#Valuation

Francis - Analyst

InvestiAnalyst

Saul is my 2021 Investor of the year.I have studied many successful fund managers this year but nobody beats the success of him.He has averaged over 32%+ CAGR for over

Ram Bhupatiraju

RamBhupatiraju

Some quick reflections from the recent Bear Market. Thoughts, actions, results and more...cc: @saxena_puru @FromValue @Matt_Cochrane7 @BrianFeroldi @TMFJMo @BluegrassCap $W, $PINS, $UBER, $ROKU, $TWLO, $BUD, $BIP, $AYX, $DOCU, $NOW, $WDAY,

Crypto Mike 📈💸🇳🇱

CryptoMike__

1/ A thread why I like @terra_money and why it fits the current market conditions. In 2017 most of the coins pumped on news and hype but there were not

Chris Hladczuk

chrishlad

Joe turned his $600 annual salary into a $600 billion empire. Here's the crazy story Joe Tsai was born in January 1964 in Taipei, Taiwan. His Dad was a lawyer

Dan McMurtrie

SuperMugatu

Hot Take: “Value” in the way most people use the term is never coming back. Most of the factors people look to for a potential “return to value” (rates, inflation,

Aman Kahar

A_kahar92

NFTs is allowing talented artists to express their craft to a wider audience thanks to blockchain technology. I have developed a methodology to choose appreciating NFTs from a valuation standpoint.Time

Joe Vennare

JoeVennare

The pandemic accelerated the shift to at-home exercise.And connected fitness benefited, with companies in the space raising $1B+ this year.If you're keeping tabs on the category, here are the companies

Matt Smith

MatchasmMatt

Quick Thread on Robotaxi Market PotentialAs many of you know, I'm working on my sum-of-the-parts valuation of Tesla, where I value each separate business unit individually. As I have been

Ian Gray

IanGrayLive

Thread on $SPLK:A couple weeks ago I did a thread on $DDOG. One of the major questions I had was surrounding the competitive landscape. One of its major competitors is

Turner Novak

TurnerNovak

Stitch Fix is likely a $100b company within 10 years. Quick thread: Stitch Fix owns a direct channel to recommend and ship products to 3.5m users (growing 20%/yr). Many are

Myles McNulty

MylesMcNulty

Seen a few comments about #AVCT being the most expensive of the #COVID19 diagnostics stocks.Many investors seem only to look at the £460m mkt cap and lack of current sales.

Prof Darrel Francis ☺ Mk CardioFellows Great Again

ProfDFrancis

If a patient has a condition for which there is no medical intervention that improves it, what should a doctor do?(This is a genuine question by the way) I used

Adam Davidson

adamdavidson

This is why I think Trump is doing more than tax avoidance. This is from financials for the Aberdeen property. It's one page from one year, but tells a story

Fred Destin

fdestin

1/ Let me distill the Stride investment strategy in fifteen tweets. Yes, fifteen . 2/ To be able to make money, you need some form of edge. The edge does

Parziale

Imparziale4

My largest position, Leatt Corp $LEAT, has launched their 2021-product lines for- MX (https://www.youtube.com/watch?v=R6x6_Cb71PY)- MTB (https://www.youtube.com/watch?v=xnRHIZz1WtE)Here's a short thread on why I am long Leatt (1/14) Dr.

Sandeep Parekh

SandeepParekh

10 predictions about the future of the economy and markets (I’m a twitter economist - so treat with fist of salt) 1. Indian Markets will remain choppy with a