Investment Analysis
38 Threads
If your metric of health valuation for NFT projects is only Floor price, youโre doing it wrong. Hereโs 5 more metrics to assess deeper.
Chemplast Sanmar - Detailed Note Monopoly Business Market Cap: 9,750 cr Cmp: 615 Industry: Specialty Chemicals #chemplast #specialtychemicals #pvc #growthinvesting https://t.c...
Aegis Logistics business analysis โฝ๏ธ (RT if beneficial) A PSU to Private play. A Thread ๐งต๐
A Thread on #GNFC and a Deep Dive into it's Business Gujarat Narmada Valley Fertilizers and Chemicals โก๏ธA Chemical Major in love with a Fertilizer Minor Retweet and Like this...
Thread/ $BFIT is a low-cost provider of ~900 gyms in Europe (500 in France). They are a great case study of Nick Sleepsโ concept of โscale economies sharedโ. Basic-Fit have a lo...
Thread/ $TCEHY back-of-envelope valuation. Since the IPO in 2004, Tencent has returned ~45% annually to shareholders, turning $1 into $553. Let's have a brief look at what retur...
2021 approaching towards end. A analysis of top 15 AMC from MF Industry on the scale of beating the benchmark in 2021 on YTD basis.
Analyzing BTC's price action without using on-chain data is like valuing a company without using its financials On-chain data is BTC's ultimate valuation tool Just published โA F...
1/ $TCEHY back-of-envelope valuation 10yr FCF per share CAGR of 31% 10yr EPS CAGR of 34% 10yr median FCF margin of 34% ROIIC 59.4% Reinvestment rate 41.7% Investment portfolio...
1/3 Thread these tops are hilarious. Have gotten away with them 3 times now on $ETH and $BTC Obviously distribution in the last year changed from blowoff tops to ones that take m...
#BTC is on the cusp of a potential Death Cross Whenever a Death Cross occurs, BTC experiences deeper downside How likely is it that this Death Cross occurs for $BTC? And if it d...
I read your 2020 annual letter with interest, @chamath. Odd it was published in late May, but weโre all busy. Before commenting on this incredibly bad take of a comparison to Berks...
Clarification - The major indices are still in a bull-market (although ripe for a pullback). The unwind is isolated to the hyper-growth stocks + SPACs which had appreciated sign...
Bitcoin is nearly as oversold as it was in March 2020... https://t.co/ZYHESpW5HG
