- *** ## title: investing - LATER What is the risk reward in coinbase business revenue - risk: - - <https://mikesandrik.com/watchlist/> - - In all options are - USA - from growth to value - arkk - BTC / ETH - India - Basant - Capitalmind momentum pms and small case - ayush mittal - Weekend investing smallcase - sami / ravi / srini - beacon pms - Real estate - bhive - <https://www.yieldasset.com/> - <https://www.propertyshare.in/> - <https://assetmonk.com/> - <https://renivesh.com/> - - Principles collapsed:: true - Think long term - Don’t investment what you can’t loose 50% of. - Wait for blood baths - Keep increasing conviction - Always be looking and building world views. - Have leverage options open - Be super excel sheet driven always have dcf done - 80% stable 20% moonshots is a good strategy - Moonshots with deep insight are exciting - Keep tax at the back of the mind always. Tax events cut compounding - DONE <https://wraptext.equals.app/the-saas-revenue-multiple/> for datadog in excel - [[Ddog]] - DONE <https://www.joincolossus.com/episodes/25483720/offringa-datadog-the-realtime-data-monitor?tab=transcript> - <https://softwarestackinvesting.com/datadog-ddog-stock-analysis/#more-932> - <https://davidcummings.org/2020/07/25/saas-valuations-as-a-rule-of-40-multiple/> - ((6229a1a8-2e53-4fc3-af23-54ba848dd63e)) - LATER look at youtube videos in Dash 2020 {{youtube [https://www.youtube.com/watch?v=0-YMPk4kdTo}}](https://www.youtube.com/watch?v=0-YMPk4kdTo%7D%7D) ) {{youtube [https://www.youtube.com/watch?v=HJWaoJgxM0U\&list=PLdh-RwQzDsaMlgvtlJRyXGgt4i-9Oiyi1\&index=1}}](https://www.youtube.com/watch?v=HJWaoJgxM0U\&list=PLdh-RwQzDsaMlgvtlJRyXGgt4i-9Oiyi1\&index=1%7D%7D) ) - - - DONE Calculate margin of safety - <https://hhhypergrowth.com/a-datadog-platform-dive/> - <https://hhhypergrowth.com/a-datadog-technical-review/> - [Valuations are here](https://drive.google.com/drive/u/2/folders/1I8AaFkVJo9lIPg-kK5jv90_U-Vfm0Re3) - - [[net]] - <https://hhhypergrowth.com/a-cloudflare-deep-dive/> - [[snow]] - <https://hhhypergrowth.com/a-snowflake-deep-dive/> - <https://softwarestackinvesting.com/a-warehouse-for-warehouses/#more-4567> - - [[Crypto]] - NOW <https://cryptonat.substack.com/p/my-stablecoin-strategy?s=r> - [[Haseeb]] - {{youtube [https://www.youtube.com/watch?v=h9uSfZ2XCW4}}](https://www.youtube.com/watch?v=h9uSfZ2XCW4%7D%7D) ) - {{youtube [https://www.youtube.com/watch?v=4z2fH9Fgt9k}}](https://www.youtube.com/watch?v=4z2fH9Fgt9k%7D%7D) ) - {{youtube [https://www.youtube.com/watch?v=4pYxKJecd68}}](https://www.youtube.com/watch?v=4pYxKJecd68%7D%7D) ) - {{youtube [https://www.youtube.com/watch?v=Gqv12RUQMT0}}](https://www.youtube.com/watch?v=Gqv12RUQMT0%7D%7D) ) - - Tokenmetrics.com deep dive shade - -