#Valuation

Matt Tracey

MattTracey13

1/9: Equity “value” (cheapness style factor)…a simple experiment in reframing. Much debate lately about whether value is dead following a decade of deep underperformance. (This question is unanswerable; lots of

Frontline Llama

valley_llama

Italian Keiretsu:Scorpio Tankers Inc. contracts many of the cost centres of its business to three related parties controlled by executive officers and directors of the company:Scorpio Services Holdings (SSM)Scorpio Commercial

Koshiek Karan

iamkoshiek

I'm sure you have seen these headlines, "Zuckerberg loses a $16bn in a day""Bill Gates is worth over $100bn""Kanye is now worth $3bn"Net worth is a point in time measure.

Mostly Borrowed Ideas

borrowed_ideas

1/ MEGA THREAD: Long $BRKI follow three steps while investing in BRK.1. Read BRK annual shareholder letters2. Read Semper Augustus (SA) annual client letter in which @ChrisBloomstran discusses BRK for

silent bob

Silent_Bob87891

Let's just break down the utter nonsensical shit that's going on with $DKNG stock today. It's time for another Silent Bob screed. (1) The stock was up this morning because

Emperor👑

EmperorBTC

Don't waste $50,000 on MBA.Do this instead and get rich. Here is how to gain everything for free, avoid debt and grow rich, which is better than getting an MBA.A

SEGA L'éveilleur®🚨

segalink

Thanks Distinguished for the clarification and the elimination of the statement that caused the confusion. I understand U & believe we can look deeper into this in real terms. Valuation

Dan Rose

DanRose999

In 2009, an unknown investor from Russia came out of nowhere to make one of the greatest late stage venture bets in the history of Silicon Valley. Why did FB

Brian Feroldi

BrianFeroldi

1/ Part 2 - Is this company high quality?Take score from part 1: https://twitter.com/BrianFeroldi/status/1324324314053791744?s=20Then we subtract scores for big risks in the 'gauntlet'Max gauntlet score -54Here's the step-by-ste

UncommonYield

UncommonYield

One of the most important figures in modern finance is John Bogle. He made index funds accessible to individual investors. I am really thankful for his work and you should

Rob SCARE-idan says #VOTE // #BLM #ArtIsResistance

rob_sheridan

I know businesses gotta business, I know capitalism is always gonna capitalism, but it’s just depressing to watch fun platforms inevitably degrade into stores. Google Image Search is a useless

Meng De

kingofwei_

never forget Tobin-Q: 1.783 "Companies in sectors with low capital spending requirements tend to outperform those with greater spending needs" page 35 "The sectors we look to invest in

Vivek Raju

vivekraju93

1/ TLDR thread......of yesterday's Simplanations piece by @zhr_jafri on why P&G wrote $8B off Gillette's valuation last year.Some context: Gillette was acquired by P&G in 2005 for $57B - the

Dan Immergluck

DanImmergluck

With financial stress worsened by COVID-19, I worry more about folks-especially older folks in gentrifying nabes- getting preyed upon by predatory investors looking to take advantage of difficult times..1/5 @WestmorelandATL

Sara Danner Dukic

saradannerdukic

This is also known as a psyop, and it’s illegal.https://twitter.com/AshaRangappa_/status/1180205786116562947?s=20 Facebook, which took a not small amount of $ from Russia…https://techcrunch.com/2009/05/26/facebook-takes-that-200-million

Vitaliy Katsenelson

vitaliyk

Had both $TSLA and $TSLAQ experience with my wife's Model Y. Have food for thought for both tribes. I own Model 3. Love it. The best toy/car I'e ever