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mailboxmoney6
Let's dissect some of the EV charging hype using $tsla Superchargers as an exampleSpoiler: The hype is way overdone$beem $blnk $chpt $clii $snpr Backdrop: EV charging pubcos are trading at
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The Nightmare Never Ends
BoneyDiego
First up: The Photo of the Month. This year I'm offering each in 2 sizes, 11x17 for $120 and 5x7 for $35. Each is signed/numbered out of 20. 1st come
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Wiseman Capital
CapitalWiseman
The 3 markets of Fantasy Sports, Sports Betting & iGaming are a large $70B TAM driving rapid expansion for $DKNGPrice: $58.12Market Cap: $23B52 WKL – 52WKH: $16.11 - $74.38Shares outstanding:
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Kauffman Fellows
KauffmanFellows
Last week, we hosted our October Module: Embracing Change and Uncertainty. Thank you to Dr. Yasmene Mumby for leading a Yin Yoga session on Monday, where we stretched our tension
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Gabriela Martinez Sainz
gmsainz
Our paper looking into the use of social media for #ChildRights education in #EarlyChildhood is out! This is a rewarding collaboration with @DrFranZanatta & @jkgillettswan result of a long journey,
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Jonah Lupton
JonahLupton
Barstool Sports is worth billions!!!8 months ago Penn National Gaming ($PENN) announced they were acquiring @BarstoolSports in a deal that valued the company at $450M. It was structured as $163M
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Pennywise
1Penny0wise0
The two most undervalued SPACs at the moment to hold for THIS QUARTER- $LCA and $OPES. Here’s a thread on $LCA inspired by @yatesinvesting @alexcutler247 and @JMacInvesting ( $OPES thread
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Irish Born Investor
BornInvestor
Let’s try this out!DM me stuff you don't want to say on your own timeline. I’ll repost anonymously. The state of #fintwit, what grinds your gears, a stock you like
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Kara Nortman
karanortman
High level in a first 30–45 minute meeting, I — like most VCs — look for a thing or a FEELING more than anything specific to (not) waste that founder’s
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TucksTwits
TucksTwits
Lets talk about $AEI and it’s ‘subtle’ connections to $DSS $AEI owns 19.9% in commons of $DSS with potential to own 62.3% fully diluted. Throughout 2020, DSS has made
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Fred Destin
fdestin
1/ Fascinating conversation between @HarryStebbings and @chamath - my key outtakes written in the first person. 2/ Note I’ve written before about Social Capital’s initial mission and the "platforming of
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Pon Chiaravanond
genghis_pon
[THREAD] Deep Dive on Lucid Diagnostics $PAVM - Product Offering- $EXAS for esophageal cancer?- Market Sizing- Go-to-Market Strategy- Massive Return Potential (>10x)Future $PAVM threads on other segments and risk.Have a
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ztinvesting
ztinvesting
The real-estate industry is an outdated, inefficient industry in need of disruption. With an enormous market opportunity, three companies are leading the charge to disruption: Redfin - $RDFN, Zillow -
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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
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Chris Hladczuk
chrishlad
A MASTER operator and investor: @rabois Yesterday: @chamath’s SPAC merger with @Opendoor Today I inhaled Keith’s podcasts:• @APompliano • @eriktorenberg • @Jason • @david_perell • @Patrick_oshag • @AdamDraper Here are
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Dan Hedl
danheld
1/ Coinbase's IPO is a big moment for Bitcoin.Last week Coinbase rocked the mainstream financial world when they published their higher than expected Q1 2021 financials. The biggest shock was
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