#Valuation

compound

compound100x

1. Thinking more abt investing in sports after reading @Amarillo_Slim1's great thread on $MSGS and a lot of Nick Train thinking over the years. Still i struggle. I'll be first

Elizabeth Yin

dunkhippo33

Friday AM thread on startup accelerators having previously run one for years: 1) Should you do an accelerator?As always it depends...some considerations... 2) Like everything else, figure out what is

S◎lanians ☀️

solanians_

1/ A thread explains why I’m so into @solana and @ProjectSerum Based on An Ultimate Vision For Serum from @SBF_Alameda 2/ People often said the goal of DeFi is to

Vipul Shah

vipuls1979

Thread on PE and Valuations of NIFTY 50 PE.I have made it easy for beginner to understandP/E ratio simply means how much money you are paying to generate 1% returns.For

Really Unsarcastic Daniel

Crussian17

1) $rokuThis q predicted to grow 25%, next q 30%. I cant imagine a world where they dont destroy earnings. Roku’s last q’s rev growth:Q3 19: 50%Q4 19: 52%Q1 20:

Miss Sinesipho Status Quo Maninjwa

Synesyfe

Would it be considered career limiting if i decide to poke holes at the valuation for Rain???https://mybroadband.co.za/news/business-telecoms/356407-rains-r13-1-billion-valuation-analysed.html Its a thread cause am too lazy to write a full

Mj

manas_saloi

Half a decade ago, I was the owner of mobile (led both android and iOS) for a 200 million dollar start-up in India. There used to be talks of an

Geeth Vaz

GeethVaz

Why value investing might not work today.Benjamin Graham is considered one of the pioneers of value investing - where you find the intrinsic value of a company to be lower

Azhar Jafri

zhr_jafri

Flipkart Mafia (inspired from PayPal Mafia), a term used for ex employees of Flipkart who went on to start their own successful tech ventures.With over 200+ ex Flipkart employees started

Urban Carmel

ukarlewitz

This valuation chart from Bloomberg is making the rounds, showing that world equities are overvalued because they exceed world GDP, like 2007, 2017 and the start of this year Here’s

Justaname2u

justaname2u

Idea Thread $PMVP:Summary – Biotech focused on the development of mutant-selective P53 small molecule re-stabilizers. TP53 = most freq. mutated gene in human cancer. Lead program targets Y220C-mu, present in

AsymmetricDhandoBets

specialsit1

I come across operating/capital leases way too often. And its not only retail. Some telcos have huge exposure to IRUs in case they dont own the infra, but wholesale from

Sam Marsh

Sam_Marsh101

Okay, time for that #USS update! This thread is going to take in as much of what's going on as possible. And that is *a lot*. I will try to

SallieMaeSux!

BlkThemyscira

Guess I'll watch this WeWork doc. Who would want a work commune?! These "ideas" be crap. This is why folks get a white dude to be the face of some

WealthyVia

ViaWealthy

Thread:The unconventional & non-bookish side of Investing:Few findings over our a decadal experience in the markets 1/n Price is not God. But nothing less than God. 2/n Being contrarian is

Deepak Venkatesh

deepakvenkatesh

1/ Bubble Investing aka Quality Investing - Some chartsWhat has been the trend of some key stocks on Price to Earnings or Price to Book for Financial companies. Things not