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Coach K đź—Ż
CoachKMcD
Why stocks will go down much more:1) 330 Trillion dollars of very poor credit market debt that needs to be deleveraged and the Fed's 1 Trillion farts can't do anything
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My Stock Vault
mystockvault
1/ IT'S THREAD TIME!I have promised a thread on a stock I think could be a potential 100 bagger and here it is!I have to thank @JonahLupton for his CEO
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SouthernValue
SouthernValue95
Below is a long thread on 7 key levers that will drive growth at $ADSK for the next decade. Investors have been fixated on mgmt.’s guided $2.4bn FCF by Jan
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Shales From The Crypt
ViscosityRedux
Thread on one of the more interesting 10-K filings I’ve read in a while. Everything taken directly from public info, augmented with add’l info & sourcing. Information rendered without judgmentLong,
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Eugene Ng
EugeneNg_VCap
Peloton $PTON 3Q22 Earnings - - Rev $964m -24% - GP $184m -59% margin 19% -1614 bps - Adj EBITDA $-194m margin -20% -2512 bps - NG Net
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Risk/Reward Capital
RiskRewardCap
The next industrial revolution is already here $AMRS DD Thread Synthetic Biology $4 Trillion TAM$177M Q1 revenue (500% YOY)91% Q1 GM $3.1B valuation Unique lab-to-consumer playBusiness model uses IP and
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Swiss Ramble
SwissRamble
Newcastle United’s 2018/19 financial results cover a season when they finished 13th in the Premier League, 3 places lower than the previous year. Steve Bruce replaced Rafael Benitez as manager
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Swiss Ramble
SwissRamble
Arsenal’s 2018/19 financial results covered a season when they finished 5th in the Premier League, while reaching the Europa League final. This was first season in 22 years without manager
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The Scorpion Philosopher
thescorpionphil
Charlie Munger on Investing (quotes from Charlie Munger).A thread.1.The desire to get rich fast is pretty dangerous.2.Knowing what you don’t know is more useful than being brilliant. 3.People are trying
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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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Lord of the Clouds
TheCloudSaint
Let’s Talk Trading.There are 3 Keys to Becoming a Trader.•Perception•Filters•Analysis How we Perceive the Market & Trading Itself acts as the Origin Point for our Analysis & Filtering.Dont get it
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Ezra Galston
EzraMoGee
food delivery is a category case study for the record books. so much intrigue and game theory if you know where to look under the hood. major externalities also brewing
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Ming Zhao
FabiusMercurius
How to Read 10Ks Like a Hedge Fund“Fundamentals don’t matter anymore!” I’ve heard this a lot lately on Fintwit.But, for those who’ve diversify beyond $GME and $DOGE, here’s a primer
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Abhishek Singhania | Finance
Abhi_finance
RISE AND FALL @UrbanLadder On November 14, Reliance Retail announced an all-cash buyout of 96% stake in @UrbanLadder for ₹182 Cr.A #Thread @dmuthuk @SahilBloom @FundamentalGems @FinKrypt @stockskibaat @stocks_in @nifty_baba @FinancialAdda
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UnusualValue
unusualvalue
"The best business is a royalty on the growth of others." -- BuffettIf you are looking at the unprecedented monetary base expansions around the world but are wary of investing
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JST Investments
JstInvestments
1/n Good Afternoon folks,We will be regularly posting the Reliance AGM takeaways in this thread.Tune in #RelianceAGM #AGMwithJST 2/n RIL became first Indian company to exceed a market cap of
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