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10-K Diver
10kdiver
1/Get a cup of coffee.In this thread, I'm going to show you a simple way to think about "LTV vs CAC" trade-offs.For those unfamiliar:LTV = Life Time Value of a
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JohannesBorgen
jeuasommenulle
It’s hard to keep up with the #FinCEN files, so here’s an attempt to summarize the main articles published in Europe and the US. On HSBC we hear of a
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Vetle Forsland
vetleforsland
Why I like Viad $VVI, a threadSure, covid will have a huge impact, but right now the market is suggesting a pending bankruptcy, yet they have:1) Solid cash position2) One-of-a-kind
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FinMedium.com
FinMedium
Is this the time to invest or add more? by @MysticWealth11 @Prashanth_Krish @Investor_Mohit This is another BIG one. One of the most common question asked. And it is a
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Beth Kindig
Beth_Kindig
The market has priced $ZM for only one path: web conferencing. Yet $ZM is more than 2 years into developing products and services that broaden its use beyond web conferencing
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Money Theory
money_theory
4 metrics you can use to analyse dividends:Intro:A dividend is a distribution of profits by a corporation to its shareholders. When a corporation earns profits, it is able to pay
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Secret Capital
SecretCapital_
Brief thoughts on Monster Beverage, one of the most successful stocks of all time, which has rewarded shareholders with a 61,738% return since going public in 1985, or 20.2% CAGR.$MNST
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Baidik
baidik
I borrow the words of the great V.S Naipaul in describing Indian Agriculture: An Area of Darkness. Instead of letting rhetoric get in d way, let data to the talking.
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Shortsighted Capital
ShortSightedCap
Am a little embarrassed by how sensitive I am to momentum - It's painful to admit. When you are a new analyst, you are told to do good work and
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Compound248
compound248
Quiz:You make $100k/yr. Tax 40%. Spend $40k. Save $20k. Spending grows 5% p.a. Discount Rate 5%. 40 years to retire.Sc 1: Salary Grows 5% p.a.Sc 2: Salary Grows 7% p.a.Scenario
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From Growth To Value
FromValue
I disagree, but very respectfully. Thank you Christopher for the inspiration!I want to show you why the short-term oriented comment he quotes is dangerous for your investing success. The Nifty
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Ayò-Bánkólé Akíntújoyè
AyoBankole
A few days ago, I was invited to moderate a conversation on Nigerians' experiences with banks. The conversation got me reflecting about brand loyalty for SMEs, especially about how or
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Walnut Ave Value
walnutavevalue
Long $MVBF:At the surface, this is a small W. Va. bank trading around 1.7x TBV.But a deeper looks shows that it's a fintech play with exposure to Credit Karma, crypto
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Jonah Lupton
JonahLupton
Since my pinned tweet from a few months ago got 150,000+ views I’ve been thinking about what stocks could potentially be up 20-30x over the next 5 years.Investors dream of
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Max Mausner
MAU5NER
1/x Thread on $VGW and $LABS consumer packaged good co-packer strategy, and what I think is the single largest reason for their significant valuation discount vs. comps, and on an
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Caroline
CoachCaroline
The transindustry is a billion dollar industry. The political power of the transmovement is unprecedented. In his thread I will collect articles on money and politics. Feel free to add.
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