#Optionality

Santiago Hunt

santiagohunt

1) Lately I’ve been asked a lot about Sea Ltd.So here’s a thread with thoughts. I won’t go into financial forensics (not much I can add) – instead I’ll try

Shreyas Doshi

shreyas

There are Good Product Managers and there are Great Product Managers. There are also Okay Product Managers and Bad Product Managers, but we will focus on the Good and the

Brock Briggs

BrockHBriggs

Back in December, each member of my Asset Allocation and Security Selection class were tasked with selecting a company to buy and hold for the next year. $300,000 split between

Aaron “Multibagger” Bush

aaronbush100

20 powerful (and usually underrated) competitive advantages [THREAD]: Textbook advantages like network effects, high switching costs, economies of scale, and intangible assets can clearly be powerful, but let's dig a

Richard Chu

richard_chu97

Which DTC telehealth company was the second-fastest startup to join the unicorn club, grew sales (91% recurring) at a 128% CAGR since 2018 with 71% gross margins, can you buy

ztinvesting

ztinvesting

Sea Limited - $SE: My Analysis (Thread) The first thing I look at is the mission statement. $SE ‘s is “to better the lives of consumers and small businesses of

⚢ evil wife ⚢ @ COMMS FULL

baph0meat

alright guys. im honestly too tired to get super far into it, but i want to quickly type up the things that, to me, were the biggest takeaways from the

Maple Leaf Capital

MapleLeafCap

0 - As I delve beyond the ETH ecosystem as local #DeFi token circulating market caps soared (200-500 mm), $LUNA by @terra_money at ~160 mm USD market cap really stood

Modelio Equity

Modelio_Sthlm

1. A company that has been brewing just outside our Top-5 for some time now is the electroporation (EP) company MaxCyte. Modelio assesses it as one of the best investments

Mighty Invest, LLC

MightyInvest

Why is booking a 100 bagger so tough?Because our ability to think that far into the future is insanely hard. AND it’s new to us.It was only in the last

Brian Feroldi

BrianFeroldi

1/ When to sell (thread)Selling is harder than buyingI rarely sell, but that doesn't mean I don't everHere are the 11 reasons I will sell 2/ Thesis BustedIf I was

🟥Q-Cap🟥

qcapital2020

So i was about to drop a on $BFT and my laptop crashed of course .... lost everything However given a lot have asked me my opinion on this, I

Virtual 🖤 Instinct

Virtual1nstinct

: some principles I believe the felt-barbell strategy is almost always superior in human life to taking what feel like moderate riskshave some things in your life almost everyone can

Valuations

Valuations_

HAPPY NEW YEAR FRIENDS! To start off 2021, I’m going to debunk the popular myth that GameStop is the next Blockbuster. CC: @jimcramer $GME 1/ We know Blockbuster was Carl

Micah Rosenbloom

micahjay1

We’re in the fortunate position of having several portfolio companies in the position to raise $30-50M+ growth rounds. This is a great option to have! But it’s riskier than most

Raoul Pal

RaoulGMI

Do we have the wrong denominator?Many of us believe that Fed money printing is creating an asset bubble. But when we switch the denominator to the Fed balance sheet equities

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