#AAPL

Trung Phan

TrungTPhan

1/ Steve Jobs famously said innovation is "saying no to 1000 things" before you say yes. For more than a decade, Apple has been using a Pablo Picasso painting to

Investment Talk

InvestmentTalkk

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

Marketsnark

marketsnarkin

Look at my face! That’s the face of a guy who (1) looks funny, and (2) loves $ASAN Asana! Why? Pride of ownership. (Stay with me here, I’m going somewhere

Trung Phan

TrungTPhan

1/ Since the end of 2018, Apple's market cap has increased by $1.5 trillion. While often mocked under the leadership of Tim Cook, Apple's product strategy over the past few

Maximilian d'Amore

max_damore

(1/8) NAUTILUS THREAD $NLSSoftware integrated cardio and strength products through various brands. A value play on connected fitness.Full deep-dive here:https://fundamentalsfirst.xyz/nautilus-growth-at-1x-sales/ (2/8) Noteworthy BrandsWhile

Ramneek Kundra

iramneek

Music Business and Solving the Rubik’s CubeUnorganized and 'Thinking Out Loud' Thoughts on $SPOTA Long Thread 1/n…After peaking in 1999, Music industry had its first earnings increase in 2016; since

PLAYBOY P

PLAYBOYP416

I know everyone’s off today so I wanted to take a second to recommend yall go sign up with @impactinvest_ Without saying too much, I bailed out just over a

Dame

DamebondTM

Another example of how to break down the news and think beyond the box Here’s why you should probably be paying attention to cryptocurrency and digital payment companies

OddHacks | Trading Mastery

OddHacks

Trading Foundations part 1: The ONE number you need to know for every trade you make.//Thread// 2/n Today we will talk about R - risk per trade.It's not a sexy

Decade Investor💸

DecadeInvestor

I want to run a little analysis on the POWER of long term investingTo do that, let’s take a look at Warren Buffett’s wealth So sit back, relax, and enjoy

♿️ TEE FRANKLIN HAS FAILED THIS COUNTRY

MizTeeFranklin

Whew.$Grub is SOARING today! I wish I would’ve purchased more stock when it was in the $30s And this whole Grubhub and Uber merging!?!???? Whew!!! Buy merging, I mean takeover.

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

Mostly Borrowed Ideas

borrowed_ideas

1/ Notes from @mjmauboussin episode at @InvestLikeBest Anyone who has been following me for a while knows I'm a big Mauboussin fan. In this episode, they mainly discuss about his

Jay Vasantharajah

jayvasdigital

Last week @theSamParr shared Gymshark's financials. They're very impressive, but what stood out the most to me was the £53m cash pile.How could a bootstrapped eComm company w/ rapid growth

Mostly Borrowed Ideas

borrowed_ideas

1/ Notes from @rorysutherland episode at @InvestLikeBest This episode was a reminder of Munger's latticework of mental models, and how much knowledge from other fields can actually be transferable to

John Street Capital

JohnStCapital

We just published a new piece entitled "Recurring Revenue: The Rise of an Asset Class" highlighting the work that @HarryHurst & the @Pipe team are doing. https://medium.com/@John_Street_Capital/recurring-revenue-the-rise-of