#Portfolio

Michael McGill

mcgillmd921

IT Professionals...To reach your potential you must work on yourself harder than your technical skills.You have to build your soft skills.Over the next 30 days, I'll be writing a daily

Richard Chu

richard_chu97

Growth Investing Resource List: I often get asked about this, so I’d thought I’d share some that have helped me.When you’re starting out, it’s important to find the RIGHT mentors

The Tycoon Mindset

tycoonmindset05

Gland Pharma IPO [Company Analysis]:A Generic Injectable @unseenvalue @drprashantmish6 @safiranand @varinder_bansal @ipo_mantra @punitbansal14 @arpit971 Report and thread #investing https://thetycoonmindset.com/special-situation/gland-pharm

FrenchMunger

FrenchCMunger

I’m not a smart person so I might (or even must) be wrong. But this is the way I look at a 100x PE stock. My bar is a 10%

Brenden Mulligan 🇺🇸

mulligan

Last week, I said I'd share a bit about angel investing but got distracted.In 2020, I ramped up my angel investing. I invested personally and as a Sequoia scout.I ended

Gale Wilkinson @Vitalize

galeforceVC

3 biggest lessons from @VitalizeVC Fund 1:Fewer deals is better (Fund 2 is modeled @ 7 fewer portcos)*Longer deployment period is key - first time mgrs need time for exits

Ammar Khan

rogueonomist

What is Raast? An Explainer.It simply allows payments to be processed instantly. Each Bank has its own payment system, like a pipe. Many pipes not talking to each other, or

In Practise

_inpractise

A short story on how $amzn started selling swimming pool products vs $POOL Small business owner customers are relentless focused on price and it seems if the saving is large

Duarte

FradeDuarte

What were your biggest investment mistakes in 2020? I start with mine:1) Sold:$DIS$UNH$ACNI was "caught" in the http://F.O.MO of the tech rally. I used the proceeds to buy $FVRR and

Santiago Velez

Santiag78758327

1/ Research has shown that credit expansion by banks in emerging markets may be significantly constrained by the inability of the banks to reduce the liquidity risk associated with nonsecuritised

Emanuel Derman.

EmanuelDerman

A short thread about GameStop and Populism and The Central Dogma of Derivatives.The “populist” nature of the r/WSB pumping of GameStop that required SAC and Citadel “experts” to rescue Melvin

Billy Easley II

billyez2

I wrote about why the Trump Presidency wasn't worth it for conservative legal activists.https://www.libertarianism.org/articles/myth-trump-judicial-success If you're a conservative than the extraordinary bounty of federal judgeships

Hank Green

hankgreen

There's always been this group of absolute shits that have believed that gold is the one true currency and that investing in a yellow rock is the only true investment

New River Investments Inc.

NewRiverInvest

If you had a p&l 2008-10 you remember how fiercely disbelieved the second-derivative rally of Obama’s “profit-and-earnings ratios” + Bernanke’s ”greenshoots” were. If it was your first crash, you probably

𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦

TrungTPhan

1/ About a decade ago, MIT professor Andrew Lo lost 6 people (incl. his mother) to cancer over a 4yr span. These losses spurred Lo to find a new financing

KushDaddy101

KushDaddyOG101

More DD on $TCNNF, more it makes sense to be second highest weighting in portfolio. @rivers_kim Increase guide of $465-485M rev 2020 still too low with almost 50% adj EBITDA.

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