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Broke down a "10k in 10 tweets" for 10 days in a row

1. Square
2. Match
3. Plug Power
4. Carvana
5. Constellation Brands
6. Teladoc
7. Autodesk
8. Wayfair
9. Kinsale Capital
10. Enphase

Enjoy this meta-[THREAD]
1. Square
2. Match
3. Plug Power
4. Carvana
5. Constellation Brands
6. Teladoc
7. Autodesk
8. Wayfair
9. Kinsale Capital
10. Enphase
If you've gotten this far, you must LOVE learning about different businesses.

So check out: businessbreakdowns.substack.com

It's like reading a 10-k, but infinitely better.
And if you're really crazy about different business models (my kind of person) you can check out these other business breakdowns.

Enjoy! And thanks so much for reading!
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Ryan Reeves
@investing_city
Ok, it's been 10 days in a row for the "10k in 10 tweets" series!

Last up is Enphase.

[THREAD]
1/ The company sells microinverters and solar storage.

A microinverter is an alternative to a central inverter where each solar panel is tied together. Microinverters are independent and therefore have more redundancy.
2/ Some more on the benefits of microinverters.

Also PV = photovoltaics. It's the conversion of sunlight to electricity.
Read 11 tweets
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Ryan Reeves
@investing_city
8th up in the "10k in 10 tweets" series is Wayfair!

[THREAD]
1/ Unbelievably, the stock is nearly a 10-bagger in the last 4 months.
2/ Wayfair is a home-goods e-commerce company.

It buys furniture, decor, houseware, etc. from 12,000 suppliers and sells it to 20 million active customers.
Read 11 tweets
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Ryan Reeves
@investing_city
Seventh up in the "10k in 10 tweets" series is Autodesk!

(I'm trying to do it for 10 days in a row as well 😁. Almost there!)

[THREAD]
1/ "Autodesk makes software for people who make things."
2/ So many acronyms! Here is a cheat sheet if you ever look into Autodesk
Read 11 tweets

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