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Really Unsarcastic Daniel
Crussian17
$twtr obviously going to be bad today & as part of that im going to take big losses but now sentiment in mid 50s is extremely negative so thought id
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Meng De
kingofwei_
never forget Tobin-Q: 1.783 "Companies in sectors with low capital spending requirements tend to outperform those with greater spending needs" page 35 "The sectors we look to invest in
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Ferrovial
ferrovial
The 2021 General Shareholders' Meeting is beginning. Follow it live here: https://ferrovial.jga.events #FerrovialGSM2021 For the second consecutive year, we are holding the General Shareholders' Meeting virtually. Due to the C
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Brie Wolfson
zebriez
I recently left Stripe after 4.5 formative and magical years. Some reflections on what made working at Stripe feel different than working other places:1/Turpentine2/Writing3/Meticulousness4/Principled decision-making5/Ambition6/Talking up7/
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Christopher Seifel
SeifelCapital
$SE: A Monster Born in SE Asia ("SEA")Sea Ltd. ($SE) is the leading internet company in SEA. It dominates the region’s gaming, e-commerce, and digital payments markets.Its effective management team
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R-40
ruleof40
like the underlying industry itself, the software debt markets have changed a lot in the past 5-10 years10 years ago getting a meaningful amount of debt for a software company
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Patrick Whalen
PatWhalenNC
TIP THE KITCHEN - RULE 3 - DON'T F*@& WITH THE MONEYCo-Authored with @chefjamielynch Making this initiative work had to start with one flawed conceit; $$ is almost always traded
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HRouge
hareng_rouge
There's a thread by @Mitch198509 about $NFIN, a SPAC for a trade finance platform. It uses blockchain and at that point in the presentation I stopped. Forget it, of course.But
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Bill D'Alessandro
BillDA
.@wearfigs just filed to go public, and it's probably my favorite DTC IPO of all time.$263M revenue 26% EBITDA margin (swoon)1.3M customers in 2020138% YoY growthLet's break down their biz
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Dom 📈
dominvestor
Looking for a new investment?Today, I’ll be showcasing 3 new companies that will be going public on the stock market that you could buy NOW! A THREAD First up,
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John Street Capital
JohnStCapital
1/ If $AAPL really wants to make a splash in fitness they should roll up $NLS, @Hydrow_by_CREW, & @tonal & have a complete end-to-end product offering integrated with the AAPL Watch +
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From Growth To Value
FromValue
10 reasons I'm still so excited about $TTD for the long term, a thread. 1. Jeff Green, founder and CEO of $TTD is one of the clearest speakers among all
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JST Investments
JstInvestments
Tata Consumer - 'Sampann' Numbers (Good Results)Revenue up 13% (11% in constant currency), EBITDA 54% and PAT 82% F&B products demand for in home consumption was buoyant Out of home
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Robin Mayes
Robin25461631
#WSG new protocols in Ireland involving temperature checking on arriving at workhttps://www.irishtimes.com/news/ireland/irish-news/new-measures-for-reopening-will-see-irish-workplaces-change-beyond-recognition-1.4248809 #WSG And it's coming in th
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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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𝓥 𝓲 𝓽 𝓸 🦓
BVL_21
- THREAD - La #Juventus a publié ses comptes arrêtés au 31/12/20 sur son site internet. Quels sont les arguments financiers qui ont poussé le club à adhérer à la
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