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Facebook Stock Analysis - A deep dive on Facebook. Should you buy, hold or sell? $FB $SNAP $TWTR $GOOG $AMZN $SPY $QQQ youtu.be/_OtrZz_wZFw
Tiktok still on 🔥 Facebook with 4 of the top 5 downloads - mostly driven by Android users $FB
These were the top 10 apps Worldwide for May 2021 by downloads. $FB came in with 4 of the top 5 overall. $ZM declined while $SNAP remained strong. $GOOGL $ORCL $PINS
Great thread on the importance to look at Return on Capital (ROC), not just at earnings growth
1/ Get a cup of coffee. In this thread, I'll help you understand the connections between "earnings growth" and "return on capital". This will help you analyze businesses better, and thus become a better investor.
Sea on fire. Still early days for complete domination of Southeast Asia and LatAm $SE 🚀
Within 18 months of launch - Shopee / $SE is now the #1 shopping app in Brazil by monthly users. MercadoLibre has been in the region for 20+ years... ...and Latam is just as big a market as Southeast Asia. Stunning execution / still trying to learn how they did this! 😮😱
Paypal announces the acquisition of Curv - security infrastructure for digital assets. Good validation for the future of digital assets $GBTC $SQ $PYPL #bitcoin #NFT
Last 2 times the 10-2 Year Treasury Yield Spread rose to this level we had the Dotcom Crash (2000) and the Great Recession (2008) $SPY $QQQ $ARKK
Words of wisdom $BRKB $SPY #buyback
Within 18 months of launch - Shopee / $SE is now the #1 shopping app in Brazil by monthly users. MercadoLibre has been in the region for 20+ years... ...and Latam is just as big a market as Southeast Asia. Stunning execution / still trying to learn how they did this! 😮😱
A Tweet is like a call option, you never know which one will go viral but you know it has very fat tail $TWTR
It doesn't seem unlikely that in the next 12 months we will have a SPAC merger with Clubhouse #SPAC $DGNS $IPOF $AJAX $RTPZ $CONX $TWC $FTAC $IPOE $QQQ #Clubhouse
Updated #SPAC visual... Link: lumapartners.com/content/lumasc… Courtesy of @tkawaja
SaaS valuations weekly update $AI $APPN $TWOU $BILL $TEAM $BIGC $U $DROP $WIX $CRM
$FTCH $REAL $MYTE #Mytheresa
Much like other shopping experiences in the face of the pandemic, #luxury consumers turned to #ecommerce. atbain.co/3izYqTf
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Who to follow
-
James Cox
@JamesCox00 -
Lenny Rayford
@LenRayford -
Harbour Point Capital
@harbourpointcap -
LaMancha
@LaManchaSims -
ToddyTurtle 🔮
@Toddy_Turtle -
Balboa Capital
@Balboa_Capital -
Art
@RphlNeoHodl -
Fish are friends, not food.
@bear_mongoose -
Roy
@ruiheh -
Leo von Kleist
@KleistLeo -
KP
@KPHouston24 -
Basil Alsikafi
@Balsikafi -
SwishCapital
@SwishCapital -
Zach
@ZachGoldstein89 -
босс
@pecii_
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