The All-In Podcast
Energy is the future. #allinsummit https://t.co/snNJr4NvhA
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Aadit Sheth
RT @aaditsh: Free business ideas (part 4): https://t.co/gQMYzGRGAO
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soken
RT @intern: crypto bros rn https://t.co/p1PG5m9anx
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soken
RT @PicturesFoIder: real https://t.co/s5eF33SXF6
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Aadit Sheth
This guy literally explains how to unlock wild creativity https://t.co/btAxqezCpc
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Yellowbrick Investing
Added 68 new stock write-ups to the site (pt final):
@acidinvestments - $DOLE
@OSA_Rochester - $MODG
@onecentinvest - $PVTRF
@LongYield - $CRM (earnings)
@KerrisdaleCap - $PSTG (short)
@two_natural - $MXCT
fund letters
and more... https://t.co/EXuVs0UJdC
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soken
RT @Ashcryptoreal: when vitalik finds out no one can sell $ETH on chain due to the hack. https://t.co/zqmJhZ0ZKv
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Simplifying Stocks, CPA
RT @FinFluentialx: CoreWeave $CRWV absolute bear case

Revenue only grows to $27B by 2029 (10% below consensus)

EBIT margins peak at 30% (consensus is 47%)

Using a 20x exit multiple with 15% sequential share dilution and $45B in net debt

You get an 11% return per year at $92 per share https://t.co/hzKJwlTlNu
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