Discover and read the best of Twitter Threads about #gfin

Most recents (2)

To make money in stocks you need to vision to see them, then the patience & conviction to hold them

Having a screener helps with that & forces you to do your own research (example below 👇)

Just keep trying until something works, trust yourself & never give up 🦾 Image
This is how #GFIN stacks up against this screener.

Anything I've got wrong, comments or questions, let me know! Image
Here's a bit more detail into what has happened with #GFIN this year and why I believe they have already reached an inflexion point Image
Read 13 tweets
In March 2021 John Clarke started the transformation of #GFIN, from an esports service provider, a low margin, high cash burn business to a high margin digital media company centred around gaming & esports.

1/4 thread...
The transformation won’t happen overnight but encouraging early signs are showing the business is heading in the right direction where gross margins have gone from 13% to 40% and expected to get to over 60% and revenue forecast to do 40%+ CAGR.

2/4
The model for Gfinity is #FUTR who underwent a digital transformation in 2015 & share a NED with #GFIN

Look at this chart, its Future H2 of 2015 & 2016 when they adopted digital media strategy.

It went from 90p to 150p then back to 108p. Where would you have sold?

3/4
Read 4 tweets

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