#CAGR

Joe Frankenfield

SagaPartners

@richard_chu97 brought up some great points about valuation. The original thread simply looked at sales fundamentals and the number of companies that were able to maintain high sales growth rates

Shravan Venkataraman 🔥🚀💰

theBuoyantMan

So, there has been some conversation regarding backtesting based on what I had posted few weeks back. I'll use this thread to tell you how I backtest ideas. 1. Depending

kumar saurabh

suru27

1/N We often hear- what crashes in a bear market takes decades to recover and what stays strong is 1st one to bounce. I am a believe of check it

Desi Wall Street

desiwallstreet

(1/n) KPI Global Infra Ltd - Future as Bright as The SUNA detailed thread on the most Undervalued co in the Solar Sector with Multibagger PotentialDo RT to educate more

Puru Saxena

saxena_puru

On selling -I don't marry a stock for life; my goal is to maximise my portfolio CAGR. So, when the story changes or I spot a better opportunity, I make

Christopher Seifel

SeifelCapital

$SPOT: The $NFLX of Audio StreamingSpotify Technology S.A. ($SPOT) is the dominant global audio streaming company.Famous for its music platform, SPOT will need to execute on its podcast vertical to

COValueInvestor

COValueInvestor

Thoughts on Netflix -- what you're underwriting with an investment in $NFLX at today's price ($507): Let's first stipulate that NFLX offers a wonderful product at a very good price.

Smart Sync Services

SmartSyncServ

Notes on AR 19-20Piramal Enterprises:AR of PEL is an ocean & it would be a gigantic tweet thread if we cover everything.So we broke it into 3 parts:1.Strategic Overview2.MDA3.FinancialsThis thread

Un-common sense

Random_Gyan

1/NIn 1934 Ben Graham and later in 1973 Buffet said “In the short run, the market is a voting machine but in the long run it is a weighing machine”

Jurrien Timmer

TimmerFidelity

(THREAD) What can we learn about the Japanese experiment with negative rates and #debt monetization? It’s an important Q because demographically the US is about 15 years behind #Japan. I’m

Vivek Mashrani, CFA

MashraniVivek

What happens when you go behind DIVIDEND YIELD ignoring GROWTH...Educational thread based on learning from Mr. Market...No recommendations..Case 1 - COAL INDIAIn 2017 approx dividend Rs. 20 >> Price ~250;

Kiran Singh Rajput

Kiran24Rajput

COVID19 Economy Crises ~ an opportunity for an individual to create a Big Wealth?What majority of Indians do with their savings?Small Savings: FD/RD, LIC & VPFBig Savings: 2nd Flat, Land,

Peeyush Chitlangia

peeyushc

AMC industry in India is heating up. HDFC AMC trades at pretty high valuations from global standards, and more AMCs lining up for IPO. A thread on some key numbers

Sayshu Medicherla

Sayshu_MM

Took the weekend to revisit and write down my #cannabis thesis. Company commentary at the bottom. $AYRWF $GTBIF $VRNOF $TCNNF $CRLBF $CURLFBest ETF: $MSOS(This post is not investment advice) TL;dr:-

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

Investing 2 Achieve Escape Velocity

Invest4Velocity

$PINS earnings are coming up and I felt it would be helpful to dig through the 2020 report and provide a primer for the current state of Pinterest.Side Note: I’ve