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Brandon Beylo
marketplunger1
Listen up you @michaeljburry fanboys/girls (myself included)! You made some money on $GME. Congrats. But do you know what else The "Big Short Squeeze" holds? Probably not. Here's a thread
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[THREAD] A Sober Look at SPACsSorry to rain on the SPAC parade, but it's important to understand the inherent shareholder disadvantages in the current SPAC structure: - Higher cost/dilution -
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Dennis Hong (@DennisHong17) Framework For Understanding Optionality is a MUST READ. S/O to @ClarkSquareCap for sharing!Source: https://files.constantcontact.com/3b2a12b0701/26a3e1f6-a1ba-4aa4-937a-011361abb2da.pdfHere are Dennis' Four T
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What if I told you a glove manufacturer would beat AMZN in a 5YR return CAGR. Would you believe me? Thanks to COVID, that’s exactly what Top Glove $BVA did.
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[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
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Rightmove (RMV) is one of the decade’s top-returning stocks. Investors have generated a +1,500% total return!Studying the Super Stocks of the past helps us spot future Super Stocks today. Here’s
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[THREAD]Let’s learn about Mr. Market’s latest AI IPO: C3 AIC3 allows companies to develop, test and run full-scale, real-time enterprise AI applications.The company’s led by one of the sharpest founders/CEOs
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[THREAD]J.P. Morgan released a 100+ page CIO survey. The theme: Cloud Computing & Digital SuperpowersI read it so you don't have to. (H/t to @saxena_puru for covering some of these
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