#Valuation

Cryptosaurus

Cryptosaurus__

Thread alert: This is another thread similar to $SUSHI that I published back in December. I take concentrated bets in coins that I have conviction on.https://twitter.com/Cryptosaurus__/status/1340716783167266816?s=20 Today, I want to

Dervish HODL $LUNA & $BTC

kundunsan

Why @mirror_protocol will be unicorn and $MIR will hit $100 and beyond.We can compare mirror with famous trading app Robinhood which has $11.2 Billion valuation last summer$ETH $BTC $LUNA $UST

XRPatience

xrpartisan

1/10 Is this the end of XRP? Will XRP go to zero? No. here's why. A thread. 2/10 Markets are only efficient long-term. Short-term markets reflect their human participants:

RedBull in a China Shop

upupdowndown

The GameStop stock valuation brouhaha with r/wallstreetbets is really illuminating about the power and reach of trolling and its IRL effectstrolling is an initial expression of nihilistic irony poisoning that

Aleks Larsen

_alekslarsen

1/ If you're trying to value DeFi assets with traditional valuation ratios, use Price to Book Value (not Price to Earnings)Why? 2/ In general, earnings are more volatile and at

Spreek

spreekaway

My preferred mental model for thinking about crypto (in particular defi) token marketcaps. I call it Active Participant Expected 2Yr Break Even or APE2BE for short. The idea is to

Reflex Research

ReflexFunds

1) If anybody still finds it difficult to understand why S&P 500 inclusion & changes in short interest can have a significant long term impact on share price, in this

blkrdstr 🔋⚡️🔋🏎

blkrdstr

Why $tsla will be $5T company by 2025. That’s about 10x of current valuation. 1. 2021 - 1M delivery; 2 new factories go live; FSD potential is understood by Wall

Raynar81

Raynar81

Fountaine Pajot ($ALFPC.PA)French microcap selling catamarans worldwide (sails+motors)High growth, high ROE, but very low multiples?It seems the market does not like the combination cyclical+seasonal & covid19. Could be a chance..Quick

BRV

WillRayValentin

If you own any shale producer then it’s a trade not an investment. There’s no real value. I still can’t find any pubco that doesn’t trade at least 4x what

Tomiwa_salau

ayonzontop

Hello folks...Welcome to the folk talk.We would be talking on Startup funding. This post is for budding entrepreneurs, founders and investors who want to get familiar with investment lingo to

Sandals

winged_sandals

successful investing in any nascent industry can be summed up as 1. where along in the S-curve are you (is it inflecting positively? is each incremental datapoint de-risking the overall

Daniel McCarthy

d_mccar

[1/8]Given all the uncertainty swirling around it, I put together a detailed analysis of $DASH's unit economics. As it turns out, a relatively simple model captures most of the customer

BBN

BigBiteNow

1/One of my larger but less talked about long term plays is #ACP.Some very good but for me expected news on battery grade quality testing through CSIRO yesterday.Expected because their

Christopher Seifel

SeifelCapital

Why "Growth" stocks have, and will continue to, outperform "Value":Three structural market dynamics will continue to cause Growth stocks to outperform Value:1) ZIRP (low rates)2) Fed Put3) Business CyclesMy take

Elizabeth Yin

dunkhippo33

I wouldn't have invested in my own startup @launchbit at @HustleFundVC (but really appreciate all of my investors who did!)This often shocks people but here's why >> 1) On the

By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.