#Valuation

Daniel

DPogrebinsky

Some $trit thoughts:1) def some red flags here however at this valuation vs the 65% rev growth rate and solid profitability i think its already more than reflected in the

luis carruthers

orthereaboot

while Musk continues to lie about regulators holding him back- hello sitter- the $TSLA 10k can, in fact, speak for regulators.In the US, "there are currently no federal U.S. regulations

Jan

JanWeh7

Is #tesla overvalued? What is disruption worth? After the recent run in #tsla stock, which made many people (including me) very happy, let's have a look at the wider image

Blue Duck Capital Partners

BlueDuckCap

1. We've taken a position in $BNED which was spun out from Barnes and Noble a couple years back. Their business has pivoted from college bookstore operator to an e-com

Fresco

enigma3916

My two long term plays in the cannabis space: $GRWG and $SSPK After much research, they are the best pick and shovel plays imo $GRWG - largest supplier of hydroponic

Sophie Strauss

sophielstrauss

hey California, LET'S TALK ABOUT PROP 13!What IS Prop 13 (passed in 1978)? Prop 13 is often referred to as "the third rail" of California politics because of how untouchable

Mario Cibelli

mario_cibelli

A short thread on a narrow subject matter concerning $WWE(1/x) What do comedian Bill Burr and WWE Champion Drew McIntyre have in common? They both have had to learn how

Gaskarth Way

GaskarthWayBlog

This was brilliant by @profplum99 on The End Game Podcast with @ttmygh and @fleckcap Every idea is so well thought through and Mike is an unbelievable thinker. Fascinating to better

Otavio (Tavi) Costa

TaviCosta

The largest wealth transfer in history.Time for a thread Today’s mix of monetary and fiscal policies are having a very different economic impact then we saw post the GFC.Back

Cory Doctorow #BLM

doctorow

Tesla's doing well.Financially, that is.Elon Musk is now the richest person in world history, thanks to an incredible bull run on Tesla shares.1/ But Tesla's not doing well in terms

Daniel Abboudi

danielabboudi

"'Looking at the 5-year GME [GameStop] chart is just insane,' wrote one [Reddit] user. Many tagged their posts YOLO, an acronym for “you only live once.'"https://www.wsj.com/articles/gamestop-shares-surge-toward-fres

Stuart Sim 🧙‍♂️

StuSim

1/n $LMND has recently become one of my largest positions.It comes with a lot of risks as a young company trying to disrupt the insurance industry.Today, short seller @CitronResearch published

Bergamot the reply cat

psudonymph

I’ve seen some rat-adjacent accounts tweeting about the subreddit purge- @Aella_Girl especially but also @eigenrobot and others- and I feel like they’re all missing an important piece of the puzzle

Secret Capital

SecretCapital_

All revenues are not created equal, by Bill Gurley in 2011 - still quite relevant today.Bill nailed back then, in very simple words, what most investors only realized over the

Jonah Lupton

JonahLupton

Yesterday we got the news $TSLA is going into the S&P 500. Based on the $5-6 trillion of S&P Index assets those funds/ETFs will need to buy approximately $65-75 billion

Benton Moss

benton_moss

Friday was my last day at a phenomenal RE development shop in Raleigh, NC. I learned a TON about development and what makes a project successful and wanted to share

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