1/ You haven’t seen nuthin yet...$MSOS have atleast 15x upside from current levels Thread 2/ Assumptions:TAM of sector in 2030: $100 billion Long term Profit Margins: ~25% US Operators Profit 2030: $25
Venture Capital:#1 questions I use to determine the time and energy I’m willing to invest. Applies specifically to early stage: -Series Seed or Series A-You are the first or second
Price targets for growth stocks are meaningless in this day and age. I believe the table is set in an unprecedented way. The “PE” ratio on the 10 year treasury
My favorite passage from 100 baggers by @chriswmayer. See in the thread Imagine if a friend had introduced you to Warren Buffett in 1972and told you, “I’ve made a
The more I learn, the more I realize that most experts are really good at 1)aggregating information, 2)connecting multiple/varied dots, and 3)articulating complex insights in a simplistic manner. Thread contd...
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