#Valuation

james lort

LortJames

Maxcyte (MXCT) thoughts heading into 2021. Maxcyte has 2 business and there are near term potential valuation triggers for both. I have no idea whether current price is up with

David Baskin

DavidBaskinBWM

As everyone is talking about the bubble in speculative, hugely over-priced stocks, I was thinking back to the #Nortel fiasco of 20 years ago. The story is worth reviewing.Nortel became

Roberto Perli

R_Perli

A couple of thoughts on monetary policy and asset valuation. First, tightening policy to ward off bubbles is like trading a SURE worse economic outcome in the near term for

Brian Feroldi

BrianFeroldi

11 Reasons I will sell a stock:1: Thesis busted / I made a mistakeI was wrong on the moat $GRUBOutside forces matter more than I thought $KMIManagement can't execute $TRIPBrand

Nithin Kamath

Nithin0dha

Almost unreal that we could represent Zerodha on the cover of Forbes. Some personal lessons from the many highs & many lows in this 20-year journey working, trading, trying to

Ankit

Fearless_We

Some new businesses I entered in the last 3-4 months- #SISIndia - Largest provider of security solutions in India and second largest provider of facility management services.- #GNFC- Company has

Mr. Future of Work

timsalau

I believe ownership is really important for founders. You need to create a stock plan and reserve equity for you and your co-founder, but don't give yourself too much equity.

Macro Tactical

MacroTactical

A stock’s price always has and always will be, what someone else is willing to pay for it. It has been like this since humans have tradedMetrics are completely useless

Dan Cahill, CPA

Mindwalletbody

$FTOC why am I so bullish near-term? Other than the great DD in the thread below about @Payoneer as a company, it's the timing and wording of the @business article

Money Theory

money_theory

Blue Chip Investing, Creating Wealth From Dividends. //THREAD// Blue Chip Investing refers to buying *high-quality stocks* at a *reasonable price*Why invest in a Blue Chip?Less risky. Good quality. Outperformance. Strong

Tola

adetolaov

Quick observations for fintech businesses/digital banks from financial results of Monzo, Revolut & StarlingLesson 1: LENDING HURTS. Starling earned 2.1m from interest but has 2.2m in bad loans. Monzo has

allgoldeverything

J264B

There’s a lot of misinformation on this site about IPOs and the IPO process. For simplicity, I’m going to lay out the most relevant parts of the process. While this

Evan LaPointe

evanlapointe

Is stock performance and valuation indicative of deeper health?HAHA NO!Here's a crystal clear explanation of where valuation comes from and why you (in the role of employee, investor, good human

Lin

sendoh34

Here are some thoughts on financial markets for the new year. The stock market mania is obviously widely talked about on Twitter, but hopefully these thoughts are still helpful. 1)

Kyler Hasson

kylerhasson

(1/n) Short thread on the $BRK 10-Q. Like many others, I was very encouraged by the $9bb buyback.$BRK, with its financial conservatism, business diversification, and rational management, is a tremendous

Ray

heartof_thesea

There's degree of reflexivity of growth rate of hypercloud (aws, gcp, msft etc)Saas cos (with past 5 yrs of amazing equity performance) hv access to capital to hire sales ppl,

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