#HotelTonight

Jonah Lupton

JonahLupton

Today is going to be a rough day for many growth stocks especially the Covid winners like $ZM $PTON $DOCU $ROKU etc (down 5-15% pre market). With this vaccine we’re

Brian Cramer

BC_925

A thread on #AirBnB, which will become a great public business because (i) it's the best product in a very large market, (ii) strong fundamentals led by hosts, (iii) a

David Frankel

dafrankel

Are you better off owning a gold mine or operating a toll road ?Both can be lucrative businesses.Each has dramatic drawbacks.Specific personalities are required to make either work.A quick

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