#Optionality

9fin

9finHQ

*NERDY #HighYield COVENANT THREAD* 1/ Portability began as one-off deal-specific term. No 101 put option for investors because everyone knew the biz would be sold in near term. But like

Will Schoebs

willschoebs

1/8 A quick thread on ecommerce, particularly as it relates to BASE (4477) & more so recent IPO, itsumo (7694, @itsumofan) While generally bullish on BASE, I have hesitations

Austin Rief ☕️

austin_rief

1/ "Why didn't @morningbrew raise VC money?" is a question I answer a lot.So I thought I'd answer it here for everyone.This is why we didn't raise VC money, and

Matthew Cochrane

Matt_Cochrane7

1/ Let's talk about Facebook $FB. Another great company that gets so little respect. It just turned in another beautiful quarter and is getting little love on Wall Street. Let's

RS

rs3688

1) Pushpay ( $PPH ): LT Winner at an Attractive PriceExec Sum: - Clear leader in faith-based giving capitalizing on digital adoption - Strong value prop for customers with LT

Matt G

MattG5289

A thread on Semler Scientific $SMLR.Peripheral Artery Disease is when plaque builds up in the extremities and can eventually cause ischemia (think heart attack to the legs).1/5 people over 60

Haresh Chawla

hchawlah

Post pandemic, it is time to relook at the digital opportunity in India. We are on the cusp of a once-in-a-lifetime transformation of our Nation.A thread from my conversation with

Thought Across the Bow

ThoughtBow

A thread on short squeezes, Gamestop (GME) and value unlocks. 1/Y/D it was announced that Ryan Cohen became a 9% holder of GME. Shares ripped over 40% in a couple

Corey Hoffstein 🏴‍☠️

choffstein

1/ As 2020 is coming to a close, I wanted to share some of my favorite graphs / pictures I collected throughout the year. 2/ March was one of the

Erik Torenberg

eriktorenberg

1/ Here's an on-going thread of threads on career stuff: At a high level, I think one wants to build a Personal Moat, or a unique accumulating advantage.https://twitter.com/eriktorenberg/status/1065405693212143619 2/ What’s

Joseph Flaherty

josephflaherty

The least told founder story in startup-land: Eight years in Product being lapped by new entrants Good not great revenue, moderate growth Teetering on edge of profitability Team is antsy,

Adam Aaronson

SixersAdam

Daryl Morey’s post-draft press conference is underway. Morey credits Elton Brand, Peter Dinwiddie, Prosper Karangwa and more for the successful night “Sorry it’s so late, after the draft it’s a

Felix Ashby

felix_ashby

CM Life Sciences $CMLF is a #SPAC still seeking target. I'm long from near NAV because I like the team very much and find the space exciting. Life sciences and

Jeff Fischer

FoolJeffFischer

1/ Current landscape: A safely-proven Covid-19 vaccine is not likely until 2021. Vaccinating the world will take more than a year. Some 40% may not get vaccinated. Covid is here

Value Downunder

DownunderValue

Treasury Wine Estates $TWE $TWE.AX is a global premium wine producer, owner of Penfolds Grange – a collector’s item. Recently it has been hit hard by Covid-19 and China-Australia trade

Josh Schultz

joshuamschultz

Here are my three keys to speculative investing.I have amassed a small fortune on the side of working using these three concepts. (I previously lost 4 small fortunes learning to

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