#Portfolio

Christopher Seifel

SeifelCapital

After a couple of false starts with other companies, I settled on $U for the most recent version of the Seifel Capital Newsletter.Two big things struck me:1) Inherent moat2) Potential

BlueToothDDS

BlueToothDDS

More thoughts on $FISV following investor day last weekThis time focused on the newly named FinTech segment: core account processing and digital banking arm of legacy FiservTLDR: While it’s the

Calm 'n Cents

TheCalmNCents

Hi, I'm Calm 'N Cents!I'm recently separated and going at it on my own.So, for all of my new followers and my new situation, let me introduce myself!|| THREAD ||

In Gold We Trust

IGWTreport

The Covid-19 pandemic will have profound implications for the global financial system.Drawing on insights from our 2020 #IGWT report, this 20 tweet thread (created by @TheAustrian3) looks back at our

Mélanie Copeland (she/her/elle)

Copeland309

1/5 My expression of gratitude to all of you - a thread.So 2020 is coming to a close and I'm getting all sappy thinking of the amazing folks I got

ORF

orfonline

In September, MLI and ORF organised their first Canada India Strategic Forum, a joint initiative supported by the Canadian and Indian governments: https://bit.ly/38yTaMX The discussion, held under the Chatham House

Tao Value

TaoValue

1/ Nice to see our letters being followed by InsiderMonkey. $PDD is certainly one of our best idea recently. To be clear, we started the position in 18 Q3 at

Philip Gunst

GunstPhilip

New long-term-position (2nd largest) added to the portfolio - Wolfden Resources $WLF.V Kurs: 0.26Mcap: 33M CADBørs: TSX-V (Canada)Ownership:Altius: 14%Kinross Gold: 10%Insiders: 9%Bear Analyst PT: 0.45 (+80%)Avg. Analyst PT: 0.7 (+180%)Bul

Frank Rotman

fintechjunkie

1/26: It’s hard to produce a 3X+ #VC fund. It’s much harder to do this consistently. Our first 4 funds are mature enough to know where they’ll end up and

Locked-Up Capital

lockedupcap

Thread of my "market tuition" and investment mistakes I made as a young, "deep value" investor. Luckily dollar amounts were relatively small. Ordered by most amusing to me. Made plenty

Alexander Roznowski

IPO201

1/8 LARGEST CANNABIS SPAC EVER: The Parent Company $SBVCF brings together JAY-Z, Roc Nation, Caliva, and Left Coast Ventures to consolidate and dominate California, the world’s largest cannabis market, through

Chidi

chidi_esq

Re: Mr Eazi’s proposed song investment structure. 1. Typically, investors would invest in labels via debt or equity. Aggregated profits from streaming income, sales, merchandise less overhead and profit share

LearnLifeWealthTravel | Dream Big, Think Growth !!

AnyBodyCanFly

Rakesh Jhunjhunwala is an Indian billionaire, investor, trader, and chartered accountant. He manages his own portfolio as a partner in his asset management firm, Rare Enterprises.He is known as stock

Nacho Iacovino ⚡

nachoiacovino

How to optimize images for web One of the most common mistakes I noticed by reviewing websites is that many people don't optimize their images.Let's take a look and why

Brennan Schlagbaum, CPA

Budgetdog_

For the twenty years ending 12/31/2015...The S&P 500 Index averaged 9.85% a year.The average equity fund investor earned a market return of only 5.19%. Why is that? A thread.

New River Investments Inc.

NewRiverInvest

people should really focus on the TIPS curve not the break-even curve. the break-even is simply a residual and would only be meaningful if the markets were comparable in size

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