#Valuation

Davey

TheRealDavey2

1/n $CLCT silenced activist investor Alta Fox while they were in the process of selling the company for less than Alta Fox thought it was worth. On 28 September, in

Mukil Karthik

karthik_mukil

$LUNA $MIR Notes to MyselfI did two mistakes.I wanted to buy $AAVE and $SNXPros : 1) Defi bluechips2) project valuation could be done by DCF method3) Coinbase listing imminentCons :

Yellow Lab Life Capital

YellowLabLife

Thinking about the role of sizing in a portfolio. Some PM's size on conviction (not valuation, but quality of thesis, set up, path to getting paid), others purely on valuation

SpartanBlack

SpartanBlack_1

0/ I decided to do a tweet storm about DCF models and their usefulness re crypto assets for those valuation diehards out there. 1/ I have come across some analysts

Neckar

NeckarValue

1999 article on Yahoo for a glance at the dotcom bubble mindset.It's not that investors didn't understand valuation. They accepted it reluctantly because internet stocks were ripping and they had

BBN

BigBiteNow

1/5Over at #BCN the text book churn in and around the 45p placement price goes on.At some point it will pop, though it may take the Ganfeng approval update to

Mira Christanto

asiahodl

Following Coinbase's IPO announcement, we value the company at $28 billion. Coinbase is one of the most prominent exchanges with $1 billion daily volume in Dec-20. Check out our model

The Rev

TheRevDC84

(1) $OPTI VALUATION THREAD: OPTI is INSANELY undervalued any way you consider the executed $2B PPE deal. We’ve created a single graphic with 3 valuation models to demonstrate this very

Fundoo Professor

Sanjay__Bakshi

Very valid points made by you. In the class, the example is a bit more elaborate. For example, I include "hafta" as a necessary expense. Now let me try to

Ryan Henderson

CCM_Ryan

Here’s what I’ve learned after 1 week as an intern at The Motley Fool1) Pessimists sound smart. Optimists make more money.2) Winners win3) Can’t borrow conviction Thread 1) TMF is

Arun S. Chopra CFA CMT🧐

FusionptCapital

Here's what they teach about how fundamentals, valuation, and investing works. It's so engrained in some they have created all sorts of rationalizations when this consistently doesn't happen (others are

Harish Krishnan,CFA

hktg13

"% of GDP"- see this sprouting everywhere- be it market cap of Apple to GDP of India or IPO funding of ANT to GDP or the even more sacrilegious reversal

Daryl

Daryllautk

Market Cap or FDV/TVL is a meme metric that really only considers things from a surface level and should never be the only metric which you use to approach an

Jurrien Timmer

TimmerFidelity

(THREAD) 1/ Is the market’s current valuation really as bad the Shiller CAPE suggests? In my view, the answer is no. Here’s why. 2/ This shows the Shiller CAPE, or

Vijay Boyapati

real_vijay

There are four main valuation frameworks for #Bitcoin and I wanted to summarize them with a target valuation that one would assign if one subscribed to that framework.Thread

Elizabeth Yin

dunkhippo33

An exciting Friday tweet thread on SAFEs, convertible notes, and equity (joy!) - the key differences and things that many ppl often get wrong.Read on >> 1) If you're raising

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