Ryan Henderson
CCM_Ryan
Just put the final touches on my first private equity deal and I couldn’t be more excited.[THREAD] Quick back story:Totally forgot to create or join a fantasy football league this
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As most people know, I’ve been harping on Nintendo a lot recently. $NTDOYHere’s why[THREAD] Thesis at a glance:Nintendo is building out an iterative console ecosystem to support their gold mine
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The Cash App seems to be widely misunderstood. So I thought I’d try to clear some things up before earnings tomorrow.Quick mini-thread$SQ Revenue:First things first. Don’t just pay attention to
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$RAMP serves basically all components of the ad-tech space. Revenue streams stem from their core IdentityLink technology, which allows their customers/partners to better segment and target.Fascinating business.https://twitter.com/chitchatmoney/status
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