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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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Sem
yyc_sem
I have a couple random thoughts on the $CVE and $HSE merger. First off, I have high regard for $CVE ‘s assets. Christina Lake and Foster Creek SAGD they are
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Swiss Ramble
SwissRamble
Tottenham Hotspur’s 2018/19 financial results covered a successful season when they reached the Champions League final, finished fourth in the Premier League and got to EFL Cup semi-finals. Home games
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MOAT Investing
InvestingMoat
Considering $SE has already more than quintupled over the past year, bear case of the argument deserves more consideration and why there might be a correction due in the medium
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Swiss Ramble
SwissRamble
Middlesbrough’s 2018/19 financial results covered a season when they finished 7th in the Championship, just missing out on a play-off position. Former player Jonathan Woodgate replaced Tony Pulis as manager
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1 Main Capital
1MainCapital
$HZO, largest recreational boat + yacht retailer in the US, on 4/23:When the virus first hit, we saw a significant deceleration of contracts. However, towards the end of Mar, we
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Eugene Ng
EugeneNg_VCap
Block $SQ 1Q22 Earnings - Rev (ex-BTC) $2.2b +38% - Gross Profit (ex-BTC) $1.3b +30% margin 56% -330 bps - Adj EBITDA $195m -17% margin 9% -581 bps
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Swiss Ramble
SwissRamble
Now that Liverpool have been confirmed as Premier League champions under Jürgen Klopp following the previous season’s Champions League success, I thought that it might be interesting to see how
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Swiss Ramble
SwissRamble
Burnley’s 2018/19 financial results covered a season when they finished 15th in the Premier League, securing a fourth consecutive season in the top flight, and competed in Europe for the
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Sieva Kozinsky
SievaKozinsky
1/ Anyone can be an entrepreneur.You don't need to be Elon Musk or Jeff Bezos.I have a clear path for you to make $500k to $1 Million in cashflow per
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Swiss Ramble
SwissRamble
Manchester United are the first Premier League club to publish accounts for the 2019/20 season, when they finished 3rd in the league and reached the semi-finals of 3 cup competitions,
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AsymmetricDhandoBets
specialsit1
I come across operating/capital leases way too often. And its not only retail. Some telcos have huge exposure to IRUs in case they dont own the infra, but wholesale from
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JST Investments
JstInvestments
Varroc Engineering: Business Analysis 2nd largest Indian auto ancillary company.Hit the 'retweet' for max reachA Thread 1/ Tier-1 Auto ancillary company2 business lines:- Varroc Lighting Systems (VLS): Provides exterior
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Sourabh Gilda
GildaSourabh
A report published by Mckinsey highlights the outperformance of Indian chemical companies. It also talks abt the trends shaping the Chemical Industry and ways in which India can reduce its
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Swiss Ramble
SwissRamble
Nottingham Forest’s 2018/19 financial results covered the second season under the ownership of Evangelos Marinakis (80%) and Sokratis Kominakis (20%), when they finished 9th in the Championship, their highest position
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Alex Bridgeman
aebridgeman
Search Fund Advice Megathread:In my searcher survey I asked searchers for their one piece of advice to prospective searchers. This thread is 29 pieces of advice current searchers and operators
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