#EBITDA

Kwiksadic

kwiksadic

$MWKI know a lot of people have shared their thoughts on this one recently. Definitely some overlap from others but here is my DD and comments on some of the

Sammy J

sammyj_19

1. I never fully appreciated how geographically biased investing in the cannabis sector is & how it colours our viewpoint. Cannabis isn't dead as an investment. Canada got it wrong,

Ashish Khokha

ashishkhokha

Reading about Livongo $LVGO. Interesting company. Pioneering a new category in healthcare, called Applied Health Signals, to transform the management of chronic conditions. Sharing some interesting observations gleaned from various

Swiss Ramble

SwissRamble

Having already posted detailed threads looking at the Premier League 2018/19 financial results for both the Big 6 and Other 14 clubs, today we complete the analysis by comparing the

Mostly Borrowed Ideas

borrowed_ideas

1/ Thread: $ETSY 3Q’2020 updateA month ago, I published a deep dive on $ETSY. At that time, I hoped ETSY will make a complete mockery of my reverse DCF, and

Mostly Borrowed Ideas

borrowed_ideas

1/ Thread: Looking beyond accounting based earningsImagine there's a genie who comes to you two months before the next quarter ends and tells you whether the stocks you own will

Growf

pinchedforgrowf

Did a tour through the RBLX S1, and couldn’t resist jotting down what I learned about an amazing business and company that I think is among the most interesting in

Jose Javier Gonzalez

Gestiprudent

1/nEn los próximos días, a petición de mi compañero @Thmuay1977 en @BolsaZone iré analizando en este hilo una empresa interesante:SEA LIMITED $SE 2/n $SE¿A qué se dedica? Tiene tres divisiones:1)

Max Mausner

MAU5NER

1/x Thread on $VGW and $LABS consumer packaged good co-packer strategy, and what I think is the single largest reason for their significant valuation discount vs. comps, and on an

KushDaddy101

KushDaddyOG101

Cresco Labs - The underdog becoming the topdog. A comprehensive thread on why Cresco is best positioned both near and long term. We begin our journey with a quick recap

Bluegrass Rob

midtown_rob

Special Q1 Update (if anyone cares)Current Portfolio:$ICLTF - 87%$BTN - 6%$FGF - 2%Cash - 5%YTD Performance: +363%Some thoughts below (more of journal entry than anything) $ICLTF turned out 2

The Stiletto Girl (TSG)

SForStiletto

Nucleus Software (#NucleusSoftware) Bought now at average price of 599.50 Fair value based on TTM EPS - INR 740 Chart pattern - 13.5 years long horizontal line & ATH breakout

Kush Katakia

kushkatakia

In IT services there is only one company with high barriers to entry. There is only one Goliath. and that company is TCS. It is bigger now than the next

Guillaume-Olivier Doré

go_dore

A few thoughts about the future of Private Equity and Venture Capital in France. A bit early to draw definitive path but this industry is going to be deeply changed

diptoncapital

diptoncapital

Getlink (Eurotunnel) thread1) Getlink manages and operates the Channel Tunnel between England and France. Its regulatory framework is defined by the Concession Agreement of 1986, which gives GET the right

HRouge

hareng_rouge

I've just experienced my Come To Jesus moment on product tankers, so here's a thread on why I think it's an idea. The ideas aren't original but the source may