#Valuation

Are stocks expensive?Shocking news: I am a bearPeople came to challenge my "19th century view on market valuations"I will try with this thread to challenge my bias 1/Assumption: rates always
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Caleb's 2020 Learnings and takeaways (thread)This was a remarkable year for many reasons each unique to us all. Pandemic, selloffs, headlines, election; we bought our first home, we got married,
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Dan Gilbert, who runs multiple billion dollar businesses including Quicken Loans & the Cleveland Cavaliers, is one of the best entrepreneurs in the world.But like any great entrepreneur, when he
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Long series of comments !!!1/ Who are our customers ..Well let's see! First of all, we (Core) should ask ourselves these:What experience do we have in cryptocurrency, cryptography, utility ?Why
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It’s time to breakdown a name of the financial world. Here is the breakdown on $RKT, otherwise known as Rocket Companies.Current Price: $21.5452/Wk Highs: $34.4252/Wk Low: $17.50Market Cap: $42.7 BillionRead
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eCommerce EVERYTHING You liked $MELI $SE $SHOP $AMZN $BABA ? Here is the LEADING Polish eCommerce platform GROWING at 50% YoY and PROFITABLEHere is an EASY thread $ALE
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A friend, who's a seasoned CFA analyst, cited Buffett's criticism of Bitcoin that it's a nonproductive asset and most successful Bitcoin investors were "lucky", i.e. investing based on sentiment not
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1/ Sentiment & Valuations Thread! Citi’s panic/euphoria model goes above 1.6X.Last time that happened was in the year 2000.Stock market fell 3 years in the row, halving in value. No
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Slowly but surely, accounts with a lot of followers are starting to notice $CORE. Starting with generic FUD, they are bringing it up out of nowhere. This is often a
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The #bitcoin community needs to abandon its current logo. The slanted, orange β‚Ώ is perfect for "magic internet money" but not for a "trillion-dollar asset class" or "world reserve
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With its nearly 50% run-up in the last two days, Acuity Ads has officially become my largest holdingSo, it is probably time to do a threadAcuity Ads is a programatic
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1/ Amazon Prime is a huge business, with 150m+ subs and an annual revenue of $20B+. It's a staple in our lives...but was a total leap of faith when it
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It’s time to talk about another iconic brand. Here is the breakdown on $SBUX, otherwise known as Starbucks.Current Price: $96.8152/Wk High: $107.7552/Wk Low: $50.02Dividend: $0.45 / 1.83% YieldMarket Cap: $114.0
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A pizza delivery driver turned a $1,000 investment into a $1.45 billion clothing empire.The best part?He did it without ever owning a retail store.Time for a thread 1) Ben
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Lessons in Debt for Equity AnalystsMost equity analysts I have interacted with till date had little understanding of debt beyond leverage ratios. As a result, they are not able to
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$PINS – SUPER THREAD ABOUT PINTEREST We will come by facts, newsflow, Financials, a lot of own notes and all other stuff (including a lawsuit!) Always apricate a comment, retweet,
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