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Mukund Mohan
mukund
My investing style explained. 1. I focus first on markets - I like large TAM & SAM, obvious market structures and composite market dynamics. If the market does not suit
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EV Charging - A thread on the segment of charging infrastructure & stocks including$TPGY $SBE $CLII $BLNK $NBAC $BEEM $STPK $TSLA $IDEX According to the International Energy Agency, which forecasts
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4+ years ago (June 25th 2017) I was taking the bus back home from work. A developer friend was telling me "Get in on this bitcoin thing" - lets
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Short Commercial EV thread: $RMO, $ACTC, $CIIC, $HYLN, $NKLA, $NGAI spent a week understanding the market first and then looked at all presentations Market: Global Commercial market for Class 5-8
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$TDOC acquired BetterHelp in 2015 to provide online mentall counseling. The #1 competitor @talkspace is planning to go public via a SPAC $HEC https://www.bloomberg.com/news/articles/2021-01-11/talkspace-said-near-deal-to-go-public-via-doug-
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Stoicism: Shaping your character is ultimately the only thing under your control.Through a combination of rational introspection and repeated practice, you can mold your character over the long term.I am
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I "created" 4 ETFs in Nov 2020. Each had < 30 stocks. Results1. Cannabis +127%2. Genomics +49%3. Solar + 46%4. eCommerce +36%What I learned:1. 3-4 stocks drove over 75% of
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Thread on my research on "Buy Now Pay Later" #BNPL companies.Affirm $AFRM, Klarna, Afterpay $AFTPY, Hoolah, Split It, Quadpay, Paypal CreditBill Me later $PYPL, Marcus Pay $GS, Future Pay, Sezzle,
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ARK summary from @CathieDWood https://www.youtube.com/watch?v=MzPzz24UN3c1. Equity markets broadening out (more stocks hitting highs)2. Expect strong V shaped recovery3. Expects earnings explosionNotes: M2 up 26% YoY- unprecedented Notes:2.
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Cantor Fitzgerald SPAC $CFII (ht @questioneer99) - the target was announced a few days ago - a "Dynamic Glass / Smart Window company called View - https://www.view.com View is in the
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A quick thread on $IPOE (SoFi) if you have not seen it elsewhere. I know there may be others with better information and analysis so I will link to them
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Viewing futures and making decisions.Yesterday I was challenged by friends to "not be a talking head" and stick to what I do best - gather data and analyze, instead of
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