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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:-
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jonwu.aztec
jonwu_
Been hearing "Why is Coinbase trading like a shitcoin?" a lot lately. Here's why, IMO:- Volume growth isn't as high or valuable as you think- Wall St. is treating 2021
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Raynar81
Raynar81
1/Gravity Interactive $GRVY… is a South Korean game developer, known for their game Ragnarok (MMORPG).Idea from @ValueGARP, @89Olle, @Pappakeno1, thanks! Lots of information can be found there.Do you like high
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fundingsecured
deucetrade
1/x Koyfin har en intressant scatter plot funktion så nedan kommer en tråd med lite olika plots på mjukvarubolag.Första plotten är EV/Sales vs Revenue CAGR. Intressant här är att $RDVT
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It takes two to contango
2Contango
THREAD #boxshipsIsraeli container line $ZIM could yet make $1bn more profit than analysts have been forecasting this year.Amid record charter and freight rates, Fearnley Securities revealed the possibility as it
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JST Investments
JstInvestments
Reliance Industries Q2FY21 results -Revenue down 23.06% YoYEBITDA down 9.98% YoYNet profit down 6.61% YoYBad Cash Flows 9 Quarters data shown for all segments and the business as a whole.
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AtlanticLion
AtlanticLion
Before the shutdown interrupted all concerts, Live Nation traded as a growth story, showing double-digit revenue and profit growth, which bulls expect to return. However, the numbers show that $LYV
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Ophir Gottlieb
OphirGottlieb
1/n$PINS * EPS $0.11 Beats $0.07 Estimate* Sales $485.23M Beat $473.66M EstimateMAU: 478M vs 480.5 2/n$PINSGuidance... ongoing COVID-19 pandemic and other factors. Our current expectation is that Q2 revenue will
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Ram Parameswaran
_ram_
$DASH. First, what a mission. It's clearly personal. Logistics Infrastructure + Software Tools + Consumer demand = killer combination to build a large, at-scale Internet business. The delivery of "everything".
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Dividend Seeker 📈💰💵
Dividend_Dollar
Understanding how to perform research on stocks is a big hurdle for new investorsBeing a CPA and working for a Big 4 accounting firm allowed me to familiarize myself with
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Myles McNulty
MylesMcNulty
Really didn't expect to see #MKA back below 9p. At 8.65p, its mkt cap is £11.5m.Its 2015 PFS projected annual EBITDA of ~$100m over two decades.As a result of its
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rubicon59
rubicon59
Anybody done work on #HelloFresh (#hfgx:GER) stock? 66% grower at 21x FCF, and total category dominance w no viable competition (except churn), run by a "baby Bezos"? #HellFresh "Despite the
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MailboxMoney
mailboxmoney6
Let's dissect some of the EV charging hype using $tsla Superchargers as an exampleSpoiler: The hype is way overdone$beem $blnk $chpt $clii $snpr Backdrop: EV charging pubcos are trading at
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Myles McNulty
MylesMcNulty
Immense interims from #NCYT. Notable points:- Revenue increase YoY of 900%, to €72.4m- 91% of revenue (~€66m) generated in Q2- PAT margin of 56% (€40.2m). An extraordinary margin- Inventory of
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Adi Soglowek
pbcinc
1/ $SE 3Q2019 tidbits. As a reminder, SEA is a holding company incubating one of the most exciting mCommerce opportunities in South East Asia, #Shopee using a cash cow game
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Nick Huber
sweatystartup
If I could invest in a series of small businesses under the following structure I’d be PUMPED and would start doing a lot of it:Founders: tell me if this is
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