#Valuation

Justin Oh

acouplecents

@chamath won't like this thread on Zillow $Z and Opendoor $OPEN, but here goes... (1/6) $Z owns the online home buying experience, is anchored by high-margin software revenues that leverage

Maia Bittner 🚘☕️🍃💫

maiab

I'm part of two angel groups: one based in San Francisco and one in NYC. Our monthly meetings happened to be within 12 hours of each other this month, and

Rational investor

investingdino

Should you invest in Hindustan unilever ? These are some of the reasons to look at: (Thread) The price to earnings ratio for HUL is at 74. The dividend yield

Samuel Hammond 🌐🏛

hamandcheese

Could something like the SALT deduction be used to implement a quasi-national land value tax?Right now rich people can deduct up to $10,000 in property taxes from their federal taxes.

JPR007

jpr007

UNDERSTANDING TESLAAndrew Dickson is the chief investment officer of Albert Bridge Capital, a London-based fund managerHe has just made an excellent start at valuing Tesla’s shares- but he needs a

Mostly Borrowed Ideas

borrowed_ideas

1/5 Thread: Frank Slootman$SNOW CEO Frank Slootman is an absolute beast!He joined Data Domain at pre-revenue stage in 2003, grew revenue from zero to $600 mn in 6 years, IPO’ed

Griffin Carpenter

gwcarpenter

.@GeorgeMonbiot is extremely well-argued here but I have two main points of disagreement: 1) I think he makes the same price/value conflation that he criticizes, and 2) I think he’s

Tren Griffin

trengriffin

"Amazon added 427,300 employees between January and October, pushing its work force to more than 1.2 million people globally, up more than 50 percent from a year ago. Its number

TechStockMarket

TechStockMarket

Unpopular opinion: Valuation does matter (even w/ easy Fed). Yes strive to own the best of best companies but even they become overvalued at some point.I don't mind being wrong,

Rihard Jarc

RihardJarc

I just bought a new position. It's Dropbox - $DBXWhy?THREAD 1) Big User BaseDropbox has 600 million registered users; yes, that's correct.Out of that, around 15 million users are paying

Tim Kipchumba

TimKipchumba

Understanding Venture Capital (VC), Who is involved & Some terms (Thread); @bfeld makes the case that VC sort of begun with $70,000 AR&D investment in DEC. Ken Olson and Harlen

Nx

2900nx

$BTCI'll post a few more charts in a bit (ones with support bands as well).As it stands, PA has been weakening for quite some time with volume increasing as we

Stephen Greenhalgh #StayHome

team_greenhalgh

I'm pleased that progress to bring consistency to the use of EWS1 forms with @RICSnews is continuing. We've been working to reduce demand and increase supply so that homeowners can

Sethebe Manake

SethebeManake

Why is it important for you to know the value of your assets - it’s a thread A lot of people loose out on deals because they don’t understand their

Fidel Ca$hflow$ 🔨🔨💰💰

rafaqazi

A thread for new investors on how SPAC valuations upon merger work:I recieved many comments on the $CCIV valuation thread which misunderstoood how pro forma equity ownership works. If that

modest proposal

modestproposal1

Want to expand a bit on this thought, and try to synthesize some thoughts going through my head.https://twitter.com/modestproposal1/status/1246099863575633921 Prior to covid, I had a conversation with one of my smartest

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