Frank Taber
$MEX.L is a micro-cap in the UK ($50m market cap).
They are the market leading Mexican food restaurant in the region with ~70 stores, looking to add 45 stores over the next 5 years.
@CirlBunt1ng covers the bull & bear case for you in this thread. https://t.co/fySTQeejKA
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$MEX.L is a micro-cap in the UK ($50m market cap).
They are the market leading Mexican food restaurant in the region with ~70 stores, looking to add 45 stores over the next 5 years.
@CirlBunt1ng covers the bull & bear case for you in this thread. https://t.co/fySTQeejKA
#MEX.L #MEX $MEX.L $MEX: Tortilla (pronounced – Tor-Tee-Uh) Mexican Grill PLC.
Founded 2007. Market Cap: £62.75m. Listed AIM: Oct 2021. Share Price: £1.625. Bull & Bear Case... - Cirl Buntingtweet
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#MEX.L #MEX $MEX.L $MEX: Tortilla (pronounced – Tor-Tee-Uh) Mexican Grill PLC.
Founded 2007. Market Cap: £62.75m. Listed AIM: Oct 2021. Share Price: £1.625. Bull & Bear Case...
Founded 2007. Market Cap: £62.75m. Listed AIM: Oct 2021. Share Price: £1.625. Bull & Bear Case...
MastersInvest.com
RT @honam: @mastersinvest True. Reality distortion in general is part of the human condition. We look at the world through distorted lenses. Adds to the difficulty of trying to make decisions in complex environments. Yet, some think they have it all figured out. Makes the game easier for others who don’t.
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RT @honam: @mastersinvest True. Reality distortion in general is part of the human condition. We look at the world through distorted lenses. Adds to the difficulty of trying to make decisions in complex environments. Yet, some think they have it all figured out. Makes the game easier for others who don’t.
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Ramneek
RT @ddxcapital: 7/ Oracle’s churn is notoriously low despite it being inferior to open source and cloud-native alternatives. The reason is that the cost of refactoring the app layer (built with millions-of-dollars-worth of engineering time) often outweighs the ROI of using a better database.
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RT @ddxcapital: 7/ Oracle’s churn is notoriously low despite it being inferior to open source and cloud-native alternatives. The reason is that the cost of refactoring the app layer (built with millions-of-dollars-worth of engineering time) often outweighs the ROI of using a better database.
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Bread Crumbs Research
RT @ddxcapital: One of investors’ favorite qualities about software businesses is switching costs. It has always surprised me that despite the importance of switching costs, how few heuristics / frameworks around the types of software switching costs exist. 🧵👇
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RT @ddxcapital: One of investors’ favorite qualities about software businesses is switching costs. It has always surprised me that despite the importance of switching costs, how few heuristics / frameworks around the types of software switching costs exist. 🧵👇
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Alex Brogan
RT @SystemSunday: 11 valuable free Chrome extensions for entrepreneurs (work smarter, not harder):
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RT @SystemSunday: 11 valuable free Chrome extensions for entrepreneurs (work smarter, not harder):
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Alex Brogan
RT @KurtisHanni: 14 days ago we celebrated 70k followers.
Today we celebrate 80k! Thank you so much for the support.
This account exists to help business owners and leaders build their financial foundation so they can focus on growing their business.
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RT @KurtisHanni: 14 days ago we celebrated 70k followers.
Today we celebrate 80k! Thank you so much for the support.
This account exists to help business owners and leaders build their financial foundation so they can focus on growing their business.
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Alex Brogan
RT @TMitrosilis: Most team meetings are a waste of time.
7 dead-simple tips to make yours good:
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RT @TMitrosilis: Most team meetings are a waste of time.
7 dead-simple tips to make yours good:
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Offshore
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Tren Griffin
Can you calculate Robinhood unit economics and show your work?
Total Q net revenues: $318 million.
Monthly Active Users (MAU) decreased 1.9 million sequentially to 14.0 million. Is $318 million/ the # of users consistent with the stated ARPU of $56? https://t.co/FsEUV3aqgB https://t.co/22xzUpN5O4
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Can you calculate Robinhood unit economics and show your work?
Total Q net revenues: $318 million.
Monthly Active Users (MAU) decreased 1.9 million sequentially to 14.0 million. Is $318 million/ the # of users consistent with the stated ARPU of $56? https://t.co/FsEUV3aqgB https://t.co/22xzUpN5O4
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Offshore
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Morning Brew ☕️
Legendary MLB and Dodgers broadcaster Vin Scully passed away Tuesday night at the age of 94.
He served as the voice of the Brooklyn and Los Angeles Dodgers for a record 67 years. https://t.co/J0vSm7JAYG
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Legendary MLB and Dodgers broadcaster Vin Scully passed away Tuesday night at the age of 94.
He served as the voice of the Brooklyn and Los Angeles Dodgers for a record 67 years. https://t.co/J0vSm7JAYG
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Offshore
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Tren Griffin
Is this chart adjusted for liquidation preferences and other "terms" in the equity structure? Is it current? https://t.co/8D2VMrnl3r https://t.co/gOGaXdPywS
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Is this chart adjusted for liquidation preferences and other "terms" in the equity structure? Is it current? https://t.co/8D2VMrnl3r https://t.co/gOGaXdPywS
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