#GaaP

Ram Bhupatiraju

RamBhupatiraju

I guess there's a reason for why IE-commerce so much. These lessons are as important as the returns.Sharing with few Fintwit friends. @saxena_puru @FromValue @dhaval_kotecha @richard_chu97 @adventuresinfi @BahamaBen9 @TMFJMo @7Innovator

Tren Griffin

trengriffin

1/ If you were watching earnings releases the past two weeks and didn't see that businesses with key intangible assets outperformed expectations, you weren't paying attention. Pricing power created by

Mostly Borrowed Ideas

borrowed_ideas

1/ MEGA THREAD: Long $BRKI follow three steps while investing in BRK.1. Read BRK annual shareholder letters2. Read Semper Augustus (SA) annual client letter in which @ChrisBloomstran discusses BRK for

ぴたごらら🇺🇸投資🐤

pitagorarara

$OCUL Ocular Therapeutix 1/nnoteは時間がかかりそうだったので簡単にポイントだと感じたところだけ。また時間を見つけたら肉付けしてnoteに投稿します。個人的に $HZNP と並んで好きな

Ming Zhao

FabiusMercurius

How to Read 10Ks Like a Hedge Fund“Fundamentals don’t matter anymore!” I’ve heard this a lot lately on Fintwit.But, for those who’ve diversify beyond $GME and $DOGE, here’s a primer

Paul Loberman

ploberman

Highlights from @Tesla Shareholder Meeting and #BatteryDay @elonmusk says:- From breaking ground to volume production in the China factory in 15 months- Model Y was smoothest launch (not sure all

Ensemble Capital

IntrinsicInv

1/ Why Value & Growth is no longer just about valuation.The nature of business is not static. While core principals are often timeless, the underlying dynamics can change dramatically over

Caleb

caleb_investTML

$APPS Digital Turbine (thread)brings together media and mobile communications by means of advertising to help clients monetize mobile content. Products: DT Ignite, DT IQ, DT Marketplace, DT Pay.Their 'On Device

Richard Chu

richard_chu97

The $TDOC + $LVGO merger created the undisputed leader in telehealth but with the industry still in its early innings, finding who will occupy that second spot can pay off

24 hour evderella

yoshigoround

for the past hour or so idk how long i had posts ready detailing my culprit theory but then this shit started happening and i started crying so i resign

R-40

ruleof40

seems like a good day to do a thread on CDN / $FSLY:$FSLY is a CDN infrastructure service, not SaaS and, to a lesser extent, sells value-added softwarethis is why

leighna ♡ mairuma

slut4matcha

Welcome to Demon School (MAIRUMA) characters but with Sullivan's mustache — a thread https://twitter.com/slut4matcha/status/1384772595107524608 JAZZ ANDRO with Sullivan's mustache! SHAX LIED with Sullivan's mustache IRUMEAN

Christopher Seifel

SeifelCapital

$FSLY: An Edge Over the CompetitionFastly, Inc. ($FSLY) is a leading developer-focused edge cloud platform (“Infrastructure-as-a-Service” or “IaaS”).It's programmable edge network optimizes secure content delivery.The stock fell

Adventures in Financial Independence

adventuresinfi

It’s easy to be your own worst enemyby behaving like a traderwhen your intent is to be an investorPart 2[THREAD] 1/x I previously talked about how the mismanagement of my

Eugene Ng

EugeneNg_VCap

Twilio $TWLO 1Q22 Earnings- Rev $875m +48% (organic +35%)- Gross Profit $425m +42% margin 49% -200 bps - NG EBIT $5m -71% margin 1% -236 bps -

Figfluencer & Co Capital Management Partners LP

FIGfluencer

1/ I’ve noticed a good number of IRs recently being promoted to CFO at large public companies. Toward the end of my time on the sell-side I was nearly appointed