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D.Muthukrishnan
dmuthuk
Lot of queries and tagging me on Manu's blog. Hence this thread.Every company and it's management has both strength and weaknesses. I see more strengths than weakness with ITC.Management can't
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Motorhead
BradMunchen
1/n $TSLA is being muscled out of battery supplies by larger rivals. This could mean losses next year & @elonmusk knows it. This is why he whined to @karaswisher on
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Ophir Gottlieb
OphirGottlieb
1/$FSLY Reviewed the quarter. Wow.75% of all data will be created and processed at the edge by 2022 per IDC-* 62% Revenue Growth* 137% DBNER* Adj EBITDA: First positive quarter
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Saurabh Dwivedi
iSaurabhDwivedi
Decoding ITC's story through reported numbers.[A Long Thread] 1/35This discussion is based on the numbers scraped from http://screener.in . It is purely a quantitative model. Further, its merely initiation of a
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Mukund Mohan
mukund
$HNST (Honest Company) – New IPO listing Wed, May 5thA thread http://bestengagingcommunities.com/2021/04/28/hnst-honest-company-new-ipo-listing-wed-may-5th/ $HNST Honest company, founded by Jessica Alba is going public next week on May 5
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Abdulla E Fakhro
abdullaefakhro
1/ Picture a company that achieved 21% sales CAGR over the past decade, all internally funded, with consistent 70% gross margins, 40% EBITDA margins, 25%+ ROEs and 15%+ ROAs. Must
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Nancy Vilfoil
NancyVilfoil
$HNST (Honest Company) – New IPO listing Wed, May 5thA thread http://bestengagingcommunities.com/2021/04/28/hnst-honest-company-new-ipo-listing-wed-may-5th/ $HNST Honest company, founded by Jessica Alba is going public next week on May 5
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Benjamin (French Graham)
Fr_BGraham
PER, VE/EBIT, VE/EBITDA, P/S, P/B, VE/CA, PEG, P/CF, NAV, autant d’acronymes et de ratios boursiers pouvant donner des signaux contradictoires. Comment, quand et pourquoi les utiliser ? Éclairages. 1. Il
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Smart Sync Services
SmartSyncServ
As promised,Here is the thread on AR 19-20 of Bajaj Auto 1/Bajaj Auto The World’s Favourite IndiaHAMARA KAL@suru27 @finbloggers 2/ Chairman’s Letter•In FY20, compared to industry, the company did very
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Daniel Ruiz
DRuizG80
Good morning, folks. I’ve been asked several times for an update on $CVNA recently. What follows is not trading/investment advice, and I am short. What do you see below? Nothing
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Adam J. Fein
DrugChannels
1 / 4 Just out: @goodrx S-1 for its IPO https://drugch.nl/3jqd0Mo Wow. Insanely profitable! EBITDA = 40%Revenue model:1. Consumer uses GoodRx2. Pharmacy pays #PBM3. PBM pays GoodRx $$$The following tweets
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Simon
zimp_a
Tyst från mig ett tag, har inte känt att jag haft något att bidra med i den rådande debatten. Mitt fokus är alltid på bolag och nya intressanta case, där
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Eugene Ng
EugeneNg_VCap
Roku $ROKU 1Q22 Earnings - Rev $734m +28% - Gross Profit $365m +12% margin 50% -719 bps - Adj EBITDA $58m -54% margin 8% -1409 bps - OCF
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BTS Press⁷ 🧈
BTSPressData
KMedia reports on how HYBE acquired Ithaca:At the end of last year, news that Scooter was selling Ithaca reached HYBE. Despite knowing of other potential buyers, Bang Sihyuk said without
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Matt Bennett
LongvueMatt
I spend a lot of time talking with owners of lower MM biz (
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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
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