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Compound248
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Great investment skew often looks like:"Value Downside + Venture Upside".Often, these have a declining high-quality Legacy business (Value) obscuring an emerging Future business (Venture).1/n These transitions have 3 Phases:1) Dec
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RobinHood co-founder, @vladtenev, has been busy the past week. In addition to internal crisis management, Vlad had discussions via several different mediums, from CNN to newspapers to various YouTube channels.
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$TWTR It's pretty clear @jack is fired up about what's coming at Twitter. The rebuild of $TWTR's tech stack & ad server have increased speed to market with new features.Jack
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The backstory of RobinHood’s insane week & emergency fund raise:As I’ve been writing, RH had a full blown liquidity crisis. RH could NOT meet DTCC’s initial call amount.It cured the
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Building on @Ben_Mackovak's work on "when squeezes collapse," I pulled the data on the infamous "Hunt Brothers Corner" on silver (a corner is a causing of a squeeze). A
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So, you bought $GME in your RH margin account: what's happens behind the scenes? 1) You buy2) At day’s end, RH nets all the money it needs to send to
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Dear Media,What’s happening with RobinHood? A quick primer.This is a “plumbing” issue. It is esoteric, even for those on Wall Street.A very long thread on how the toilet is clogged.Read
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