#Tailwind

Patrick OShaughnessy

patrick_oshag

1/ GameStop is one of the most fun businesses to study for both its success and failure. Relative to other specialty retailers, it dominated up until the financial crisis, but

Value Downunder

DownunderValue

Tassal Group $TGR $TGR.AX are a Tier 1 #ASX aquaculture firm specialising in salmon and expanding into prawns. For 1.5 years their stock price has been beaten down and now

Peter

peter

A lot of action in the DMs today over the Visa-Plaid non-deal. Might as well make some of my thoughts public... Winners: Plaid, Mastercard/Finicity, and future Plaid investors Losers?

𝕮𝖍𝖎𝖗𝖆𝖌 𝕯𝖆𝖘𝖍

chiragdashj

Don't let PE ratio and suppressed ROCE fool you in Screener.1st half was affected by Lockdown where as second half and FY 22 could see substantial recovery in demand from

MOAT Investing

InvestingMoat

Update on $FSRV@Mindwalletbody @skaushi @chriskatje @satindia @rubicon59 @RobEducated @FoxyFomo 1) We feel the discount against comparables partly reflects $FSRV risk, unable to acquire Katapult. Once the acquisition closes, we think

Ari Paul ⛓️

AriDavidPaul

We're probably entering (I think) a brief and minor correction now, but we're still in the midst of a violent bull run that will soon be more violent. Here's a

𝙑𝙄𝙋𝙄𝙉 𝙎𝙃𝘼𝙍𝙈𝘼

thisizvipin

D 94-100 (thread) finally I've completed this challenge it took me more than 100 days. In b/w this challenge, I had some college assignments and also gave my final semester

Sunny Solutions

Sunny_Solutions

I don't see a ton of attention towards healthcare companies from FinTwit compared to tech companies but $CRSP has a webcast on Dec. 9th that could provide a tailwind for

Charles McGarraugh

CMcgarraugh

Fantastic article.The incentives of the monopoly internet platforms inevitably drive their algos to foment polarisation. Optimising for engagement embeds it in the math.That’s a core feature of the political economy

Jonathan Reinink

reinink

The last few months I've been super busy building native iOS and Android apps for my SaaS app. This week, they got approved by Apple and Google, and my customers

Shiektal

shiektal

$CMLF / $CMLF and @sema4 - Deep dive on my largest position post merger announcement. I was expecting a more focused company, stagewise, as the target but am very excited

Weng

AznWeng

The SolarWinds security breach last year will be a huge tailwind for cybersecurity stocks. But there’s 1 under the radar stock that should also benefit: $SPLK. Here’s some data that

SLC

SLC_Fund

1/x Bank Summary Banks are past peak reserve builds and have started to release reserves as the economic base case is improving. Deposit’s / consumer currently strong due to the

beyond mental models

beyond_mental

1/ Specialty cnsmr ingredient (SCI) cos r prt of an oligopolistic mkt wid ~$90bn TAM grwing @ 4%-5%.SCI stks hv bn lng-trm compounders - outper4mng chem. peers, S&P 500, &

Dev G

dev_rivervalley

Is India IT sector ready for a structural rally? We will know soon. IT can fill the vacuum caused by Financial sector de-rating as it can absorb big money. Unlike

Kati Frantz

bahdcoder

Want to know how I grew rapidly as a developer? I took popular apps, and made a lot of research about how they built their app, and how I would

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