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Mike Vestergaard
mhvestergaard
$PINS – SUPER THREAD ABOUT PINTEREST We will come by facts, newsflow, Financials, a lot of own notes and all other stuff (including a lawsuit!) Always apricate a comment, retweet,
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$TTCF MEGA-THREAD ABOUT TATTOED CHEF This company has my full attention at the moment! I Will keep digging deep the next couples of weeksAlways apricate a comment, retweet, and dialogue
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Is Asymmetry investing something we should do some more? Let’s take the debate! I use Asymmetry investing on portfolio-level, where I try to play the math to my advantage and
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$DOCU A long thread about DocuSignWe will come by: Facts Competitors TAM and future Statements And a lot more! ARE YOU READY? 1/x Facts Founded: 2003 HQ: San
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$LMND – Lemonade insurance, MEGA THREAD! One of the longer ones, but we will come around the company, numbers, bull/bear-case, 2021 expectations, products, etc.Always apricate a comment, retweet, and dialogue
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$KAHOOT UPDATED THREAD WITH MOATS AND MY VIEW.1/ Starts with moats.Always apricate a comment, retweet, and dialogue about these threads 2/It is “easy to copy”, no it is not. It’s
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1/x $ZNGA A thread about Zynga Inc. I have been around Zynga for some time and invested since $8,05 (November). I have collected all kind of materials, so here we
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1/ $KahootLast week I analyzed this company (in danish, I will translate it soon). But key points: Info about the company: - Founded: 2012 - Employees: 71- Investors: Disney, Microsoft,
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