Bogdan Ceobanu 🇪🇺's Threads

Aug 1, 2021 • 9 tweets • 3 min read

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].

Thread
⬇️⬇️⬇️🧵

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

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

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

Jul 30, 2021 • 4 tweets • 2 min read

Q2 2021 #FinTech Insights report

1. US IPOs in FINTECH in H1
$INTA
$BHG
$MQ
$DLO
$FLYW
$PAY
$GLBE
$WDH
$PATH
$COIN
$ALKT
$COM
$ALKT
$COMP
$ALHC
$OLO
$OSCR
$SGFY
$LDI
$HMPT
$AFRM

2. Fintech SPACs transactions in H1
$DAVE
$OPAD
$CIFR
$DOMA
$APX
$QPLX
$OPFI
$PAYO
$SUNL
$SOFI
$PSFE
$MLE
$BTRS
$FOA
$CLOV
$OPEN
$BMTX
$PAYA
$PRCH
$TRIT
$MPLN
$GB

Mar 21, 2021 • 16 tweets • 6 min read

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?

Mar 21, 2021 • 12 tweets • 6 min read

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.

[Thread]
🔽🔽🔽

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

Mar 21, 2021 • 10 tweets • 4 min read

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?

Mar 21, 2021 • 6 tweets • 3 min read

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.

⬇️⬇️⬇️

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.

Mar 21, 2021 • 11 tweets • 6 min read

Ryan Reeves @investing_city
How to expand your circle of competence?

• What to study
• How to study
• Approaching risk
• Big picture on genomics What to study?

• Natural curiosity
• Fast-growing companies
• Cost-curves declines
• Value chains
• Margins
• Tech-trends

Mar 21, 2021 • 17 tweets • 8 min read

The Fintwit Summit 2021 is disrupting financial education.

What started as an idea got massive appreciation & interest.

Congratulations to the hosts @SeifelCapital and @dhaval_kotecha for making this possible.

Discover the nuggets of wisdom shared by the speakers at #ftw2021.

1/ @morganhousel

The Psychology of Money - Timeless Lessons on Wealth, Greed, and Happiness.

https://twitter.com/studios/status/1373267241349881856

Mar 21, 2021 • 12 tweets • 6 min read

How to find multibaggers?
Kris (@FromValue), the Founder of Potential Multibaggers shares excellent advice about

•Portfolio management
•Investing philosophy
•Multibagger qualities: Overachieving, Owning, Overdelivering, Unscaled, & Opportunity
•Book suggestions
•Decisions

Kris structures portfolio management in 3 categories:
1. Anchor stocks: $AMZN, $CRM, $ADBE
2. Budding anchors: $PTON
3. Potential multibaggers: $SE

Mar 21, 2021 • 10 tweets • 5 min read

How to build long-term orientation in the stock market?

@borrowed_ideas shares his journey & learnings at #ftw2021 #FintwitSummit
Your competitive advantages
How to eliminate biases
Become a capital allocator
Compounding returns
Respect the rules
10x in 10 years
Avoid the risks

Regardless of the disadvantages, you can focus on the other side of the coin 🪙:

• No redemption request
• No fees
• You can afford to underperform
• You can avoid quarterly vagaries
• You can think of owning a piece of business

Mar 21, 2021 • 10 tweets • 6 min read

Day 2 of @FintwitSummit starts with @RamBhupatiraju.

Ram shares insight about:
• General investing principles
• Investment & research approach
• Role models to follow
• Portfolio management
• The book, blogs & podcast recommendations
• Big picture advice for newcomers

Here are the principles that Ram follows:

1. Think long term
2. Intrinsic value of blood business will go up over time
3. Market volatility exists
4. There are different players with different goals
5. Use liquidity to your advantage

Mar 20, 2021 • 4 tweets • 3 min read

An investment veteran with 25+ years of experience shares key investment strategies today at #ftw2021.

Read on to learn why for @StockNovice

Conviction = numbers + narrative.

You need to have a way to track the different elements that are essential to the company:

1. Performance
2. Execution (customize the sheet with what management says is important for the company)
3. Cash flow (revenue, gross margins, cash flow, and profits).

$ZS $ROKU $PTON

Mar 20, 2021 • 8 tweets • 5 min read

How to invest in disruptive innovation?

Learn from investment veteran Simon Erickson the Founder & CEO of @7innovator at #ftw2021

He is focused on identifying disruptive innovation and finding developing trends before others may even be aware of them. Simon shares 5 principles to spot disruption:

1. Theory of resource dependency
2. Small markets don't solve growth needs
3. Markets that don't exist can't be analyzed
4. Capabilities define disabilities
5. Technology supply vs. market demand

(read on for more details)

Mar 20, 2021 • 6 tweets • 3 min read

When you're looking at individual stocks, @BrianFeroldi recommends looking at several elements:

• Financials (accounting)
• Competitive advantages (moats)
• Growth potential
• Customer relationship
• Management
• Valuation
• Risk

#ftw2021 #fintwitsummit

If you had invested $1000 in $AAPL in 2008, today you would have worth >$20477.

Mar 19, 2021 • 5 tweets • 2 min read

WHAT DRIVES US?

The Autonomy, Mastery, Purpose is a @DanielPink's framework on motivation.

Rather than using rewards and punishments, or the carrot and stick approach that ultimately doesn’t help motivate people for the daily work, he suggests something more effective.

🔽🔽🔽

1/ Autonomy -Being in control and able to guide both what we do and how we do it.

$TEAM Atlassian, allowed their programmers to have a complete day of freedom, they came up with several new product ideas and dozens of creative solutions to existing problems.

Mar 15, 2021 • 7 tweets • 4 min read

Here are the 5 Chrome extensions to boost effectiveness.

I'm having all of them installed on my Macbook and iMac.

They make my life easier, more productive, and less distracting.

Here is why ⬇️

1/ @adblockplus stops ads, improves browser speed, and protects you online.

Publications need to earn some money, and they do through ads, however many times they are very aggressive.

The guys at ABP are excellent when it comes to giving advertising a break.

Mar 11, 2021 • 11 tweets • 5 min read

State of the Cloud 2021

If you're interested in cloud-based businesses, the @BessemerVP report is a must-read.

Here are some takeaways.

Thread Top 5 public cloud companies comprise of $1T+ of market cap
$ZM
$SHOP
$CRM
$ADBE
$PYPL

Share this page!

Enter URL or ID to Unroll