Toggle navigation
TWunroll
TWunroll
faq
Contact US
Mukund Mohan
mukund
Here is my process since many of you asked. It is simple. 5 Steps:1. Screen2. Validate3. Verify4. Watch5. Average In 1. Screen:I try to look for very high quality companies
Read more
$GMBL took my time to DD. I spoke with the company's head of strategy and scheduled a call with the CEO. I also heard analysts covering them talk about why
Read more
How to "Do your own research" when you dont have time or the inclination but also dont want to blindly follow "FinTwit Experts"?A short thread. Only valid for these times
Read more
$GHVI - a thread on Matterport.Disclaimers:1. I dont own shares.2. I am/was a skeptic - If you search $GHIV and my name on twitter you will see me worried about
Read more
Valuations, Valuations, Valuations. How to get comfortable with high valuations for high growth exceptional companies. A data driven thread with some examples:$CRWD $MELI $SE $OKTA For this thread I looked
Read more
Coupang $CPNG, South Korea's eCom marketplace IPO.$12B in Rev, growing at 91% YoY, $500M loss, seeking $50BvaluationComparables. $MELI ~$5B in Rev, $96B Mcap$PDD $9B Rev, $196B Mcap$SE $5B Rev, $141B
Read more
$FUSE - Money Lion merger acquisition - I read through the entire presentation, built a model and I have more questions than answers.Disclaimers: I have NO shares any more. I
Read more
EV Battery overview Batteries are the key differentiator between the various EV manufacturers. The amount of energy stored in the battery determines the
Read more
$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
Read more
eCommerce was in its spring training in 2000, 1st innings was until Covid, 2nd innings was 2020-2021.The 3rd innings will benefit enablers - payments $FSRV, $AFRM, $BFT, $FTOC, etc.This is
Read more
A thread on $RTP - @hippo_insurance from Bloomberg. There are multiple threads on the company, and I wanted to give you my own experience in the space and
Read more
Thread on $PTON - to discuss (not counter) the bear thesis. This is not a "crush the bears" tweet thread. That's not my style. I want to discuss the
Read more
‹
1
2
3
4
›
By continuing to use the site, you are consenting to the use of cookies as explained in our
Cookie Policy
to improve your experience.
I agree