#Valuation

Jason Choi

mrjasonchoi

~2 months ago I pitched to @SpartanBlack_1 that $LEND market cap will overtake $MKR. A walk through my reasoning:https://twitter.com/StaniKulechov/status/1284723736571252741 1/ While most consider @MakerDAO to be a stablecoin, it is

Jamin Ball

jaminball

My biggest takeaway from Q3 cloud earnings? We REALLY saw cloud businesses ACCELEERATE. Since Covid began we heard anecdotal data of "digital transformations accelerating." But the data was never there.

DeShuna Elisa Spencer

DeShuna

I feel seen (a thread). @PCMag listed the 16 best streaming services for 2020. My ambitious startup @kweliTV was 8th on the list right under HBOMAX ... 1/https://www.pcmag.com/picks/best-movie-streaming-services ... In

Jorge Gonçalo

JorgeGoncalo

Its no secret that one of my biggest interests is China tech bizs and disruptors. One of the best writers about this topic is @lillianmli which has a really insightful

Preethi Kasireddy

iam_preethi

There is a lot to admire about @Square's underlying business.The company started off as a simple payments processor for merchants, but has continued to expand its TAM by also becoming

Lemonade Alpha (DeFi Bogle)

AlphaLemonade

The Bull Case for $INDEXI've seen a lot of confusion and misconceptions around value accrual for @indexcoop's governance tokenThis thread is to clear up why it is DeFi's most overlooked

Alex Su

heyitsalexsu

1/ I’m extremely bullish on legal tech startups (ie. tech vendors) that target corporate legal departments (CLDs) as opposed to law firms. Here’s why. 2/ CLDs like to buy subscriptions.

Sleepwell Capital 🛏

SleepwellCap

Let's talk about our favorite orange truck A thread on $UHAL Will America start moving again? Company Overview: AMERCO is a holding company with 4 businesses: 1) Self-Moving 2)

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

Balakrishnan

bala_madhavan

It's been a year being back in Trivandrum, Kerala after almost a decade. Although, there has been quite a few changes in the #food scene, not much has changed too

Benchmark

GetBenchmarkCo

GROWTH STOCKS VALUATION A list with 20 STOCKS that *GROW BY 62%* on avg. A short description with a back of the envelope 2025 VALUATION PROJECTION Make

Thought Across the Bow

ThoughtBow

1/ Here's a thread on Stripe: the IPO that hasn't happened.Stripe was founded as a payments company with the corporate goal being "to increase the GDP of the Internet". The

Top Shot Insights

TopShotInsights

Who's ready for a deep dive?! Metallic Gold Limited Edition SetFrom this morning, 50% of you think MGLEs deserve a steep premium to Base Common moments.While we tend to agree,

Gagan Biyani

gaganbiyani

I’m biased but @udemy is a true underdog story + thought I’d share details we’ve never shared before.ICYMI, we announced a $50M raise at $2B valuation.Udemy almost died at least

Mitchell Baldridge

baldridgecpa

Tax free income is hard to beat, right? Tax exclusions are one of the best outcomes you can create.The most common example is an exclusion on your residence - 500k

Compound Novice

CompoundNovice

$DMTK is a medtech co set to grow over 100% this yearHere's a quick pitch including concerns about gross margin, and why it's up 26% today 1/ What they do$DMTK

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