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Matthew Cochrane
Matt_Cochrane7
The most common question I get asked in DMs is how I keep up with #fintech. So that I have a place to point people to, I thought I would
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rubicon59
rubicon59
Anybody done work on #HelloFresh (#hfgx:GER) stock? 66% grower at 21x FCF, and total category dominance w no viable competition (except churn), run by a "baby Bezos"? #HellFresh "Despite the
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His Brineness, Size Lord Pickle Rick the Fifth
KingPickleRick1
Alright $TSLA $TSLAQ, got some fresh FUD for you. This time on a single family rental operator called Invitation Homes, ticker $INVH. Why I think the company could potentially go
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Mostly Borrowed Ideas
borrowed_ideas
1/ Notes from @nickkokonas episode at @InvestLikeBest Nick Kokonas: A Philosophy major -> derivatives trader -> owner of some of the best restaurants in the world such as Alinea, Next,
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IT🛸👽🖤🌊
camerongrey
The Fed has infinite $ and far more ppl believing in that $ than they do #Bitcoin . Printing infinite Tether and U$ compromises the market; We're in the midst
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AR-622 Module Containment Rework Project
NegDiscountRt
1/ There are many aspects to the Tripp story. There is the aspect of scrap and waste and whether that's being reported correctly. There is the aspect of lying about
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NewTrader
NewTrad64016567
Thoughts on $PTON. I just bought a position after owning a the device for a month. Thread on why the stock still looks to offer great value here to me
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MailboxMoney
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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ttp_cap
ttp_cap
LONG THREAD: my last thread started out as a discussion about gaining an edge in fundamental investing by better understanding a given company's business strategy...and ended up dissecting #ARK specifically.
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S Padival
S_Padival
$TSLAQ Departure Thread THIS IS BIGGER THAN MONEY edition1. Sheep of Wall Street @Biohazard37372. Value Dissenter @ValueDissenter3. Hedge Fund Adam Capital4. Prof Aswath Damodaran @AswathDamodaran5. Prof Scott Galloway @profgalloway$TSLA
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Homestead Ted
tedstein
1/ No high profile $TSLA event is completed without some fraud. A small thread. 2/ The "sledge hammer" was a dead blow mallet, designed not to do damage. You can
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Ram Bhupatiraju
RamBhupatiraju
Long thread on $AAPLSometimes it's good to sit back and understand/appreciate the miracles around. It's easy to complain that Apple has lost it's innovative touch, iPhone sales are falling, Services
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Joe Frankenfield
SagaPartners
A little thread on growth expectations:1) Given the increasing focus on “growth stocks” in recent years, thought it would be an interesting exercise to look back at the fastest growth
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Matthew Greenberg
greenycapital
Here are my expectations for $CACC earnings tomorrow:$1 billion write down on receivables ex CECLAdvances of $750 million in Q1, with an expected collection percentage of 55% Collections of $680
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TraderLion 🦁
TraderLion_
The best traders in the world have made millions from one setup.The setup? A breakout from a base. But what do these bases have in common & what should you
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Dividend Hero🔆
HeroDividend
How well do you know Cathie Wood?{thread} Cathie is the founder of Ark Investment ManagementSome of her most popular funds are$ARKK$ARKQ$ARKF$ARKGCathie’s funds are known for eye popping returns. Let’s dig
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