#Valuation

Marketsnark

marketsnarkin

So we took a deeper dive into Zoom’s $ZM results and there’s more to consider. What we see are two equally important datapoints: (1) Zoom handily beat revenue and earnings,

Conner Brrrrrown

_ConnerBrown_

I still don't think people appreciate just how ridiculously bullish the @MicroStrategy Bitcoin play is. Quick thoughts below 1) The door has been opened. We just witnessed a large publicly

Balaji Vaidyanath ⚡️

nbalajiv

Here’s a non exhaustive list of Indian MNCs along with their unlisted subsidiaries. Price to sales assumption marked in red to give a sense of what the ballpark valuation could’ve

Ayesha

AyeshaSelden

Twice a year, for the last 19 years, I do a net worth review. I start one in May & finalize in June other is started Nov & finalized

mule

FoolAllTheTime

I have been toying around with a system of investing that I think actually is a “complex adaptive system.” I know this term is super in vogue rn, NGL it’s

Durable Investments

retaox

There's no denying that creator economy and omni-channel commerce are on the rise. Cloud providers provide the picks and shovels for this new world in the making. Participating in this

Anthony Ohayon

AnthonyOhayon

I post a lot of charts of my core holdings, but, I thought I'd do a thread of trades I am looking at! Lot of good set ups. Some could

College Wealth

college_wealth

A lot of talk about $T (AT&T) on the timeline lately So here’s a list of why $T is so popular, especially right now (Thread) 1a. High dividend yieldIt has

Brad Setser

Brad_Setser

The Fed now holds more long-term Treasury bonds or notes than all the world's central banks combined.Confirms something I been arguing for a while -- the Fed, not China or

Robin Wigglesworth

RobinWigg

Going to tweet some of the eye-catching charts in the latest note from Goldman Sachs's chief global equity strategist Peter Oppenheimer, where he argues that the coming era will be

Jack Simpson

JSimpsonjourno

Just sitting in on a session looking at #virtualhousingfestival on the EWS1 form. @mhclg sitting on the panel. MHCLG Chandru Disaneyeke says that asking developers and building owners what is

Financial Vagabond

fin_vagabond

How does a budding real estate investor achieve financial freedom? A thread Following the BiggerPockets sensation, many new investors go out and buy a 1-4 unit with conventional financing.

Ryan Berckmans

RyanBerckmans

1/ Announcing our report,"Ethereum: A Store of Value with Cash Flow"A PDF report aimed at bankers and fund managers.Read the report now https://ethereumcashflow.com 2/ The report, previously titled "The Investment

Investment Books

Invest_Books

As a gratitude to all 20,000 followers...@Invest_Books presents compilation of series of investing related treasure in this thread...shared by investing communityIncludes investing books, blogs, webinars, podcasts, articles, presentations & much

Wiseman Capital

CapitalWiseman

The expanding $45B TAM of Cybersecurity will power the next stage of growth for $CRWDPrice: $206.6Market Cap: $46B52 WKL – 52WKH: $62.77 - $251.28Shares outstanding: 223M The global Cybersecurity market size will

Graham

PVofFCF

When I think about the MSO story, I always come back to the adoption of institutional ownership. Interestingly, the Big 4 are already covered by more analysts than ~60% of