#Valuation

You may remember this image circulating around the tech twitter last week. Well, if you thought that the story ends here, you are wrong! It’s filled with twists and turns,
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Swamped atm, hence a bit quieter lately. Missing you heaps tho and just too tempted to provide my $0.02 on New Zealand Media & Entertainment $NZM $NZMEF, as I think
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Transfer rumours - Sunday 30 August 2020 (thread) Senior figures at Barcelona expect Argentina playmaker Lionel Messi, 33, to join Manchester City. (Telegraph) Manchester City are hopeful of a double
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Key take-aways from @AnnieDuke's Thinking in Bets - an essential read/listen for anyone investing, either personally or professionally.1. Our tendency towards "resulting" — evaluating decisions based on the result, instead
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$AFRM Thread....According to $AFRM S-1, in North America, “buy now pay later” market share is expected to triple to 3% of the e-commerce payments market by 2023. Let's dive into
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Lenzo oppar has laid it all out for the consumer base.Y’all BigHit stans are being played like a a fiddle Lenzo claims to have “pioneered” the move behind sharing
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Here’s a compilation of Personal Finance threads I have written so far. Thank you for motivating me to do it.Hit the 're-tweet' and help us educated more investors Yes Bank’s
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1/ No upset this week, $SBUX gets the win followed by $CMG.I totally get $SBUX getting the most votes: It's by far the most established of these restaurants and sells
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BREAKING: David Cameron publishes text messages to the Senior Treasury officials that describe him:“Riding to the rescue with supply chain finance” ....in rather chummy tones #Greensill BREAKING: David Cameron’s published
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1/ The best metric to value $RUNE - its baseline price - is derived from RUNE’s deterministic value. It measures how much RUNE’s current price is a consequence of the
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Long thread about Trends, Innovators, Valuations, Volatility and the mindset needed for great long-term returns. 1. Few 10 Baggers in SaaS/E-Commerce/Payments land since Feb 2016 (weak time for the overall
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The game of low float. It is an old trick but some of the players have mastered this. Let's understand how it is played and what is the risk and
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One sentence, for the rationale behind each of my position, at the times they were first purchased: 1) $FB ($251): Market underpricing the assets of the company, underestimating the potential
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A few days after I joined as head of biz dev at Facebook in 2006, MySpace announced a partnership w/Google worth $1B. I sent an internal email suggesting we pursue
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Repairing and creating a new centre-back pairing.The pursuit of establishing a flawless barrier.Ruben Dias vs Milan Skriniar A thread: Through this thread, I aim to compare, analyse, and highlight the
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1/ Why I am bullish on the gaming company @IG_Galaxy and their #Crypto tokens $IGG and $ORB.A thread... 2/ It all boils down to the current size of the market,
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