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More from @studios

Bogdan Ceobanu 🇪🇺

@studios

1 Aug

https://twitter.com/jack/status/1421955381325139974

With the huge acquisition of Afterpay, Square practically becomes one of the most important #BNPL players worldwide.

$SQ $ATPY

Let's see the a bigger picture about the BNPL industry [ $AFRM, $PYPL, $AAPL, $SHOP].

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https://twitter.com/jack/status/1421955381325139974

https://twitter.com/studios/status/1402986591065235464

1/
Klarna, one of the most important competitors in the sector recently made a substantial raise

https://twitter.com/studios/status/1402986591065235464

2/
Paypal: Since launching in August 2020, the service has processed more than $3.5b in TPV, with more than $1.5b coming in Q2 alone—and the company has expanded into new markets in the last few months, like Australia.
$PYPL

Read 9 tweets

Bogdan Ceobanu 🇪🇺

@studios

21 Mar

@10kdiver

Masterclass on the math an investor needs to know

by @10kdiver at #ftw2021

Topics covered:

• Essential investing math
• Rule of 72
• Geometric sequences
• Mental models on growth, compounding, deferred taxes
• Why is math essential?

Do you know how good an investor you are?

The math of compounding

Read 16 tweets

Bogdan Ceobanu 🇪🇺

@studios

21 Mar

@Beth_Kindig

Beth Kindig provides excellent insights on how to pick a great tech growth stock at #ftw2021.

@Beth_Kindig has published over 900 articles in the last 8 years exclusively on technology and startups.

Her ideas are super sharp, clear, and straight to the point.

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The technology analyst shares her perspectives on the tech industry and analyzing a company:

• Lead with product
• Microtrends
• New markets
• Technology stack/IP (moats)
• Pure play
• Financials last

Beth goes into details with $ROKU as the first case study.

• ARPU
• PayTV ad dollars
• Margins implications
• Operating system
• Platform & EPS growth

Read 12 tweets

Bogdan Ceobanu 🇪🇺

@studios

21 Mar

@richard_chu97

Growth investor Richard Chu (@richard_chu97) goes into a digital health deep-dive at #FTW2021.

Find out more about:
• Healthcare disruption
• Why now is the right time for healthcare?
• Newtopia Inc company perspective
• The process of identifying winners.

Why healthcare is ripe to be disrupted?

The annual cost of healthcare is increasing.

Read 10 tweets

Bogdan Ceobanu 🇪🇺

@studios

21 Mar

@hhhypergrowth

Muji @hhhypergrowth breaks down what is hypergrowth at #ftw2021.

During his presentation, you will find essentials about:

• Identifying hypergrowth
• The research process
• Investment thesis approach
• Next scalable industries

🔥 perspectives in the thread below.

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Muji shares the 3 areas of the focus of his in-depth research:

• Execution
• Market
• Platform

We share the link to his popular newsletter below.

@FintwitSummit

The 20+ years experienced investor shares his investment thesis:

• The right industries
• The market leaders
• Scalable execution
• Scalable platforms

Get a primer below, for the full video, you will have to check @FintwitSummit recordings.