#Valuation

FRValue 🌰

FRValue

The simple way I generally think about valuation, a very short thread: As Charlie would say: invert, always invert. That’s what I try to do when looking at valuation metrics.

Arun S. Chopra CFA CMT🧐

FusionptCapital

Here's what they teach about how fundamentals, valuation, and investing works. It's so engrained in some they have created all sorts of rationalizations when this consistently doesn't happen (others are

Jurrien Timmer

TimmerFidelity

(THREAD) 1/ Is the market’s current valuation really as bad the Shiller CAPE suggests? In my view, the answer is no. Here’s why. 2/ This shows the Shiller CAPE, or

Maia Bittner 🚘☕️🍃💫

maiab

I'm part of two angel groups: one based in San Francisco and one in NYC. Our monthly meetings happened to be within 12 hours of each other this month, and

Sam Marsh

Sam_Marsh101

Right. This may be the first of a number of threads on the #USS valuation document. I'll start with the Appendix A, a summary of the work of the Valuation

Elizabeth Yin

dunkhippo33

Today @jefielding @MacConwell and I talked about term sheets and how to negotiate them. What to look for? How to negotiate? Here are some key takeaways from that conversationRead on

Mac the VC

MacConwell

1/9 I spoke to some founders yesterday building an amazing company with some good revenue and has raised some significant capital early on. The only problem is their early investors

Sara Nayeem

SaraNayeem

Nice article from @sheridan_kate of @statnews on the weird intricacies of biopharma valuations. I also think we've been in an environment where clinical stage co's are often valued lower than

Robert "Rebuild America" Duval

Cessnadriver50

When would I consider buying.......Energy: When multiple Major players in shale go BK. Airlines: Ditto. Financials: Maybe -- AFTER large dividend cuts and resulting panic. I won't compete with the

Bryan Birsic ❤️

birsic

1/ When I presented an offer to a candidate at Wunder (which always included equity options), I’d walk them through the ways you can get less than you would by

modest proposal

modestproposal1

Want to expand a bit on this thought, and try to synthesize some thoughts going through my head.https://twitter.com/modestproposal1/status/1246099863575633921 Prior to covid, I had a conversation with one of my smartest

Chris Hladczuk

chrishlad

I interviewed someone who created $25B worth of startup value over the past 25 years. The "Father of NYC tech" has also raised $2B in venture capital funding. His name

Ensemble Capital

IntrinsicInv

1/ Why Value & Growth is no longer just about valuation.The nature of business is not static. While core principals are often timeless, the underlying dynamics can change dramatically over

Mira Christanto

asiahodl

Curve Finance is the most important and overlooked protocol in DeFi. It's not easy to understand. Many users of lending platforms or DEX aggregators indirectly use @CurveFinance without even realizing.

Elizabeth Yin

dunkhippo33

Ask Twitter: does it make sense to have funding *rounds* anymore? Some thoughts below and would love to hear your thoughts - thank you! 1)Buying shares of stock in cos

Christopher Schmidt

crschmidt

Today I learned:Brookline is home to a 280+ acre country club. 280 acres is approximately the size of Mid-Cambridge. Mid-Cambridge is home to approximately 13,000 residents. Last year, the country