#Valuation

I’m seeing 5 different big buckets of startups regarding how they are affected by the economic impact of #Coronavirus #COVID19. 1. If you were walking dead, you will drop dead.
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Softbank's investments - Uber, Doordash, Wework, etc - are cons. They launder Saudi oil billions with "businesses" that lose titanic amount of money for many years, while also preying on
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SHORT THREAD pls share: I was just discussing #footballindex with a very senior City stockbroker at work (non FI-user).He quite literally couldn't believe it when I said that a SINGLE
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Hypothesis:Money is a measure of scarcity of economic resources and not necessarily an indication of abundance. This is why the richest are not necessarily the happiest at every place. They
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Hey $5B valuation startup: you cut the white guys with good severance but kept the woman and POC, forced them into new roles, and halved their pay. That’s not how
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Had a long conversation with @ShortSightedCap last night and the day before about the upcoming SPACkman from @BillAckmanExpect a thread from Shortsighted later (Think he nails what Bill's target is)Let's
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1/ I don’t think people understand that data is what runs the world. Impactful data is always bias and manipulated dependent upon the provider and what they have to gain.
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From JPMorgan's earnings today, the second one is interesting. Bear with me: 1/ Derivatives have two components: the actual thing you're betting on (things like interest rates and commodity prices
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This thread speaks to the fundamental assumptions we make about mental health and asks us to question how much of what we consider mental "deficiencies" are innately connected to our
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1. Mortgage Broker Fee - circa ÂŁ2502. Mortgage Arrangement Fee - from ÂŁ100 to a % of the mortgage 3. Stamp Duty - 0 up to ÂŁ300k, 5% of amount
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“Companies thrive when they create real economic value for their shareholders. Companies create value by investing capital at rates of return that exceeds their cost of capital” — Valuation, 6th
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Founder 1: Runs startup for five years. Sells for ~$100M. Makes $30M.Founder 2: Running startup for ten years (and counting). Valued at ~$1B. Founder shares valued at $30M.Which founder would
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Countless gold nuggets from @MohnishPabrai sharing with @BCCarrollSchool.Here are my key takeaways!A thread. https://twitter.com/MohnishPabrai/status/1318278694209609733 /1 Valuation and price matters. It's hard for good things to happe
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Read quarterly investor letter of Solidarity Investment Managers and provides good insights on when to sell or enter a stock, Why to sell positions in a staggered manner and why
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1. Just thinking out loud here. Would welcome other thoughts...Goldman and CS estimating ~$125 EPS on the S&P for 2019. If this is right then market at 22x. So market
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A Case Study on a mortgage for a 10M house at KCB Bank whose interest is 13.5 P.a.The bank requires you to raise a 10% deposit which is 1,000,000 then
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