#Valuation

Eli Montgomery (They/Them) 🏳️‍🌈

Intentionaut

The revisionist history of how tech companies talk about themselves shouldn't be amplified by people without critique.Airbnb is both a hospitality company and a housing shortage accelerant. It incentivises multiple

Zay Capital

cap_zay

A thread on one of my wort performing positions in the last 12months and my thoughts going forward. $FTS.to is a nearly 100% regulated utility focused on transmission assets across

Arunima Khunteta

notausualwriter

Twitter talks about breaking free from the rat race but then pushes you into another - "Followers"Dealing with Follower / Content / Twitter ADDICTIONA Thread It is GREAT to grow,

Simon Johnson

guruintraining_

Over the course of the next few days I'll be sharing a bit of info on the different financial ratios/multiples/variables that are used to support a person's decision to invest

Simon Johnson

guruintraining_

Taking a stroll through some market fundamentals today. **data from JN. I assumed that their maths works out.PE- Price to EarningsPB- Price to BookROE- Return on EquityTypical glance at fundamentals

Looks Good On Paper-Felix

lgopfelix

I get a fair few DMs asking where I get a lot of my data from, and whether I pay for any of itI use solely freely available data, so

Corey Hoffstein 🏴‍☠️

choffstein

1/ A quick thread highlighting some of my favorite papers of the year, picking just one paper per month based upon when they were published!(Warning: There will be a quant

Matt Willes

SkolCapital

Today in mezz threads:Finding collateral where there isn’t any ... aka, my most innovative idea (and I’m giving it to you for free)! Let’s revisit this thread from my early

Wyatt Cavalier

itiswyatt

Just nerded out on @OnRallyRd 's upcoming auction of a 1986 - 1987 unopened box of Fleer NBA cards.This is selling for $165k and goes live 11th December.But is it

Turner Novak

TurnerNovak

Stitch Fix is likely a $100b company within 10 years. Quick thread: Stitch Fix owns a direct channel to recommend and ship products to 3.5m users (growing 20%/yr). Many are

Wall St. Dropout

WallSt_Dropout

1/n I'm trying to challenge my historical bias on valuationIn a digital-first economy, barriers to entry are low, but barriers to scale are high. Scale =Terminal value The Q: How

Adam Davidson

adamdavidson

This is why I think Trump is doing more than tax avoidance. This is from financials for the Aberdeen property. It's one page from one year, but tells a story

Madima

MaanoMadima

I just finished Rebosis Integrated Annual Report and it is horrific.Rebosis Property Fund was founded in 2010 by Dr Sisa Ngebulana and listed on the JSE a year later which

oaksprout

tannedoaksprout

liquidity mining (LM) on @thorchain_org is superior to lm of $comp and $balthese 'governance tokens' fundamentally offer less return and are riskier than LM on thorchainhere's why on compound,

Shrey Srivastava

BlogShrey

While looking at speculative pharmaceutical stocks I am reminded of why I am averse to these risky picks.#DDDD was compelling enough, though, to break this rule. The 10+ treatments under

Shrey Srivastava

BlogShrey

I realised my tweets about #SEE have been quite fragmented, so I thought I'd do a thread summarising the stunning investment case (and why I think it will see further

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