Sumit
investmenttakes.bsky.social
Sumit
@investmenttakes.bsky.social
TikTok's U.S. operations generated $27B in revenue in 2024 (up 70% yoy), according to Sacra, which means the $50B price tag floating around would be less than 2x revenue!

A bargain for the buyer if they can replicate the algorithm (a big if!)
January 17, 2025 at 10:27 PM
Biggest drivers of the stock market during Trump's first term: tax cuts, the Covid pandemic, and the growth stock bubble

Biggest drivers of the stock market during Biden's term: end of the pandemic, surging inflation/rates, industrial policy, and the AI boom

Biggest drivers of Trump's 2nd term: ??
January 17, 2025 at 7:52 PM
During Trump’s first term, $SPY and $QQQ rose 83% and 171%, respectively, compared to a gain of 65% for both ETFs during Biden’s presidency.
January 17, 2025 at 7:51 PM
A Trump Recession is Inevitable: 10 Predictions for the Next Four Years

www.investmenttakes.com/p/trumps-rec...
Trump's Recession? 10 Predictions for the Next Four Years
Now that we’ve all had a chance to digest the U.S.
www.investmenttakes.com
December 2, 2024 at 3:28 AM
Michael Saylor, founder of MicroStrategy (MSTR), says his company is making $500 million per day by selling dollar bills for $3. Is his claim legit?

www.investmenttakes.com/p/microstrat...
MicroStrategy: Infinite Money Glitch or Ponzi Scheme?
Michael Saylor says his company is making $500 million per day by selling dollar bills for $3. Is his claim legit?
www.investmenttakes.com
December 1, 2024 at 5:55 PM