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Kevin Book
kevinbookdc
#Wonk warning: a #thread on social cost of #carbon (SCC). We at @CVEPLLC expected @JoeBiden not just to reinstate higher SCC in his #dayone #climate order but also to look
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Romeen Sheth
RomeenSheth
0/ The Dippin’ Dots ice cream turnaround was wild:1988: Founded2011: Bankrupt2012: An oil tycoon buys it for $12M2019: $330M+ in revenueThe kicker? The next decade will be driven by its
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Alec Stapp
AlecStapp
The CEOs of Apple, Amazon, Google, and Facebook will be testifying in front of Congress today.Critics want to break up the companies.Here are the 10 myths about Big Tech and
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Reflex Research
ReflexFunds
Some thoughts on Tesla’s Autopilot & Robotaxi strategy:1) I believe Tesla has a unique & superior strategy for solving Robotaxis which I categorise as the Intelligence/Data heavy approach, based on
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Albert Pinto
70sBachchan
This is the plan for the mother of all booms in the 2020's, right @policytensor @JWMason1? Central Banks bankroll the green transition by providing a public back-stop.https://policytensor.com/2019/06/24/financing-the-green-new-deal/ htt
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Pierre Lionnet
LionnetPierre
Isn't it interesting to see that the World Economic Forum (@wef ) has put space on its agenda? But is the @wef looking into the space economy in the right
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Shalin Shah
Fibonalysis
Indigo Paints IPOhttps://indigopaints.com/ Should we apply for this IPO AT:129X at 1360/share with 10.49 EPS(FY20)114X at 1360/share annualized EPS(FY21)OR:177X at 1860/share(GMP-500) Face Value: 10Let's deep dive a bit into the co
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Peter Sutherland
econ_713
1/n This thread will argue that the unique “triple-dip” nature of the 2014-2020 #Oil Bust has given #energy markets a false sense of security about the ability of #shale to
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Guy Davis
guydavisvalue
1/ I wanted to put together a thread about a unique Covid value opportunity that I've been thinking through and trying to take advantage of this year- Investing for future
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Mostly Borrowed Ideas
borrowed_ideas
1/ MEGA THREAD: Long $ISRGISRG has been an incredible compounder ever since its IPO back in 2000. It's a pure-play in robotic surgery. Robotic surgery penetration is still just ~2.5%
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Stan Gulchenko
stangulchenko
How you end up in crypto? The question is so simple, but I still struggle to answer it. I will try to do it here, while sharing things I learned
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Ram Bhupatiraju
RamBhupatiraju
"The Millennial Consumer Index" - My picks for a DJIA style 30 stock Index with Co.'s that best serve that demographic.Fellow Millennials, What would be some of your picks?@richard_chu97 @saxena_puru
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Otavio (Tavi) Costa
TaviCosta
The Spanish flu of 1919 serves as a roadmap for the current macro environment.Thread Similar to today, the outbreak of the pandemic severely limited the industrial capacity of the
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MI Capital
MIcapital2
THREAD AWS $AMZNAMZN has 15Xed in 6 years (~$60bn->~$1tr). Along the way there have been many investor concerns, which have in hindsight been "can't see the forest for the trees"
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Christopher Seifel
SeifelCapital
$TSM: Fueling the Future of ComputingTaiwan Semiconductor Mfg. Co. (TSMC) has become the leading manufacturer (fab) of semiconductor chips by capitalizing on a series of egregious missteps at $INTCThis is
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Riggs_Bud
Riggs_Bud
Thread for Semis. Not my area of expertise, but trying to learn. Feedback appreciated. Advanced Level Packaging - Brooks Automation ($BRKS) and CamTek ($CAMT). Decline of Moore's Law means Semis
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