#Valuation

Myles McNulty

MylesMcNulty

A thread from last October when I previously began buying #HZM.For Araguaia, I think the securing of the debt facility for $325m / ~73% of upfront capex pushes fair value

Mario Cibelli

mario_cibelli

An incomplete list of things that one may encounter along the way if one plans on owning a great consumer company over the long-term - 5 to 10+ years(1/x) Spiking

Value Guy

broadcast_real

Meat Producer? 22 Billion company? 11x Price to Earnings? Say no more, I´ll buy it. In this thread I´ll explain the reasons behind the low valuation of Tyson Foods (

Finley Dexter

Fin_Dex

I might have it! After taking on board the feedback from my proposal the other day to fix the market, I think I've finally come up with a solution that

SBF

SBF_Alameda

1) BAKKT is about to go public.There are a number of "interesting" things in their deck.https://www.sec.gov/Archives/edgar/data/1820302/000119312521005832/d913171dex992.htm 2) They're aiming for a $2b valuation. Where is that

Josh Constine - SignalFire

JoshConstine

Why Clubhouse is special & deserves its $1B valuation:It’s a new social graph, the talk graph, where you follow different people than on Twitter or Insta. It’s a more personal,

Anivestor

anivestor

This thread is about how http://JD.com $JD, a Chinese e-commerce company, does much more than just e-commerce. JD’s main segments include retail, logistics, health, fintech, and cloud. A leading retailer:$JD

SureSwift Capital

SureSwiftCap

Ever wondered what your bootstrapped SaaS might be worth?A Twitter thread crash course on bootstrapped SaaS valuation #SaaS #founders #bootstrapping #exitstrategy #valuation The short story is that the market determines

SpartanBlack

SpartanBlack_1

0/ Many people missed the DeFi rally YTD including a number of big funds. Some are still sitting on the sidelines wondering if valuations are already too high.My view: we

David Gissing

DaveGissing

MORTGAGES EXPLAINED!#2 COSTS / FEES If you haven’t seen the first thread, I covered who to speak to/who’s involved when purchasing.Check that if you haven’t already as this thread leads

🃏Fiskantes

Fiskantes

1/ IEO of @ProjectSerum SRM ended oversubscribed. SRM price: $0.11Total SRM supply: 10BImplied valuation: $1.1BInstant unicorn, before mainnet. Last time we have seen such numbers? 2017 Eth killers.But is it

Remo Uherek

remouherek

Is Tesla overvalued?In the short term, definitely yes. In 2030, Tesla will likely be a trillion dollar market cap company.(Thread) 1/ Tesla is very similar to Amazon. They started as

Jerry van Houten

jerryvanhouten

So, I did some rough analysis on what the market is pricing in for TeslaTL;DR: Tesla’s current valuation implies the energy transition could move faster than people think, and its

Yeerk.P ❤️

PYeerk

So a woman wrote an op-ed in which she essentially tries out different coping strategies for dealing with the cognitive dissonance that her Trump-voting neighbours shovelled her driveway without her

Charioteer Investing

Chariot_Invest

Some thoughts - Was just reading Valuation by McKinsey. Thought it would give me additional insight into DCF's (always try to sharpen your sword). In actuality it turned me off

S-Curve Capital

S_curvecap

Questions I think don't get asked enough in HF interviews: "Talk about 3 ideas you passed on in the last year & what the process was - what were the

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