#Valuation

Sam

stock_trap

(1/21) En attraktiv SPAC vars aktiekurs ännu inte svävat iväg är $OAC. O’et står för Oaktree, en fondförvaltare starkt förknippad med Howard Marks, mest känd för boken The Most Important

Value_Chain

OldWell17

1/ Some thoughts on TikTok as a potential threat to $FB. My understanding is still evolving here, so would love to hear the thoughts of some smart investors who have

The Tycoon Mindset

tycoonmindset05

Gland Pharma IPO [Company Analysis]:A Generic Injectable @unseenvalue @drprashantmish6 @safiranand @varinder_bansal @ipo_mantra @punitbansal14 @arpit971 Report and thread #investing https://thetycoonmindset.com/special-situation/gland-pharm

Paul Broom

paulitobroom

Thread on why I consider $REN might be reaching a generational bottom at 1000 sats.I have a high degree of confidence that once REN finally begin to consolidate its price

GoldenGreek

goldengreek8

1/10 The investment case for #MVR #NAPS is one of the most compelling opportunities on the #AIM market and for those who are prepared to hold for the journey i

Zach Coelius

zachcoelius

There is a giant fight going on right now between the bulls and the bears in venture capital around the right price for the seed and series A rounds. Rounds

Gary Black

garyblack00

Open letter to all S&P 500 benchmarked managers:On Friday 12/18 at market close, $TSLA will enter the S&P 500 Index at an approximate 1.5% weight - the sixth largest weight

BVDDY

BvddyCorleone

It’s my birthday today but I can’t resist commenting on the big moves in Growth/Value...Today’s rise in the 10Y to above 1% has coincided with a massive blowout in the

The Digital Wayfinder

GeorgeSiosi

How Narratives Override The Mind & Why "Truth" Is So Elusive In the Information AgeA thread dive into crypto group psychology:- Open Access to Noise Distractions- The Power & Legacy

Frank Rotman

fintechjunkie

1/12: I’ve been asked a lot why there’s so much variance on “valuations relative to traction”. Some companies are getting 100X ARR multiples while others are getting 2X. There’s no

jiggytrades

jiggytrades

1)$BFT - @PlugIntoPaysafe DD ThreadSummary:- #1 in USA iGaming- Fintech appeal- iGaming future growth in USA- Bill Foley to be chairman of Paysafe board, has history of creating value- Established

The Undercover Fund Manager

FMUndercover

The second thread in the Nick Sleep series is on business quality versus valuation..."One of the things we have learnt over the last few years is that our most profitable

Hans Eric Melin

hanseric

A big day for the lithium-ion battery recycling industry. Through a #SPAC merger with $PDAC the Canadian startup @li_cycle will go public and become listed on the #NYSE. If the

jeremy day

jeremymday

A Deep Dive on $RDFN...A tech enabled real estate company...IPO August 2017 around $25.2017 Revenue = $370 Million2018 Revenue = $487 Million2019 Revenue = $780 MillionCurrent Price $71.50Market Cap =

Kerrisdale Capital

KerrisdaleCap

We're short $PLUG. Report at http://kerr.co/plug2 . We discuss with @grizzlemedia at 1:30 at http://youtu.be/V8CWZIXdusc . Plug isn't a way to bet on the overhyped “hydrogen economy”; it’s just a /r/wallstreetbets ro

Tech Bro Capital

capital_bro

(1/x) Thread on $BTN, a small cap holding company that is my newest and biggest position. The company has an interesting history and was founded in 1932 as a designer

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