#GaaP

Matt Smith

MatchasmMatt

So I've just tried to tie out Tesla's results to my model, and the results are Historically Tesla has disclosed a 25% FSD take rate, and with that I've calculated

Aᴴ

evebitdap

1/ A quick thread on Auto OEM Enterprise Values 2/ Auto OEMs present a unique challenge from a valuation Perspective, and it takes some time to untangle the GAAP/IFRS statements

Kurt Eichenwald

kurteichenwald

In 2017, I wrote about why that year's tax cuts were unlike others, were exceptionally dangerous, economically insane, & would prove disastrous. Now, since we're hitting the disaster wall, I

Max Bosenko

MaxTheComrade

$PINS will release earnings for Q1 2021 on April 27th. I though it might be a good idea to revisit $PINS prior to their report and to remind ourselves how

Dave Lee

heydave7

There are (or will be) 3 key objections to Tesla’s record-breaking Q1 earnings.I’ll debunk them in this thread. First, regulatory credit sales were higher than normal at $518m. Argument is

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

Mayur मयूर Thaker ठाकर

freshjiva

Important tidbits from $TSLA Q3'20 10-Q for long-term investors:1. Top Agenda: decrease production costs to increase affordability. In-house 4680 cell production + iterative mfr design play a big role in

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".

Dan O'Neill

dp_oneill

Pandemic Saturday...time for S-1 club!This week's entrant: @PriviaHealth The prospectus draws some parallels to Oak & Agilon, but I read it more as a look under the hood of a

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

Matthew Greenberg

greenycapital

I’m going to preface this with the following:This is the most coherent bull thesis on $CACC I have seen. Ever. For that reason alone, I feel compelled to give my

Derek Alton

DerekAlton

1/5 I am playing around with the idea of creating a documentary series as my core project for my @nwspk fellowship. Here is my first iteration of possible episode themes.

10-K Diver

10kdiver

1/Get a cup of coffee.In this thread, I'm going to show you a simple way to think about "LTV vs CAC" trade-offs.For those unfamiliar:LTV = Life Time Value of a

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

Richard Chu

richard_chu97

My Investment Checklist:1) Category leader (dominates a niche, see Gartner/Forrester) 2) Recurring revenue (high visibility SaaS model) 3) Large and growing TAM vs market share (>$2B market cap, the potential

Ming Zhao

FabiusMercurius

12 Ways to Spot a Lying CFOcollaboration w/ @goodalexander Stocks move on earnings, so execs will manipulate earnings. How can u spot their accounting gimmicks ahead of time?Here’s a rundown