Ryan Reeves, Discover and Read the Best of Twitter Threads by @investing_city

Ryan Reeves

investing_city

1/15An interesting metric to track is EBIT conversion. EBIT conversion = EBIT margins / gross margins Here's why it's interesting and how you can use it to assess business quality...[THREAD]

Genomics Thread #6Let's talk about liquid biopsies... 1/ A liquid biopsy is usually a blood-based test that can detect cancer. How?By detecting either CTC (circulating tumor cells) or ctDNA (circulating

With the company's latest earnings report last week, Elon Musk satisfied the requirements for his 4th stock option tranche. Here's how it all works...[THREAD] 1/At the beginning of 2018, Tesla

Do you know how the Federal Reserve was founded?What if I told you the story involves heavy doses of JP Morgan, an exclusive island, and a secret club?Check out the

Guess how much Amazon, Alphabet, Apple, and Microsoft have spent on CapEx and R&D over the past decade? $818 billion Add Facebook in there and it's $915 billion[THREAD] Some clarifications:1.

First edition of "CEO Storms" (like tweetstorms)Let's talk about John Foley, from Peloton. [THREAD](h/t @HarleyMCarroll) https://twitter.com/investing_city/status/1310555250886090752 1/ Son of a Delta airline pilot, Foley grew

Running [THREAD] of business frameworks w/ thoughts#1-5: industries #6-12: company strategy#13-15: competitive advantagesFeel free to add any that I missed!Thanks 1/ The Classic Porter's 5 Forces- All about numbers.

Broke down a "10k in 10 tweets" for 10 days in a row1. Square2. Match3. Plug Power4. Carvana5. Constellation Brands6. Teladoc7. Autodesk8. Wayfair9. Kinsale Capital10. EnphaseEnjoy this meta-[THREAD] 1. Squarehttps://twitter.com/i

I like this mental model of "ground states." Tobi Lutke mentioned it yesterday on "Invest Like the Best."It's from physics and the definition is -- the lowest energy state of

Starting an ongoing meta-[THREAD] to house the business model breakdowns. https://twitter.com/investing_city/status/1179974257779982336 https://twitter.com/investing_city/status/1181347721568894976 https://twitter.com/investing_city/status/1166066009

Who is the best investor that nobody knows?[Nick Sleep is off-limits. He's the most well-known investor that nobody knows] Thanks to everyone who has contributed to this thread. A lot

FICO is an interesting business. You know that credit score you get?Yeah, FICO makes more than 100% of its profit from those. Think about how asset-light they are.Quick [THREAD] 1/