#Valuation

1/ My latest on Tesla:"Tesla touted 139,300 deliveries, a new quarterly record for the electric vehicle maker, as a sign of strong demand and validation of its bulging valuation. However,
Read more
1) We are at a critical juncture for the market. The events of the next month will shape the next year.In 20 years of investing, I've never seen such high
Read more
(1/11) Watched an interesting Pharma webinar Mr. Varinder Bansal and Mr. Madhusudan Kela today. What caught my attention was a point raised by one of the panelists - Why not
Read more
So $XERS will publish Q3 earnings around 11/10. What can we expect in November? Consensus is 4.56 mln revenue. Will they beat it? What will be the influence on the
Read more
1/23One of the newer small caps I've been wanting to cover recently is $PENDLE (@pendle_fi).I think they are one of the only new projects I've seen that I think creates
Read more
ATTN ALL FOUNDERSPlease read this important PSA.How to protect your company from hostile takeover ↓↓ So,Founder-Led companies are the ONLY companies I invest in.Why? They r the best investments.I put
Read more
Israeli startup Landscape Maps (Updated April 2021)A thread https://www.vccafe.com/2021/04/26/israeli-startup-landscape-maps-updated-april-2021/ Readers of VC Cafe know that I collect and curate Israeli startup landscape maps. You can fin
Read more
In 2013, that same Russian investor from Dan’s story came out of nowhere to make one of the greatest venture bets in the history of China. Why did #Bytedance choose
Read more
1/n – Analysis of US historical stock prices based on #DJIA, from 1781 to 2020, using #Phi point time markers (aka the golden ratio) denoting the onset of major depressions.
Read more
$Muds by Kevin Mak of SeekingAlpha - The first & only analyst to publicly cover the Topps/Muds merger. I will post some highlights from his article from 4/26. He is
Read more
(Thread)Non-profit groups registered with the IRS worth over $95 BILL1. Bill and Melinda Gates Foundation (Private Foun)> $47,850,466,2552. B & M Gates Foundation Trust> $46,894,654,6612. Bill and Melinda Gates Medical
Read more
KPMG’s 5th annual club valuation report ranks the 32 most prominent European football clubs based on their Enterprise Value (EV) at 1 Jan 2020. This year’s report reveals that #RealMadrid and #ManchesterUnited maintained the
Read more
This is a common question at the moment. Asked very politely and warrants a more detailed explanation. Why should football clubs get financial support?https://twitter.com/somefilmstudies/status/1246761563694018563 The government has a £330bn coronavi
Read more
The blurry line between fair criticism of behavior and antisemitic focusing on Haredim is causing cognitive dissonance On Here as well as Off Here. It relates to a phenomenon within
Read more
1/ I want to talk about the topic of "modern management doctrine", what is taught in business schools around the world. Let's look at core tenets: a) Metrics: you can
Read more
Elon Musk is such a fucking genius. I know most people agree but here are a few reasons if you still have doubts. Electric cars became cool so everyone
Read more