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#Valuation
CanadianAussie
mater_dura
Steve Hiscock, a professional investor for over 3 decades, provides a ton of wisdom on investingDiscusses how his father sparked his interest in investing & how he inherited his portfolio
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Fundoo Professor
Sanjay__Bakshi
Completely agree. Would add a few points.Negative operating free cash flow means the business consumed cash over the period of measurement. Which could be a few years.https://twitter.com/rohitchauhan/status/1324091489497026561 But if the
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Jonah Lupton
JonahLupton
People ask me about my investment strategy so I'll try to sum it up in a short thread. Here's what I look for:1) small/mid cap stocks under $10B market cap2)
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Andrew Miller
millerak42
Up early with this guy, so some thoughts on value and value’s valuation (all data from Morningstar): 1/ S&P 500 is trading at a p/e of 22, P/b of 3.5
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Christian Karayannides
CKarayannides
FYI:Jalen Hurtz is horrible for Miles Sanders.His upside was his passing game role, which I think gets minimized with a running QB.If you can get top dollar (Joe Mixon /
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Kent Goldman 🇺🇸
kentgoldman
Sharing a thread on common fundraising mistakes. I feel strongly enough about this that whenever I complete a new investment, one of the first things I do is to find
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AReviewOrTwo
AReviewOrTwo1
It is important to learn the right lessons from both mistakes [commission & ommission] & things that go well. I often find people focus their learning on mistakes & less
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Liam Killingstad ⚾️🏀🏋️♀️📺
LiamKillingstad
1/ Time:On Monday @SportsBizNick brought to my attention that @Sportico published their 2021 NBA valuations. @JoePompliano had a great summary in his newsletter @readhuddleup analyzing the valuation of the Warriors.
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Ian Gray
IanGrayLive
Valuation Thread for $DDOGYesterday I shared some of my thoughts on $DDOG (you can find the thread at the bottom of this thread).Today, I will be walking through why I
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Miserly Investor
miserlyinvestor
Thread: Calculating Portfolio ReturnsAt this time of year I inevitably get asked how to calculate one's portfolio return when cash is added or withdrawn during the year, so this is
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Frontline Llama
valley_llama
John Templeton on his investment methods.Buy at the point of maximum pessimism.Buy whatever is cheapest, globally. Usually unpopular.Invest tax-efficiently.Be patient.https://www.youtube.com/watch?v=XhlkKyFzRPw&ab_channel=TalksatGoogle
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Adam Badger #BlackLivesMatter
AdamBadger1
Deliveroo accounts for 2019 have been leaked. [A Thread...] Hedline is that as we already know, success isn't about being profitable, it's about achieving a high share price/corporate valuation. Lets
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SandeepParekh
SandeepParekh
I think we have taken every single cliche about hedge funds and applied it to the current saga. Only problem, the facts don’t fit the narrative. At all. a) Short
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Harpreet
CestMoiz
So with the justifiably growing demands for moving on to Indian apps, amongst those being touted as Indian alternatives is the Hike Messenger.Understandably, their creators are Indian.But their wikipedia page
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Mohammad Arshad
iArshadQureshi
Some key lessons from the book “ of long term value & wealth creation” on valuing Finance companies( Banks & NBFCs)Key valuation metrics in finance companies are:1) RoA and2) RoE.RoA
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Wall St. Dropout
WallSt_Dropout
1/ Thread on Framing Customer Loyalty and Valuation:If we boil down the components of long-term cash flows, an investor is making an implicit bet on the customer loyalty of a
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