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#BringBackBenches Shaheeda Abdul Kader
saq3
Me: Ooh! I'm so excited. I'll publish my blog on Security Stocks and how I picked a winner. Yay. Markets: Not so fast! Catch ! Me: Me: well here’s
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John S. Nash
heynottheface
Since it was brought to my attention by @JasonAmadi that many fans are unaware that we have details on these things now, here's a quick thread on what we know
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Hipplegrubber
hipplegrubber
The pressure is building on the Glazers to sell United. Sponsors leaving, protests building, ESL dead in the water and a Government review into football governance is underway. I’ve seen
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Sanjay Kumar Elangovan
langvalcapital
Rural ThemeKenneth holds Coromandel and @contrarianEPS had suggested Agro ChemicalsQ3 FY 2020 saw the Indian Agro Chemical companies post 25% Sales Growth YoY- Rallis & DhanukaStructural or one off? #RALLISPrice
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Future Africa
anafricanfuture
Life is often complex and filled with unprecedented events. Here's a guide to building mental toughnesshttps://medium.com/the-post-grad-survival-guide/how-to-build-mental-toughness-in-your-20s-or-80s-34e78730ddda Charlie Munger's operating sy
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Swiss Ramble
SwissRamble
Deloitte’s annual Football Money League has become essential reading, but it only ranks the world’s leading football clubs by revenue. The following thread adds details for expenses, profits and balance
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Mindset PI
MindsetPi
How do I pick quality stocks?//5 THREAD // 1. S E C T O R-If the industry is cool and has room to grow,I really get attracted to it.-Industry should
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Greg Walsh
walshgb
My brother and I both own stock in Roper Technologies ($ROP) and we jointly read the company’s annual reports for the past 15 years (2004-2019). We did some additional background
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Vishnu Kapadia
Mjkfinvestment
Nestle Annual Report Notes (Motilal Oswal)*Some good charts in there*Market cap: 164,738 crores.Revenues: 13,350 crores.P/E: 79.11P/B: 81.58Dividend yield: 1.17%Here we go@dmuthuk 1/25 Barring 2QCY20, where all Consumer companies, especiall
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ryan
RyGa_51
Now that $FMCI merger has been finalized and we know that the deal will go through, I thought I’d post my DD on why I found it to be a
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John Street Capital
JohnStCapital
0/ $IPOC announced the acquisition of Clover Health for $3.7B inclusive of a $400M PIPE (w/ $100M from @chamath). This values the company at 4.2x EV/Rev & 2.1x '23 revenue.
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Navid #Equality
BarcelonistaFRA
Je viens de lire ce papier de Bloomberg largement relayé hier soir. De ce que je comprend, le Barça avait déjà augmenter les échéances des créanciers américains en janvier (90M€)
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The Tycoon Mindset
tycoonmindset05
Syngene concall was held today at 3:00 pmHere are the key highlights Business Updates:• Syngene has extended strategic collaboration with Bristol Myers Squibb for next 10 years• Engaging with
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Vishnu Kapadia
Mjkfinvestment
Thread on APL Apollo Tubes Market cap: 15,967 croresRevenues: 7,723 croresP/E: 53.63P/B: 10.10ROE: 22.23%ROCE: 20.12%Here we go 1/25 APL Apollo Tubes commenced operations in 1986 as a private limited company
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Jeremy Raper
puppyeh1
I'm long Betterware warrants ($BWMXF). This might be the most attractive special situation I've seen in years. Let's take a look why...(full disclosure: I did NOT originate this idea, so
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Ellie Frost ❄️
BlockBytch_
1/ Coinbase Earnings: Some less obvious takeawaysBesides obviously strong growth, what does all this mean? What are the unanswered questions? 2/ Below are the main results from Q1$1.8B Revenue$1.1B Adj.
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