#Valuation

MOAT Investing

InvestingMoat

Easy to follow DD on $PRCH A unique business model (a play on vertical SaaS). We see 2X potential with continued execution and large TAM ahead.@JonahLupton @Fintech_IBank @saxena_puru @WallStJesus @MatthewMcCall

Akinloye Ayorinde

Ayo_Akinloye

NSE IN 2021...MY PLENTY COINSSo, like I love to do, I will be examining the Nigerian Stock Market from my tripod (Technical, Fundamentals & Sentiment Analysis) to guide expectations for

Valuations

Valuations_

VALUATION TIME: Reverse engineering the game engine software Unity $U IPO trades Thursday 9/17 at a midpoint of $38. What inputs would be required to justify buying? 2/ Unity boasts

Rick Zullo

Rick_Zullo

1) With the market up again after yesterday’s events, I think we must all take a look at current state of the market cycle and economy. In short, the economy

MI Capital

MIcapital2

THREAD WebvanOne of the posterchildren from the 1999 Tech bubble. How bad was it really?Quick Recap: WBVN inc. in '96, began ops 6/2/99, initial S-1 8/6, IPOed 11/5/99 with LTD

Anand Chokkavelu, CFA

anandchokkavelu

Here are the 100 things I’ve learned in investing. I’ve updated this over the years to 1) Share 2) Reduce my own unforced errors 3) Reinforce the good habits, like

Ryan Strachan

5Solae

PROVEN grew from $20 million, which is true. I remember the original Boardroom pitch, and look where it is now. What a story. How could I not not seek to

Chit Chat Money

chitchatmoney

Yesterday we officially wrapped up our 25 Stocks of Christmas series. Big thanks to all the guests that helped make this thing happen!If you’re looking for some stocks going into

Brandon Beylo

marketplunger1

[THREAD]Fevertree (FEVR) has everything you’d want in a long-term, high conviction bet. The company’s led by founders who own ~10% of the company. They make a differentiated, premium product in

George Selgin

GeorgeSelgin

OK, my first thread on misconceptions about the history of bank-issued paper currency, motivated by claims that history shows that the private market can't be entrusted with supplying currency of

Innovestor

Innovestor_

$GHVI a thread! 1)Key points•250k+ customers•$100M predicted revenue•Founder Led•Present in 150+ countries•10B Sq Ft. Captured 2)OverviewMatterport were founded in 2011 and are to be brought public by $GHVI as a

Investment Criteria

criterioncap

1/ Thread: How $SFIX Is Trying to Shape The Future of Online ShoppingHappy to post my first write-up on this platform. This is a name I don’t see often –

Neckar

NeckarValue

Michael Bloomberg started his company in 1981. He was already 39 years old. He faced large incumbents with tens of thousands of installed terminals and by global news agencies.Let's take

Arjun Badola

badola_arjun

A thread on the book 'The Thoughtful Investor' by @BMTheEquityDesk Before we get into it, if you want a pdf of this thread then please do join into my email

Mona Eltahawy

monaeltahawy

A sculpture that was unveiled this week in honour of the 18th century British feminist Mary Wollstonecraft has caused a huge stir. My new essay is about the sculpture, nudity,

Patrick Baitman-Robie, CFO

PatrickBaitman3

My first pick for the $ARKX Space Exploration is Raven Industries, $RAVN. I believe it flies under the “radar” since some do not understand the company and what it does.

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