#Valuation

Logos LP

Logos_LP

Quick thread on why $AYX is a triple digit market cap software company in the making:1/ $AYX is the leader in BI/data analytics for the enterprise business unit. They are

Julie Young

juliey4

live tweeting the @STcom interview with $SE founder/CEO Forrest Li here Q: why did you decide to focus on SE esia?forrest: i followed my wife here. and then i

Max Mausner

MAU5NER

1/x Thread on $VGW and $LABS consumer packaged good co-packer strategy, and what I think is the single largest reason for their significant valuation discount vs. comps, and on an

DD_Reporter

ddd_reporter

Are you sure you want that to happen America? When Jared takes bribes from murderous dictators he kills their citizens. If you let him take bribes from Americans, he'll kill

Maple Leaf Capital

MapleLeafCap

0 - As I delve beyond the ETH ecosystem as local #DeFi token circulating market caps soared (200-500 mm), $LUNA by @terra_money at ~160 mm USD market cap really stood

Ahmad Raza

ARazaContent

I'm a skeptic of a lot (though not all) government planning - particularly at the local level with land use. That said, this article points out something essential with industrial

balajis.com

balajis

A solo media founder like Rogan or Mr Beast can make as much money as a strong tech founder, with significantly less managerial stress.Tech created this ecosystem but there’s a

Benedict Evans

benedictevans

It’s depressing to see a rather good magazine trotting out every lazy and factually incorrect VC trope in the book. Theranos didn’t even raise from VC - that’s a straight

Brian Feroldi

BrianFeroldi

Margin of Safety by Seth KlarmanFun talk with @asitmap and @TMFVelvetHammer last night19 key takeaways from book:1) Value investing isn't easy. Discipline, patience, and judgment required. Expect long periods of

Edward Ongweso Jr

bigblackjacobin

missed this FT interview with Uber's CEO the other day but Dara said some things worth quickly pointing out (1/5)https://www.ft.com/content/1bf57b48-0af5-4386-af4c-c2005a4dc3e6 This actually is Uber's hypothesis: they can achieve pr

Deepsekhar Choudhury

deepsekharc

Thread (1/n)Indian govt, Sebi have come up with several platforms that don't have profitability norms to encourage startups to list. But these have not been able to attract any notable

Risk/Reward Capital

RiskRewardCap

Here it is - your $CMLF Sema4 DDGenomics playAI platformData like $PLTRDrug discovery‍‍Healthcare World Class CEO$190MM revenue in 2020A high quality growth company with massive tailwinds, going the SPAC route

Eshan Shetty

eshan_shetty

Here’s a thread about the guy who rejected a 6B$ offer and then got sacked by his own company. A In just four years after it’s launch Andrew Mason

RYAN SΞAN ADAMS - rsa.eth 🏴

RyanSAdams

If there’s a better analysis on DeFi protocols I haven’t seen it@0x_Lucas brings the todayDon’t buy LEND, KNC, SNX, MKR, ZRX—none of it—before understanding this postI'm seriousRead:https://bankless.substack.com/p/how-to-value-crypto-capital-ass

Permabull Niño

PermabullNino

1/ I just published my newest piece for Decred On-Chain, focusing on the Decred Treasury from an accountants' POVHere's the link to the article, and a TLDR twitter thread in

Jawad Mian

jsmian

Some thoughts on Silicon Valley's endgame. We have long said the biggest risk to the bull market is an Uber IPO. That is now upon us. 1) In 2015, venture