. Take a look at USDT in circulation during the past year (src:

10Δ

_10delta_

$ROOK is an extraordinarily undervalued DeFi project.Thread The KeeperDAO protocol currently trades at a P/S ratio of 5x, which makes it one of the cheapest projects in the DeFi

Tristan Waine

Tristanwaine

1/ I really like what Fundsmith does on their letters re: viewing their portfolio on a look through basis inspired by Buffett. Some links below and further discussion in this

Josh Elman 🇺🇸

joshelman

Clubhouse is certainly having a week. With people like Elon Musk, Mark Zuckerberg, Vlad Tenev having big public conversation. All thanks to @sriramk and moreso @aarthir . I have gotten

Brock Briggs

BrockHBriggs

If you're looking to raise money, having a concise effective pitch deck is half the battle. Here are the 8 slides VCs are looking for in a deck 1/

MOAT Investing

InvestingMoat

$EGLX has already gone to the Moon But we think it can go to Mars Brief DD ** Target Price at the end of the thread**@GetBenchmarkCo @WeAreEnthusiast @wycapital

SBF

SBF_Alameda

1) I've only been in crypto for 3 years, and out of college for 6, so feel free to ignore this "built up wisdom".But I think it's hard to think

beyondoverton

an10nev

There is a lot of very good stuff in JPM Perspectives: Pandemic Accelerates Paradigm Shifts The four paradigm shifts:1) decline in market liquidity; 2) rise of unconventional monetary policy; 3)

CCINVEST

ccinvest2

TRULIEVE CANNABIS THESIS$TRUL $TCNNF-Top holding since 2018-Grown to over 50% portfolio weightingThread below 1. Investing With An EdgeNot often can retail get in before big $$$. Still listed on

New Polity

PostliberalTho1

Ah, the #prochoice trending hashtag: breathe that sweet, servile odor of prochoicers singing their allegiance to their capitalist bosses. Pointing out that the child-killing is the fuel by which large

Andy

bizalmanac

Old Dominion, $ODFL, stands out among transportation businessesCapital allocation, operational execution, management / ownership all top notchBelow from their most recent deck More on ODFL from their 2020-08-19 Investor Deck1/

Jonah Lupton

JonahLupton

“8 reasons why every investor needs to own $FSLY for the next 12+ months”Keep reading Before we go through my reasons to own $FSLY, if you want to understand

Kirtan A Shah

KirtanShahCFP

In this #IPO frenzy market, lets talk (Thread) about some basics around -Angle/VC/PE -Allotment process -IPO Funding-Grey MarketHit the ‘re-tweet’ & help us educated more investors (1/n) Why do companies

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