#Valuation

Games Workshop Investor

GamesWorkshopI1

As you do, I spent some time over the weekend analysing what are the biggest drivers of the #GAW share price.@steveclapham convincingly recommends this kind of analysis in his recent

Andy Gee 📊🤑

TheStacksMarket

Arguably the most difficult thing about being a stock-picker is knowing when to trim (or sell) a position.There are many ways to do this.I’d like to show you a simple

Rahil Jasani

rahiljasani

Aswath Damodaran - Lessons from Covid-19:Experts say, tech is in bubble zone, smart money is better, value is outperforming.But what markets have shown -1. Asset light > asset heavy2. Passive

Shravan Venkataraman 🔥🚀💰

theBuoyantMan

I have been seeing this term "SPAC" for quite a while now on Twitter lately. Many handles have been speaking about SPACs (mainly @chamath).So, what the hell is a SPAC?Time

WY Capital

wycapital

Thread on $KALA @jayabacus @egelandd @biostockguru I believe the main reason the market has hated $KALA so much is because of the mediocre launch of Inveltys, $KALA's first product for

Pinanity

Pinanity

Thread on Tesla.After a massive rally $TSLA has taken a breather. Good time to revisit the cult phenomena. Is $TSLA an Auto company or a Tech company? Histogram = Range

Joe Tourville 💥

JoeTourville1

Had a lot of fun diving into the the @prepbaseball Super 60 @Blast_Bsbl Data this year. Here's a breakdown of the key take aways covered in my write up with

BBN

BigBiteNow

1/13In Aug 2020 LG Chem expanded their +$300m deal with #AVCT, to include Avacta’s Affimer XTTM technology, adding over $100m in 'potential' milestone payments.This deal was effectively lost to the

Noelle

NoelleInMadrid

So, after a week of trying to digest what we were witnessing, listening to take after take and feeling so sure that it is a bigger twist to the tale

Professor Kalkyl

Prof_Kalkyl

I've recently been obsessed w/ Ensemble Capital and their "modern day Buffett" style of investing - clear long term thinking around both competitive advantages & valuation. During these hectic times

From Growth To Value

FromValue

According to the Buffett Indicator (total market cap divided by the GDP) the market is significantly overvalued. But the Buffett Indicator may not work anymore today. 1/10A thread to explain

Azhar Jafri

zhr_jafri

Zoho grew to be a billion $ company with zero external funding despite of being approached by many VCs- Competes with likes of Google, Salesforce, SAP, Slack, Dropbox, MS- Clocks

James Ho

jamesjho_

Thoughts on common misconceptions about “value” vs “growth” investing.Learnings from letters over the years by Buffett, Oaktree, and Third Point - and my own investing career.Thread below 1/ Many

Ram Bhupatiraju

RamBhupatiraju

Long thread about Trends, Innovators, Valuations, Volatility and the mindset needed for great long-term returns. 1. Few 10 Baggers in SaaS/E-Commerce/Payments land since Feb 2016 (weak time for the overall

Romeen Sheth

RomeenSheth

0/ Last night I tweeted about the top 10 things Founders do that derail fundraising. It struck a chord. 2,500+ liked the tweet.I got a ton of DMs asking the

Ian Bezek

irbezek

Some thoughts on $SQ and its dramatic overvaluation. 1/ Square is around 60% payments revenue today. Post-IPO Square's payments business has struggled, generating weak margins and losing many key customers.

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