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Return on Capital
CapitalTalk2
Today I want to share my (working) mental model for thinking about valuation...(Warning: this thread is slightly math-y)THREAD: A FRAMEWORK FOR THINKING ABOUT VALUATION 1/ Valuation is a tough concept
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Scribulatora
Scribulatora
What a laughing stock the conservatives are making of our country. First O'Toole pretends to talk to Pfizer and co-opts them into his deception, Ford threatens them with "firecrackers up
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Gab.com
getongab
There is no reason for this behavior. As a social media CEO I empathize with @jack the most out of any Big Tech CEO. He does not control Twitter via
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Cory Doctorow #BLM
doctorow
Between the pandemic, the uprisings, and the gloves-off/mask-off rhetoric of the GOP's white supremacist leaders (and the dog-whistles of the reactionary elements of the Democrats), it's clear that the system
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Reed Sherman
Reed_Wolfpack
1/ Random thought: the current SPAC boom has accelerated so rapidly because PE/VC firms were/are in desperate need of a new method of exiting bad investments that they have been
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The Rosenbach
TheRosenbach
It’s a big (little) day at The Rosenbach! One of our latest acquisitions is this miniature model of John Fleming’s library and gallery in NYC. Fleming was hired by the
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Persimmon Tree Investments
PersimmonTI
Keeping them honest: $IBKR #Robinhood [Thread] $GME, $AMC, $BB, $EXPR, $KOSSThis will be that last that I post about this topic -- the bread 'n butter is biotech, I know
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Luke Donay 📈🚀💰
LukeDonay
It’s time to talk about the largest eCommerce company in the world. Here is the breakdown on $AMZN, otherwise known as Amazon.Current Price: $3,109.521352/Wk High: $3,552.2552/Wk Low: $1,626.03Market Cap: $1.6
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TheWealthCoach
IndexandETFs
Why index investing is the strategy I choseTHREAD I should start by saving I believe in the American economy and financial system as a wholeBecause of that, I'm basically
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Arlen Parsa
arlenparsa
An awful lot of problems in America today stem from the founders’ lack of imagination.They couldn’t imagine private health insurance companies that trade on the stock exchange.They couldn’t imagine churches
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Dr. Elizabeth Sawin
bethsawin
There's nothing wrong with you. That cognitive dissonance you are feeling is entirely appropriate. If you name it, out loud, you just might help someone else today. Some possible questions
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Tom James
TACJ
God Photoshop is a mess. Software platforms that get so horribly bloated over so many years that people can't see how horrible they've become. Weird combination of frog boiling and
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Andrew Fidel Fernando
afidelf
My favourite MS Dhoni memory is of his keeping, but this story also strongly reminiscent of his chasing strategy with the bat.In that must-win match against Bangladesh in the 2016
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Jake Halusker ⚾️ 🥏
TheDustmite
I know the concept is a little trite and overdone, but I'd like to suggest some possible simple fantasy baseball New Year's resolutions, a list from which we all could
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ztinvesting
ztinvesting
I like to think about managing my portfolio like an NBA GM thinks about managing his basketball team. Here is how Warren Buffett has said if you have LeBron
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Melissa Chen
MsMelChen
WallStreetBets inspired other retail investors half way around the world. In the Reddit form BursaBets, Malaysian investors discuss buying and holding medical glove stocks, driving up Top Glove shares today.(Note:
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