#Valuation

Algy Hall

AlgyHall

1/ As an explanation for the performance of value vs growth, interest rates may be a red herring (subject of my @IChronicle Ideas Farm column this wk). What does this

geekahjumma

geekahjumma

Okay are you ready grandchildren for halmoni's explanation about #SamsanTech "forced" exit. We will talk about numbers here. So fasten your seatbelt and enjoy the ride. #StartUpEp11 title is EXIT,

Tren Griffin

trengriffin

1/ If you were watching earnings releases the past two weeks and didn't see that businesses with key intangible assets outperformed expectations, you weren't paying attention. Pricing power created by

Gavin Baker

GavinSBaker

1) Lots of pushback to my earlier statement that “Masa is brilliant and have to respect the track record.” But numbers are numbers. In investing, brilliant is as brilliant does

Aᴴ

evebitdap

1/ A quick thread on Auto OEM Enterprise Values 2/ Auto OEMs present a unique challenge from a valuation Perspective, and it takes some time to untangle the GAAP/IFRS statements

Spreek

spreekaway

1/x Thread on game theory of new $CRV locking mechanism: 2/x Roughly speaking, this locking mechanism works by rewarding people based on having a higher % of the voting pool

John Engle, Almington Capital Merchant Bankers

AlmingtonCap

1/ The bull argument for $NFLX's tech advantage has 2 parts: 1) advantage of scale, boasting radically more subscribers than any other platform2) largest repository of user data, which it

Yossi Edelkopf

EdelkopfYossi

If your buying a property, your cash on cash returns (or ROI) can easily be financially engineered to look attractive, while the underlying deal may still be mediocre or even

Alchemy

AlchemyPlatform

1/ Today Alchemy is excited to announce our $80M Series B, led by @coatue and Addition!In 8 months since public launch, we've grown to a 1/2 billion dollar valuation, powering:

Andrew Grant Houston and The Rising Tide

AGH4SEA

Between dollars and vouchers (processed and in-process), #AGH4SEA has nearly MAXED OUT on campaign valuation. We need YOU to submit your Democracy Vouchers! Did you fill yours out and forget

LB

FI_LeeB

When you are selling a house they usually advise to get three valuations, there is often a large spreadAgent A - £150kAgent B - £145kAgent C - £120kMost people would

Jurrien Timmer

TimmerFidelity

A secular fork in the road: Here, the secular bear mkts & secular bull mkts interspersed. It’s my thesis that we’re in a secular bull mkt which, at 11 years

Justin Oh

acouplecents

To kick off this week for you, I pulled a comparison of the top ten largest U.S. stocks’ financials and valuations. Here are some observations to point out: Tesla, Facebook,

The Real Estate God

TheRealEstateG6

TRANSITIONING INTO REPE FROM OTHER AREAS OF RE:The answer to "is it possible to transition to REPE from xyz " is almost always "yes", (but the level of difficulty obviously

Jurrien Timmer

TimmerFidelity

Another #tech bubble? There’s a lot of talk about the FANG mega-cap #growth companies leading the market, just like 2000. The #tech companies’ narrow leadership of the #SPX is a

Nick Jones

Grainjones

In honor of $AR's 52 wk high.Here's something else I've been thinking about. AR has relatively low leverage to rising NG prices in the short run as it pertains to