#Valuation

Matthew Cochrane

Matt_Cochrane7

1/ Is there any way to make sense of growth's decade-long out-performance against value? Polen Capital recently released a white paper that suggests this cycle might play out differently than

Shual

TheShual

Launchpads have been all the rage lately. More and more popped up, they all mooned, and most of the projects that came through them also mooned, depending on the specific

Lawrence Hamtil

lhamtil

Bored in quarantine, so poking around some older articles to remember what 2009-2010 felt like. Here's one from March 9th, 2010:"Worries Rebound on Bull's Birthday"https://www.wsj.com/articles/SB1000142405274870470630457510749263256

MichaelSimon

buyingvol

Conversations I have with the buyside + sellside on $ADYEN often starts with “love the business but the valuation is crazy”. That is lazy. @mjmauboussin has a great saying along

Granite

oneminutecall

Yesterday I mentioned an O-3 who requested a salary of $150k with no industry experience. Let’s dissect that.First, $150k is a lot of money. Moving out of the military with

VIVEK

vsvivek93

This week on #duologue 's Focus series, yours truly wrote about Airbnb ands its vision for Travel.https://duologue.substack.com/p/launching-travel This is part 2 of the series focusing on Airbnb and Travel .

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borie_nla

The Nigerian agricultural sector continues to growth and will do so for the next twenty years as our population does , I would try to point out a few areas

Invest Mindset

invest_mindset

How to find out actual value of a stock?Intrinsic valuation calculation as per Warren Buffet.A thread : - Let’s say you live in a small village.There’s a Pizza shop in

Danny Baldus-Strauss

BackpackerFI

Matterport- $GHVIAllows customers to produce, store, and distribute 3D virtual property tours and 360-degree modelsTransforming the $230T global building stock that remains largely offline into valuable data that can provide

George Yarrow

george_yarrow

1. 'Saving lives' sounds, as it is meant to, like a moral high principle, but, if you want to do that, best turn to God. Away from soteriology, what saving

Condorito

Arquitect3

Thread: Why very smart people lose $ shorting some stocks? Take an example of companies like Tesla, assuming you knew nothing about it but the financials and the twitter account

Chris Zeoli

chriszeoli

Shopify’s growth has been remarkable:- $100B+ market cap, Canada’s largest company - $70B GMV growing 46% - 6X revenue growth over past 5 years - 1M merchants growing 35%

Saurabh Prabhu

prabhusaurabh91

A thread on #ITC First the Beautiful Part of the company. Strong Balance Sheet, Cash Flows and Return Ratios. Everything enviable. The company's capex has been relatively conservative

Paras Chopra

paraschopra

Been looking at my historical chats and emails to understand how I thought about #bitcoin .I think it’s a great way to adjust mental models for the future. 1/ In

Mostly Borrowed Ideas

borrowed_ideas

1/ Thread: $TCEHYI have rudimentary understanding on tech in China. @packyM wrote a fascinating piece on $TCEHY which I came across today and wanted to leave my notes here.It is

Kourtney Branagan

KourtBranagan

1/ I have mixed feelings on this report and in describing #yyctech as maturing...We are on the upward bend but it is a long, steep climb - the trajectory is