#Valuation

Amey Kulkarni

amey_candor

Manappuram fell by -10% today.In fact it has fallen a whopping -58% from its top on 9th Nov-21What happened?And what should you do?1/n Background:Manappuram is one of the top 2

Jonah Lupton

JonahLupton

Yesterday I posted my current portfolio so today I’m following up with a thread to explain why I own all 25 of my current stocks plus my updated 12 month

Joe Ray

PerfidiousAlbn

1. A thread on the second order effects of a new Scottish currency. The SNP’s Sterlingization policy is so economically abysmal it is highly unlikely to see the light of

Hugh Hendry Eclectica

hendry_hugh

@LukeGromen What do i have to do to have a peaceful Sunday? You know that your incessant China and oil import thesis drives me crazy. I maintain that you are

Sara Danner Dukic

saradannerdukic

Read this, and remember a few things (more below).https://www.washingtonpost.com/technology/2020/07/08/facebook-roger-stone/ Roger Stone was in personal contact with Wikileaks founder Julian Assange.https://www.nytimes.com/2020/04/29/us/pol

Mostly Borrowed Ideas

borrowed_ideas

1/ Thread: $FB long-term bull thesisIt's Zuck. Of course, there are other reasons as well. But Zuck is at the center of my bull thesis. Here's why. 2/ At the

Elizabeth Yin

dunkhippo33

An entrepreneur-friend of mine referred a company to me that I thought sounded interesting. But I also commented that the sales cycle seemed long but we'll see. Today's thread -

Elizabeth Yin

dunkhippo33

What is really happening with VCs right now? Here's my take partly based on conversations and partly based on my own life: 1) Everything has changed. AND things are business

Quinn Cummings

quinncy

Dear @VictoriasSecret,You are fucked.Allow me to explain.Your brand is irretrievably associated with sexual objectification and predation, something which was, until recently, not a problem at all.In 2020, it is. Now,

Michael Kronenberg

SubBasepair_Res

Big part of $TRIL future valuation will be solid tumor data. $ALXO ALX148 in a ph1 trial demonstrated 40% ORR in combo w/ PDL1i for checkpoint inhibitor naive HNSCC tumors.

Stackmore.hodl🔑⚡️🔦

1971Bubble

Thread:1) Sunday's are hobby days. This Sunday I chose to run the numbers@pierre_rochard For a while inflation and Turkish Lira's dependency on USD was in my mind. I have no

Trung Phan

TrungTPhan

Masterclass is raising new funding at a $2.5B valuation. The platform's secret sauce: incredible SEO, which uses the power of "second order questions" to drive free traffic to its site.

₿urger

BurgerCryptoAM

1\ Witnessed some debate on whether bitcoin follows a random walk or not. Here are some remarks from my side. 2\ First it is useful to have a look at

Patrick Fitzgerald

patfitzgerald01

I've spent the last couple weeks trying to understand the Bancor ( $BNT ) system and distilled some of my insights into a research note here. https://medium.com/smart-money-defi-studio/the-bull-case-for-bancor-c9eed0c5336f The TLDR Thre

Reflex Research

ReflexFunds

1) Short term $TSLA is all about potential Q2 profit & S&P500 inclusion which can have significant long term implications for Tesla's shareholder base and valuation. But more important for

Alice Crypto

AliceolaCrypto

#China #Mining #Bitmain 8th May, the administration planned to issue the company license to the legal representative, ZHAN Ketuan, Bitmain's co-founder and ex-CEO who has been expelled by another co-founder,