#Investor

Gil Dibner

gdibner

1/ Uniqueness and barriers to entry are the key to long-term value. Today's early-stage VC market is driven by ultra-rapid over-priced rounds. While I am sure that each individual round

Michael J. Kavanagh

mjkcongo

Dan Gertler bought royalties to ERG's copper-cobalt Metalkol tailings in 2017 from Gecamines. We're just finding out now. Gertler says he paid $55m+$28m debt. Gecamines says nothing. ERG says they'll

Financially Savvy Dad

FiSavvyDad

Your Net WorthIt’s worth tracking.Why?It reveals the value of your assets & savings vs your liabilities (debts)Thus, revealing the health status of your finances.1/5 By not only knowing itbut tracking

Andy

bizalmanac

Old Dominion, $ODFL, stands out among transportation businessesCapital allocation, operational execution, management / ownership all top notchBelow from their most recent deck More on ODFL from their 2020-08-19 Investor Deck1/

Shaydan Walker

Walk_Stock_Talk

$HTOO DD Thread Fusion Fuel is a Green Hydrogen company. Green hydrogen is a big piece of the puzzle when it comes to the clean energy transition. The market is

Sanjay Kulkarni

sanjay_cool99

A story (…thanks @sbikh, @HarperCollinsIN, @sagar_daryani, @ianetwork, @Wowmomo4u, @malpani) In 2011, ‘Wow! Momo’ (WM) pitched to angels. Sagar Daryani, along with his classmate Binod Homagai, started WM in 2008. Borrowing

abhishek

abhishec_s

ROE vs. ROCE vs. ROIC(Calculation & Implications) ROE = PBT (1 - t) / Book Value of Equity t = Tax RateEasiest to calculate & most commonly used. Debt might

Josh Spiegel

mousterpiece

"Don't hold Disney+ to a different standard than Netflix or Peacock regarding releasing older content" is quite the argument to make, in that it is a terrible and self-serving one.

Ferdous ฿hai

ferdousbhai

$GMEIf you're out of the loop, here's a brief TL;DR on the @GameStop situation:> Wall Street tried to illegally naked short a good company (140% of shares shorted!)> A bunch

Doctora Malka Older

m_older

I'm not hoping for cinema's comeback. I'm hoping for more movies made at reasonable prices that don't involve investor control, movies touted for their writers rather than their stars, that

The Undercover Fund Manager

FMUndercover

Finally finished reading Nick Sleep's Nomad Investment Partnership letters, all 245 pages. Wow, what a read! I've picked out my 35 favourite extracts which I've organised into 10 key themes.

Fred Destin

fdestin

1. Big news out of Stride today everyone! In 2021, Harry and I will be blazing new trails, but we will be hiking to different coordinates 2. Harry’s

Robot James

therobotjames

In this brilliant article, Kris talks about the importance of trying to "shorten the feedback loop"? How does a fundamental manager "shorten the feedback loop"? I don't do anything that

Shahram Seyedin-Noor

ShahramSN

1/ What have I learned as a #LifeSciences angel investor since 2007? 4 key qualities make a founder unstoppable. Let's take Omada, one of my earliest angel #investments. @omadahealth #vc

CryptoHomeBuyers

VarunBajajEsq

Why Do I think STOs will be the next big thing? A thread1/ The rise of $Defi has proven that the world is seeking a change with the traditional financial

IRUNNIA ™

Irunnia_

A lot of foreign investors avoid investing in Nigeria due to the high risk of toxic working environment, embezzlement of funds etcWe beg the Federal Govt to look into Lagos

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