#Capex

Liberated Soul

Liberated_Soul3

Will we see a structural reset in the Indian Banking space. For too long the banking system was dislocated with PSU banks doing the heavy lifting of putting the money

OpenSquareCapital

OpenSquareCap

1/6 Coming into pandemic, analysts forecasted 20-30M bpd builds in inventories as demand collapsed. Real-time data shows builds significantly less (7-8M bpd). Falling prices (negative prices!) reinforced perception of tank

Joe Rich

realJosephRich

1/nI took bailout money once. I was 22 and a senior in college. I had been irresponsible with credit cards for 3 years and had finally maxed them out. My

Izzat Azwar

IZZTAZWAR

Since sekarang kita masih dalam fasa PKP (dan mungkin akan berlaku lagi), aku nak tekankan kepentingan CASHFLOW dalam business.Yes! Cash is king!Ramai yang cash inflow cantik tp cash outflow barai.

Miss Sinesipho Status Quo Maninjwa

Synesyfe

Would it be considered career limiting if i decide to poke holes at the valuation for Rain???https://mybroadband.co.za/news/business-telecoms/356407-rains-r13-1-billion-valuation-analysed.html Its a thread cause am too lazy to write a full

Abdulla E Fakhro

abdullaefakhro

1/ Picture a company that achieved 21% sales CAGR over the past decade, all internally funded, with consistent 70% gross margins, 40% EBITDA margins, 25%+ ROEs and 15%+ ROAs. Must

Andy VandenBerg

AndyHVandenBerg

It seems like there's a sudden interest in laundromats from the Twitter community. I get it, they can be great cash-flow generating businesses. In 2018-2019, I nearly invested in 5

John Wilson

WilsonCompanies

People have been asking me for a while about leasing commercial vehicles and how we scaled our fleet as we grew. Fleet is tough, its one of the biggest barriers

Chandan Sapkota

csapkota

Quick thoughts on #Nepal's FY2021 budget. https://bit.ly/FY2021nep Given the uncertainty and circumstances, the finance minister has done a decent job. It tries to strike a balance between responding to the

Niraj Tolia

nirajtolia

A consistent theme when analyzing #COVID19's impact on Enterprise IT is that:- Cloud spend will take off- Budget impact might be smaller than predicted- AI/ML might be at risk if

Kieran Barratt

KieranBarratt

One to consider for #gold bulls.. The aggregate market cap of ALL listed #uranium co's equates to ~30% of Barrick Gold's market cap (!). Gives an idea of the small

Mayur मयूर Thaker ठाकर

freshjiva

We are going to witness an implosion over at $XOM Mobil that dwarfs what we see in the auto industry over the next 5 years. This is one of the

phoenixcapital

phoenixcapindia

#DeltaCorp - A #Gaming BehemothCmp-74Market Cap- 2,016 crIndustry- Gaming/Casino 1) Company OverviewDelta Corp only listed casino operator in India enjoying 55% #marketshare in organized #casino marketAlong with its casino business,

Puru Saxena

saxena_puru

1) Portfolio update Apr-end -$ADYEY $AFTPY $AGC $CPNG $CRWD $CURI $DKNG $DOCU $GHVI $IPOE $MELI $OPEN $OZON $PATH $PINS $PLTR $ROKU $RTP $SE $SHOP $SFTW $SKLZ $SNAP $SNOW $TWLO $UPSTPortfolio

Condorito

Arquitect3

Thread: Why very smart people lose $ shorting some stocks? Take an example of companies like Tesla, assuming you knew nothing about it but the financials and the twitter account

IPD Latin America MX

ipd_mx

1/10 Mar. 18: PEMEX celebrated Oil Nationalization Day at its HQ with hundreds in attendance. Despite massive demand destruction and the Saudi-Russia incited supply war on Mar 8, there was