#Valuation

$MWKI know a lot of people have shared their thoughts on this one recently. Definitely some overlap from others but here is my DD and comments on some of the
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$FUSE: A thread on Money Lion a new financial technology company (Neo Bank, Fintech) - Rumor from Bloomberg that $FUSE will merge with Money Lionhttps://www.bloomberg.com/news/articles/2021-01-29/mobile-bank-moneylion-said-in-talks-to-go-pu
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Thread on my research on "Buy Now Pay Later" #BNPL companies.Affirm $AFRM, Klarna, Afterpay $AFTPY, Hoolah, Split It, Quadpay, Paypal CreditBill Me later $PYPL, Marcus Pay $GS, Future Pay, Sezzle,
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2021 - My (hopefully mammoth) sharing thread.A bit of an experiment for the year ahead, I'm going to use this thread to share my favourites books, podcasts, articles, etc... one
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Potential Tesla earnings surprises A long thread for Tesla The usual Tesla earnings wildcards include:Regulatory Credits FSD Revenue Forex Impacts Restructuring Costs... but 2 more unexpected wildcards could make a
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A Key strategy often overlook by Advisors- AUM Carve-Out Strategy, A BIG DEALthread/ 2/ AUM Carve-Outs, amongst the most important strategies used by elite Advisors, When done right - this
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Short Commercial EV thread: $RMO, $ACTC, $CIIC, $HYLN, $NKLA, $NGAI spent a week understanding the market first and then looked at all presentations Market: Global Commercial market for Class 5-8
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$LGVW to merge w/@ButterflyNetInc -- a disruptor in ultrasound.Learned about it a few days ago & had a chance to dig in.A thread . The product: "Butterfly IQ+"-Puts ultrasound on
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Ark Invests January Market update Webinar Highlights:(more in replies) 1. Economy- Cathy sees explosive ER for 2021 bc lower inflationary risks & higher commodity prices - in 2019 $140 eps
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Catching up on a number of tokens that got shilled to me over the last two weeks. Quick and dirty reviews only, so assessment might be off/too harsh/partial etc. Don't
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Joshua Kimmich | The mentality monster โ€œJoshua Kimmich is a player that will shape Bayern Munich as a clubโ€-Hansi Flick [APPRECIATION THREAD] Joshua Kimmich is one of the best players
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Startups underestimate the importance of stack choices.They fast-grow into companies handicapped by vendor lock-ins, siloed tools, and overspecialised teams.Last year when I started from scratch, I did some digging. Hopefully,
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Will go one pithy finance / investing observation/opinion per like on this tweet. Will get ball rolling for free given recent talk about startup funds. Reserve the right to go
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[IMPORTANT THREAD] 1/ Why are there so many connections between celebrities and water companies? Some are owners, some are investors and others just get photographed with the label strategically facing
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$TDOC acquired BetterHelp in 2015 to provide online mentall counseling. The #1 competitor @talkspace is planning to go public via a SPAC $HEC https://www.bloomberg.com/news/articles/2021-01-11/talkspace-said-near-deal-to-go-public-via-doug-
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This week @evolvingseas highlights Black scientists in #MarineBiology #Evolution & #Ecology. Discover exciting research & potential collaborators/mentors, diversify syllabi, identify award nominees & more. Join discussion w/ ret
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