#Valuation

Benchmark

GetBenchmarkCo

121% GROWTH IPOYou got into $MDB $AYX $AMZN $MSFT because you UNDERSTAND the value of DATA Now, you are on the HUNT for your next TEN BAGGER ?Here

CryptoNephilim

cryptonephilim

Here is why @reserveprotocol has the potential to one day scale into a global decentralized stable coin.• Peter Thiel & Sam Altman• @Facebook = 3 Billion Users• @PayPal = 300

John Hyatt

John__Hyatt

1/ This week @Airbnb (finally) filed to go public and @RobinhoodApp raised $200M at a $11.2B valuation. The two companies play in different spaces, but comparing how each has navigated

Wild West Capital

BuffaloBillCo

$AER has been our second largest position since July (average cost basis: $26/sh) when the likelihood that vaccines under development would be successful was looking increasingly obvious. At the time,

Kirtan A Shah

KirtanShahCFP

A basic premier on the banking sector, demystifying commonly used terms,CASA Wholesale Banking Net Interest Income (NII) Cost of Liability Advances Growth Gross v/s Net NPA Provisions SLR/CRR Capital Adequacy

Adhi⁴⁸ #Bartomueout

itsXAVItime

Lautaro Martinez [A Thread ]ALL INFORMATION IN THE THREAD IS BASED ON SEVERAL REPORTS AND ALL STATS ARE ACCURATE Position : Centre ForwardPreferred foot : Right Age : 22 Current

HRouge

hareng_rouge

TLDR: headlines like the below may be masking something interesting at ReNeuron - a medical platform businessAs #MXCT and $CLPT show, these sell highDirect NASDAQ comp valued 5x higher#RENE platform

Jordan

JordsNel

1/ Shameless plug on why $JSEDSY (@Discovery_SA) is the worlds best health insurer:Understanding the complexity of their different verticals is hard, but roughly speaking their established SA insurance businesses are

Milton-Andres Bernal

MABernal7

GoGold, a compelling acquisition target for First Majestic$AG $GGD.TOAs per KN’s recent interview (w/ MSE), FM currently considering M&A. Looking for “bigger things”, scouring world for “chunky assets” & maintaining

Joe Pompliano

JoePompliano

A former McDonald's cashier is attempting to build the next great billion dollar sports franchise.The craziest part?It's working.Time for a thread 1) Let's start in 2008 — Matthew "Nadeshot"

ztinvesting

ztinvesting

As a young investor, the draw of SaaS stocks is very appealing. However, I continue to hear analysts rave about how SaaS is just like the dotcom bubble, and SaaS

Curious Capital

curiouscapital_

1/ $AFRM On the surface, there's plenty going for only the second BNPL play to go public ( $AFTPY down under being the first)Ultimately, after taking a closer look, the

Growf

pinchedforgrowf

Did a tour through the RBLX S1, and couldn’t resist jotting down what I learned about an amazing business and company that I think is among the most interesting in

10-K Diver

10kdiver

1/Get a cup of coffee.In this thread, we'll cover *State Quantities* and *Flow Quantities*.This mental model can help us analyze many different entities -- from complex engineering systems to publicly

Jason Nelford

JasonNelford

1/ I love learning about the markets. There are some brilliant people I’ve found on Twitter who have provided great insights (among others):@JeffSnider_AIP@LynAldenContact @LukeGromen But this thread is (mostly) about

Will Schoebs

willschoebs

1/8 A quick thread on ecommerce, particularly as it relates to BASE (4477) & more so recent IPO, itsumo (7694, @itsumofan) While generally bullish on BASE, I have hesitations

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