#GaaP

My est. for $TSLA Q1'20 EPS (results on Weds 4/29): -GAAP EPS: -$1.90 -Non-GAAP EPS: -$0.54. This looks to be well below current cons. & most other estimates - see

Could we organize an international Government-as-a-Platform (#GaaP) Conference? I would be happy to help. @acroll could @fwd50conf facilitate this? There is interest from @OECD + so much we could learn

Mark B. Spiegel

1) Here's why I think the S&P 500 will revisit the March low. (Note: this prediction is worth exactly what I'm charging for it!)The 2020 S&P GAAP estimate is currently

Return on Capital

Going to play a little Devil’s Advocate.I really hate macro explanations for high multiples like low interest rates. But there might be a business case for structurally higher multiples...Not sure

$FB vs. $TWTR (short thread)- FB grows faster (27% rev growth vs. TWTR 14% in 2019)- FB holds up better in downturns (FB flat in April vs. TWTR down 20+%)-

$YY Monster results....Revenues up 36.3% vs. 19.7% consensus $YY Bigo revenues up 148.8% hahahaha jesus christ $YY YY live segment down 9.1% Y/Y, obviously dissapointing. On the other hand still

Mayur मयूर Thaker ठाकर

$SQ earns a significantly higher return on invested capital vs $PYPL, despite the latter producing billions in profit today while $SQ is barely breaking even.To see this, one has to

HH CCIM (parody)

HHPumpco_BCE_II

Well that should solve that. No need to dig deeper Eh let’s do it. This doesn’t seem possible but whatever. I wanna talk about the normalization of the phrase “non-GAAP”Which

John Coates⚽️

Financial accounting amid the virus, a brief thread. 1/n As the economy plunges into recession, an open question is how many businesses will run out of cash and be forced

KrisAbdelmessih

Greedy people don't know they are greedy.Their mental accounting is forged from principles that happened to have served them. They consider it a virtue to extend their own mental GAAP

1/ Investments in PPE (property, plant and equipment) appearing on balance sheets no longer drive profits as much as they once did. Businesses invest more in intangible assets like software

George_A_Callas

The @JesseDrucker article template:1. Identify tax break2. Confirm high-income people/corporations receive benefit3. Intentionally misrepresent material facts4. Assert corruption5. Inflame readers sense of outrage6. Rinse/repeatTHREAD 1/10https://www

Social Value US

When all these ESG and impact standards get to the level of IFRS (or GAAP), who should be writing that standard? There are people in glass houses living lives that

I bought 1 widget for $50 & sold it for $100. The customer tells me he would buy 99 more widgets for $100 each & I can buy them for

1/Get a cup of coffee.In this thread, I'll help you understand Stock Based Compensation (SBC).As investors, I think we can gain a lot of insight into companies by looking at

Mayur मयूर Thaker ठाकर

The primary reason I will always admire Warren Buffett is that regardless of how successful he has been, he’s remarkably humble and open about the mistakes he’s made. He has