Ryan Reeves

@investing_city

Jesus-follower who invests ↘️

Save time, boost returns  
investingcity.org
Vrijeme pridruživanja: siječanj 2015.
756 fotografija ili videozapisa Fotografije i videozapisi

Tweetovi

Blokirali ste korisnika/cu @investing_city

Jeste li sigurni da želite vidjeti te tweetove? Time nećete deblokirati korisnika/cu @investing_city

  1. Prikvačeni tweet
    3. pro 2019.

    Thanks for the follow! ⬇️ Find more here ⬇️ Research-as-a-Service Business Breakdowns Free Fridays IC Pod Analysis Course Blog

    1 reply 7 proslijeđenih tweetova 51 korisnik označava da mu se sviđa
    Poništi
  2. prije 20 sati

    Success doesn't come in one flavor. In the last quarter, Atlassian spent: 17% of revenue on sales & marketing (S&M) 42% of revenue on research & development (R&D) OTOH, Zoom spent: 58% of revenue on S&M 11% of revenue on R&D Both companies are very free cash flow generative.

    13 proslijeđenih tweetova 68 korisnika označava da im se sviđa
    Poništi
  3. prije 20 sati

    Atlassian's 6 Core Beliefs from its IPO Prospectus 1. We believe in huge markets 2. Software is bought, not sold 3. Making users successful 4. Continuous innovation 5. Giving back 6. Long-term view

    15 proslijeđenih tweetova 70 korisnika označava da im se sviđa
    Poništi
  4. 1. velj

    The late founder of Sequoia Capital, Don Valentine: "We don't choose people, we choose markets."

    1 reply 15 proslijeđenih tweetova 49 korisnika označava da im se sviđa
    Poništi
  5. 31. sij

    📝 New Blog Post 📝 "The test of a first-rate intelligence is the ability to hold two opposed ideas in mind at the same time and still retain the ability to function." - F Scott Fitzgerald Let me know what you think and if you have more examples!

    5 proslijeđenih tweetova 17 korisnika označava da im se sviđa
    Poništi
  6. 30. sij

    Pro tip: read everything by Peter Kaufman Here are 3 good ones to start (on top of Poor Charlie's Almanack): 1. Multidisciplinary Thinking 2. 5 Aces 3. 6 Ways to Break the Investment Code

    1 reply 57 proslijeđenih tweetova 243 korisnika označavaju da im se sviđa
    Poništi
  7. 30. sij

    Fin/ Don't mean to bash the company. Casper built a $400 million revenue business in a crowded market. Mad respect. With that said, I found the S-1 VERY entertaining. Hope you have too :)

    1 proslijeđeni tweet 8 korisnika označava da im se sviđa
    Prikaži ovu nit
    Prikaži ovu nit
    Poništi
  8. 30. sij

    7/ Ok, if you've made it this far you deserve a little analysis. Bonuses are tied to a multiplier based on the number of months EBITDA is positive in the year. 😬 Let's just say opening more stores might actually help this metric...did someone say depreciation??

    2 proslijeđena tweeta 6 korisnika označava da im se sviđa
    Prikaži ovu nit
    Prikaži ovu nit
    Poništi
  9. 30. sij

    6/ No comment

    1 reply 2 korisnika označavaju da im se sviđa
    Prikaži ovu nit
    Prikaži ovu nit
    Poništi
  10. 30. sij

    5/ Another one of my favorites. *person walks in a Casper store* *Casper employee* "Hey, are you interested in one of our innovative platforms?" *customer* "Wait, I thought this was a mattress store??"

    1 reply 1 proslijeđeni tweet 1 korisnik označava da mu se sviđa
    Prikaži ovu nit
    Prikaži ovu nit
    Poništi
  11. 30. sij

    4/ Just wanted to throw this in there. Can someone help me figure out the top-right one? After long, serious thought I figured out the other ones.

    8 replies 1 proslijeđeni tweet
    Prikaži ovu nit
    Prikaži ovu nit
    Poništi
  12. 30. sij

    3/ Arguably my favorite graphic. Didn't realize pajamas were such an enticing "economy." In fact, pajamas are larger than collaborative software. Amazing.

    1 proslijeđeni tweet 8 korisnika označava da im se sviđa
    Prikaži ovu nit
    Prikaži ovu nit
    Poništi
  13. 30. sij

    2/ In other terms, Casper's "sleep economy" is worth 21 Slack TAMs. Seems legit. Everybody's gotta sleep right??

    1 reply 1 proslijeđeni tweet
    Prikaži ovu nit
    Prikaži ovu nit
    Poništi
  14. 30. sij

    1/ I was trying to give Casper a shot but, at times, it felt silly. Let's start with "the global sleep economy" $585 billion When you use "economy" vs. "market" maybe you can inflate the already-stretched TAM definitions??

    1 reply 1 proslijeđeni tweet 7 korisnika označava da im se sviđa
    Prikaži ovu nit
    Prikaži ovu nit
    Poništi
  15. 30. sij

    Read through Casper's S-1 today... ⚠️ Warning ⚠️: very little actual analysis involved Quick [THREAD]

    4 proslijeđena tweeta 55 korisnika označava da im se sviđa
    Prikaži ovu nit
    Prikaži ovu nit
    Poništi
  16. 29. sij

    What does value investing in tech look like? Listen to as we talk about: - Nutanix and why it's a good example of the kind of company he looks for - his process for digging into complicated situations - and much more! Enjoy the episode! 😁

    4 proslijeđena tweeta 9 korisnika označava da im se sviđa
    Poništi
  17. 28. sij

    Peloton's financing is interesting. You can buy a $2,262 exercise bike for 39 monthly payments of $58 at 0% APR. The catch? The content is $39/month. So 39*(39+58) = $3,783 0% APR reduces churn, keeping customers for at least 39 months.

    41 reply 70 proslijeđenih tweetova 541 korisnik označava da mu se sviđa
    Poništi
  18. 25. sij

    What’s the best company not many people know about?

    128 replies 46 proslijeđenih tweetova 466 korisnika označava da im se sviđa
    Poništi
  19. 24. sij

    My Learning Loop 1. Try things 2. Observe 3. Do more of the things that work and less that don't 4. Expedite the process thru others (read, videos, talking) 5. Repeat What are some things you do that help you learn at a rapid rate?

    3 proslijeđena tweeta 43 korisnika označavaju da im se sviđa
    Poništi
  20. 24. sij

    Podcast Episode - Pt. 2 with Bert Hochfeld We talk about: - the 2 types of cybersecurity - ways to better understand the IT space - what digital transformation is and why it's important - a lot of individual names … Enjoy!

    1 proslijeđeni tweet 11 korisnika označava da im se sviđa
    Poništi
  21. 24. sij

    From Amazon's 2009 Shareholder letter This is what it means to have customer obsession: Focus on the inputs (customer experience, lower prices, etc.) and the outputs (financials) will follow.

    24 proslijeđena tweeta 129 korisnika označava da im se sviđa
    Poništi

@investing_city još nije objavio nijedan Tweet.

Čini se da učitavanje traje već neko vrijeme.

Twitter je možda preopterećen ili ima kratkotrajnih poteškoća u radu. Pokušajte ponovno ili potražite dodatne informacije u odjeljku Status Twittera.

    Možda bi vam se svidjelo i ovo:

    ·