Author: evencio.alvarez14@gmail.com
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GoodRX (GDRX) S-1 Breakdown Analysis
GoodRX (GDRX) filed their S-1 earlier this week. I read It so you don’t have to (but you should). Here’s a thread on what I found interesting, fascinating and down-right incredible from the company. I’m starting at zero. Follow along here. GDRX Facts & Figures #1 most downloaded medical app 4.9M Monthly Active Users 80%+…
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Deferred Revenue: Don’t Miss The Next SaaS Winner
Hope you’ve had a great week! We paused our accounting series to highlight our Collective membership service. Doors closed last Sunday. If you didn’t get in but remain interested, shoot me an email.I know, you missed your weekly dose of accounting knowledge.But we’re back baby! This week we’re covering Deferred Revenue. It’s an important topic…
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Why Inflation ISN’T Coming [DIRTY DOZEN]
Thinking in bets starts with recognizing that there are exactly two things that determine how our lives turn out: the quality of our decisions and luck. Learning to recognize the difference between the two is what thinking in bets is all about. ~ Annie Duke via Thinking in Bets Good morning!In this week’s Dirty Dozen…
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Will Hershey: The Future of eSports, Gaming and Sports Betting
Will Hershey is the co-founder and President of Roundhill Investments. He started in the energy space, but luckily moved into eSports and gaming before the energy crash of 2020. Roundhill is an RIA creating thematic ETFs on market-altering trends. Will and I spend an hour discussing what it’s like to start an ETF, why Roundhill…
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This Stock Market Trend is Fragile
***The following is an excerpt from a weekly note sent out to members of our Collective on 9/3***Let’s start this note off with a story and a lesson from one of my all-time favorite trading related books, John Percival’s The Way of the Dollar. John writes (emphasis by me): “There is another description of the…
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Five Ways To Grow Your Twitter Audience
Isn’t it great when you spend all day crafting the perfect Twitter thread only to get a few likes and a couple retweets? Yeah, it feels fantastic. Hours spent for nothing.4eIt wasn’t until my conversation with Brian Feroldi that I realized the simple, yet powerful way to grow your Twitter following.Are you ready for the…
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How To Stay in a Trend and Not Get Treed By a Chihuahua
The following is an excerpt from a monthly report that goes out to members of our Collective. Some of the details are redacted but my hope is that this report helps you look at trends and dips — or what we can thorns — in a new light and as a result, you can avoid…
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Is This The Greatest Stock Market Rally of All-time? [DIRTY DOZEN]
The elements of good trading are: (1) cutting losses, (2) cutting losses, and (3) cutting losses. If you can follow these three rules, you may have a chance. ~ Ed Seykota ***Housekeeping note: We’re opening the doors to the Collective, our trading and investing service that delivers research, education, and community. If you’ve been enjoying…
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Brett Bivens: What Makes Companies Like Shopify and Nike Great
Brett Bivens is an investor and researcher at Tech Nexus. He also writes the popular Substack Newsletter, Venture Desktop. I was thrilled to get Brett on the show because I wanted to pick his brain on his most popular articles.Brett’s essays span wide-ranging topics, including: Bottoms-up investing The Metaverse of healthcare Empowerment Loops Complexity Investing…
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Other Income Analysis: Spot Danger Before You Invest
Last we discussed R&D costs and whether we should expense or capitalize such investments. You can check that out here.This week we’re shifting gears and focusing on a reader’s request: Other Income (OI, for this article)I love this topic and can’t wait to dive in.Let’s go! What Is “Other Income”? Remove line items on an…