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    Sunday, January 3, 2021

    Value Investing Corry Wang: Lessons From The Tech Bubble

    Value Investing Corry Wang: Lessons From The Tech Bubble


    Corry Wang: Lessons From The Tech Bubble

    Posted: 02 Jan 2021 03:21 PM PST

    Last year, I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era, to try to understand what it was like investing during the bubble

    A few people recently asked me for my takeaways. Here they are -

    Corry Wang on Twitter

    submitted by /u/Tubularpizza
    [link] [comments]

    Looking for Old Investment Letters on Companies (Case Studies)

    Posted: 02 Jan 2021 08:48 PM PST

    Hi,

    I am looking for old investment letters that highlight investments in companies (before they became multibaggers). The idea is to reverse engineer the thesis and see how it played out / what they saw that the market didn't.

    The companies are:

    • Monster Beverage Corporation (MNST)
    • Booking Holdings (BKNG)
    • Amazon (AMZN)
    • Boston Beer Company (SAM)
    • Nvidia Corporation (NVDA)
    • Activision Blizzard (ATVI)
    • Ross Stores (ROST)
    • Edward Lifesciences (EW)
    • Stamps.com (STMP)
    • Autodesk (ADSK)
    • Copart, Inc. (CPRT)
    • Fair Isaac Corporation (FICO)
    • Moody's Corporation (MCO)
    • UnitedHealth Group (UNH)
    • Mastercard (MA)
    • Visa (V)
    • Adobe (ADBE)
    • Lockheed Martin (LMT)
    submitted by /u/simplevalue
    [link] [comments]

    Tether: The Story So Far

    Posted: 03 Jan 2021 04:20 AM PST

    Neoantigen-based cancer immunotherapy industry report

    Posted: 02 Jan 2021 04:05 AM PST

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