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Benchmark
GetBenchmarkCo
#Ecommerce penetration reached 27% in Q2 '20This BOOSTED $SHOP $AMZN $SE But who has ALSO benefited from the shift to this VIRTUAL WORLD Payment &
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Decade Investor💸
DecadeInvestor
Ever heard someone say “the NASDAQ”??What is it?Can you buy it?Sit back, get your pen , and take some notes Time to learn !(thread) The NASDAQ is both a
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Wiseman Capital
CapitalWiseman
The $49B data exchange market will power the next level of growth in $SNOW to network effects beyond data warehouses & data lakesPrice: $234.02Market Cap: $67B52 W L – 52
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Exile of the Mainstream
exileofthemain
1/ Here are some observations (O), misconceptions (M), and Predictions (P). regarding COVID-19, business and investing.Please retweet if you like and find them useful. And tweets with the most ♥︎'s,
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Durable Investments
retaox
$CVS is not just any corner drug store chain. It controls the nation's* largest Pharmacy Benefits Manager (Caremark)* third-largest US health insurance company (Aetna), * largest pharmacy chain (CVS Pharmacy).
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App Economy Insights
EconomyApp
Did you ever feel a seismic shift in your investing journey?A true "Aha!" moment when you felt like you were seeing the matrix for the first time?It happened to me
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Anthony Ohayon
AnthonyOhayon
Thread on Nanox: Everyone is asking me about $NNOX. I mentioned this name as the Pounder's Thesis Pick of the week on @PoundingDaTable. Yes, it's pre-revenue. But here's the thing
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Malcolm 🙃cean
Malcolm_Ocean
Intro thread to Iain McGilchrist's work, based on his mini-book Ways of Attending: How our divided brain constructs the world."Attention is not just receptive, but actively creative of the world
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Brad Freeman
StockMrktNerd
Weekend theme: S-1s$GDRX peaked my interest.THREAD TIME! Problem w/healthcare:"No guidance for what healthcare should cost with or without insurance" -Co-CEO Doug HirschLeads to higher costs so that in USA:-2/3 avoid
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Venkatesh Rao
vgr
Next pandemic live read, Barbara Tuchman, A Distant Mirror, a history of the 14th century through the life of a single minor nobleman whose life was coextensive with the main
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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
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Eugene Ng
EugeneNg_VCap
Shopify $SHOP 1Q22 Earnings - Rev $1.2b +22% - Gross Profit $638m +14% margin 53% -354 bps - NG EBIT $32m -85% margin 3% -1867 bps
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Jonah Lupton
JonahLupton
10 reasons why the stock markets will go up another 10% this year As someone that spends a lot of time studying markets and investing in stocks I’ll always be
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Wiseman Capital
CapitalWiseman
Wiseman Capital #Research on Big Data and Analytics (BD&A) market - $120B TAM will benefitPalantir $PLTRPrice: $24.04MCap: $43B52WKL - 52WKH $8.9 - $45Earnings: May 4th 2021Float: 1.36B Shares $PLTR Palantir
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Benchmark
GetBenchmarkCo
61% GROWTH ALERT #Ecommerce is GROWING by 20% in 2020 in this REGION of 635m inhabitantsOverall #Ecommerce sales will reach $ 116B by 2023 Coming from $
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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
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