Sunday Finds
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Francis Investing Analyst@InvestiAnalyst
Weekly Fundamental Analysis: Goodfood Market Corp $FOOD 🍲
🚨267% Organic growth over 5YRS! - It is one of the fastest-growing public companies in Canada🇨🇦
A young Amazon fresh benefiting from the trend towards eCommerce online grocery shopping.
Thread and Earnings Review!👇
6:46 PM · Jan 13, 2021
13 Reposts · 53 Likes
High Yield Neil@distressed_SS
@chamath @Plaid @chamath @BillAckman
11:33 PM · Jan 12, 2021
100 Reposts · 1.26K Likes
EB@EllliotttB
I’m sorry but the fact that millions of dollars worth of a thing can be lost because of a missing notepad and that thing is supposed to be not just a part of, but foundational to, a global financial ecosystem is incomprehensibly stupid
4:53 PM · Jan 13, 2021
18 Reposts · 272 Likes
ska scholar@CTWritePretty
every time the minimum wage comes up like 60% of America reveals that they’re apparently really worried about McDonald’s profit margins
6:17 PM · Jan 16, 2021
26.7K Reposts · 217K Likes
gigabear@2170cell
Statue commemorating all the 2020 Twitter big brains
8:53 PM · Jan 16, 2021
25 Reposts · 236 Likes
ValueStockGeek@ValueStockGeek
I started a substack for company write ups.
The goal is to regularly analyze companies. I will use this medium solely for company write up's. I'm going to even write up the ones that I decide not to buy.
valuestockgeek.substack.com
In Search of Wonderful Companies at Wonderful Prices
5:38 PM · Jan 16, 2021
19 Reposts · 290 Likes
Clark Square Capital@ClarkSquareCap
Bill Miller on creativity in the investment process
11:26 PM · Jan 15, 2021
33 Reposts · 193 Likes
Flywheel Research@flywheelfunds
1/12 Valuing a Disruptive Businesses: Naked Wines ($WINE) Case Study. In my intro last week, I promised examples of using ROIIC & reinvestment rate to value disruptors. $WINE is an eComm D2C wine model with SaaS-like outcomes. EXCELLENT DISCLOSURE makes it a good case study
4:03 PM · Jan 15, 2021
13 Reposts · 122 Likes
Christopher Bloomstran@ChrisBloomstran
I’m confused. My calendar doesn’t say April 1st.
Jennifer Ablan @jennablan
Billionaire investor Chamath Palihapitiya is the next Warren Buffett, Ritholtz chief Josh Brown says - https://t.co/EG7RltZkhA
5:11 PM · Jan 15, 2021
10 Reposts · 257 Likes
Jesse Felder@jessefelder
Despite rising > 25x from its March 2020 low, PLUG's share price is still down > 95% from its 2000 peak. Market cap, however, is now > 5x the peak from 20 years ago.
8:38 PM · Jan 13, 2021
48 Reposts · 258 Likes
Hipster@Hipster_Trader
In case you wondered where we are in the market cycle
Sarah Ponczek @SarahPonczek
Hey all you cool cats and kittens,
Carole Baskin mentioned penny stock Zomedica $ZOM in a video last week.
Since, it’s up 230% and yesterday more than 1 billion shares traded https://t.co/dxySl4cNZv
7:22 PM · Jan 12, 2021
60 Reposts · 496 Likes