#Valuation

Yellow Lab Life Capital

YellowLabLife

We need to talk about cancel/de-platforming culture & how this is super bullish for cryptocurrencyLet's talk about PornHub...which has had a very interesting last couple weeksTo be clear, this is

parul singh

parulia

Sometimes it takes a few startups, raising several rounds of venture funding, and going through an acquisition process — before founders understand some of the *unwritten dynamics in venture capital.*

Ninos M

ninos_mansor

Post-Musk crypto markets are going to be eclectic and confusing. Retail is now here to stay, so capital rotation becomes more idiosyncratic. $DOGE type moves that leave us totally bewildered.

Faiz Rahman @BEENEXT 🇲🇨

faizrahmannnnn

Since this is the end of 2020, I would like to highlight arguably the biggest tech events in each month in Indonesia from January to December 2020.A thread... (Jan) Indonesia’s

Riley English

cardinalcap12

$BOL.FP: The Bollore Group consists of a large stake in Vivendi, which owns Universal Music Group, the world’s largest music label, a global freight forwarding business, a pan-African logistics business,

McJulie is doing Mardi Gras

mcjulie

This article is from May 8 but I missed it. Some fascinating insights into trump-family brain: they are apparently ALL empathy-less money-fueled robots.https://www.washingtonpost.com/outlook/2020/05/08/jared-kushner-coronavirus-failure/ &qu

Jim Malazita

JMalazita

As someone writing about Epic Games and the Unreal Engine, I've been thinking about Epic v. Apple, and was inspired by @Sierra_OffLine 's thread.Something to add: this isn't (just) about

@[email protected]

EatSleepCrypto

For those of you who follow me for @OfficialESC insights, @rogerkver's ongoing thread with @cedricmakes is producing the most important conversation about cryptocurrency valuation that I've ever listened to.https://www.youtube.com/w

Matt Smith

MatchasmMatt

Tesla Q3 2020 Earnings Estimate (Thread)I’m projecting $0.79 of Adjusted EPS on deliveries of 143,000. This is higher than street estimates, but not nearly as drastically as it has been

Preferred Shares

PrefShares

For the first time, long $BRK.I have a lot of ?s about the capital allocation, and am not enamored with some of the businesses... but I believe it will grow

Richard Chu

richard_chu97

My portfolio as of Jun 30, 2020:$LVGO – 28.9%$CRWD – 16.7%$ZM – 13.4%$DDOG – 13.0%$AYX – 12.2%$ROKU – 2.9%$GH – 2.2%LINK – 1.0%Cash – 9.7% Performance:+116.6% YTD vs -4.04% S&P

Meb Faber

MebFaber

1/ There are a lot of investment sayings that get repeated by individual & professional investors alike.One I hear parroted over and over again is a variation of “high stock

Michael Norris

briefnorris

X: Wow, you really flubbed this $PDD call, didn’t you?M: Sorry, what?X: You know, you’ve been knocking $PDD for a year and the stock is up 400%. You flubbed it.

Yano

JasonYanowitz

This is the argument for a 5% allocation to Bitcoin.It’s a summary of Wences Casares’ blog post written nearly two years ago (with direct quotes copy pasted).Part one: Why Bitcoin

Dinesh S. Thakur

d_s_thakur

#longthreadDisclaimer: This is a hypothetical story; a work of fiction. Any resemblance to actual events or locales or persons, living or dead, is entirely coincidental. Long long go, in a

Dave Lee

heydave7

Tesla has announced a $5 billion at-the-market stock offering.Here's some thoughts... Tesla raising money is always @elonmusk's decision, so this is IMO Elon's decision to take advantage of what he

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