#Valuation

Shales From The Crypt

ViscosityRedux

Periodic, unsolicited musings on Value vs Growth:It’s looking as though the most recent spell of Value outperformance over Growth is over after yet another consistently brief period of strength The

Plant

plantmath1

I have started a position in $SSPK. -SPAC - $SSPK Silver Spike Acquisition CompThey are merging with WM Holdings, Inc who owns Weedmaps. Founded in 2008. Lead by CEO Chris

Michael Grinich

grinich

1/ Lots of press today about Clubhouse raising at $1B valuation.Obviously lots of risk, but as with all VC strategy, the question is: "How big could this be if it

a h

alexharfouche1

1/8 Thread I reacted to the JPM projections earlier and many have asked why do I consider this to be total bullshit. Here is a detailed analysis that debunks these

DeFiGod

DeFiGod1

1/ How do you value a governance coin? I’ll focus specifically on $YFI. Two methods you can utilize are a total-value-locked (TVL) approach and a comparative analysis based on P/E.

MOAT Investing

InvestingMoat

We have started to like $OPEN after the recent dip. Some analysis @jablamsky @LDRcalital @OysonMike @saxena_puru @MadMraket @chamath @Dividend_Dollar @GetBenchmarkCo @ryelvigi Business Model@Opendoor is an online real estate platform that

Flywheel Research

flywheelfunds

1/12 Valuing a Disruptive Businesses: Naked Wines ($WINE) Case Study. In my intro last week, I promised examples of using ROIIC & reinvestment rate to value disruptors. $WINE is an

Julien Bittel, CFA

BittelJulien

ISM Manufacturing New Orders rose to 67.9 in October, their highest lvl since Jan ‘04.While quite a few US macro indicators continue to track an ‘01 analog (NFIB, consumer conf.,

anpanman

spacanpanman

$SNPR merging with Volta Ind. Raising $600M to buildout charging network. Stellar PIPE backers BlackRock, Fidelity, Neuberger Berman. Pro forma enterprise value $1.4B at $10. Deal to close late Q2.

Steven Wood

GWInvestors

1/ the next big trade seems almost too obvious that it’s going to be a boring company / value revival. I’ve been debating with friends (@GreenhavenRoad @AboveAvgOdds @LaughingH20Cap @Dan_Roller @macrotwain)

Sheel Mohnot

pitdesi

CK is a fantastic example of a company that did not take the fantasy straight-line path. I’ve gotten to chat with them about it a few times and always leave

Kyle Vogt

kvogt

1/ Today @Cruise announced over $2 billion of new funding from Microsoft, GM, Honda, and some great institutional investors.The vanity metric: $30 billion post-money valuationThe real metric: 0 million customersWait…

Kris Olds

GlobalHigherEd

Debates about student mobility (incl #ErasmusPlus #turingscheme) always dredge up interesting information about politics & firms given HE is itself a global business. I had no idea that the UK

Ben Armstrong

_BenArms

I recently passed the personal milestone recently of 100+ angel investments. What have I learnt from the process?I’ll share my learnings in a series of tweets over the next few

Jamin Ball

jaminball

Growing into a Multiple: Graphing Shopify's NTM revenue multiple alongside share price going back to Jan 1 illustrates this concept. Normally the two are tightly correlated. However, during extreme growth

FILucy

FILucy1

I’ve heard differing opinions today since the announcement. It’s taken me a while to try and formulate an opinion that isn’t led by emotion. Ultimately, they delivered what I thought

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