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Tyler Collins
tylerscollins
It's worth a thread to explore when and how you can deviate from the SMB 'gold standard' ideals:https://twitter.com/tylerscollins/status/1354433609092853760?s=20 2/10Recurring revenue, barriers to entry, etc. give you security t
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Investment Talk
InvestmentTalkk
1) How do you know if the dividend is 'safe'?The traditional payout ratio is not the way...The classic payout ratio is simply:Dividends Paid / Net Income This is flawedCompanies do
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David Fickling
davidfickling
Did Exxon Mobil just capitulate to peak oil demand?Looking at their writedown and reduced spending plans they announced Monday, it certainly looks that way:https://www.bloomberg.com/opinion/articles/2020-12-01/exxon-mobil-capitulates-to-pea
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Jessica Meckmann đź‘€
meckimac
Let me do a quick summary about yesterday's $GM / $NKLA announcement. This is related to the #Badger only. I will cover the class 7/8 trucks in a different /Thread
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drprashantmishra
drprashantmish6
Alkyl amines Chemical ltd - I always accumulate in correction because 1- company with MCAP of around 3600 Cr and 12 production plants 2- continuously increasing capacity and now debt
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Shales From The Crypt
ViscosityRedux
$XOM issued a press release 11/30 with updates across a number of fronts, including a significant impairment of upstream assets. A discussion follows.https://corporate.exxonmobil.com/News/Newsroom/News-releases/2020/1130_ExxonMobil-to-prior
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Ashish Khokha
ashishkhokha
Fairchem speciality - decent results. Sales at 403 cr. Down 10% year over year but up 3% sequentially. 18.3% operating margins vs 20.0% year over year. Overall EPS is 45
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David Marshall
dmarshall_uk
@PredatorOilGas #PRD is imv one to watch in 21'. Each arm of the business offers investors potential for multiple returns on current ÂŁ10m valuation Proven #CO2Storage & #EnhancedOilRecovery Big
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BBN
BigBiteNow
1/One of my larger but less talked about long term plays is #ACP.Some very good but for me expected news on battery grade quality testing through CSIRO yesterday.Expected because their
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n jayakumar
jakesprime
It's like a tale of two halves in football - May 2014 (when the government came to power) to (mid) June 2020 - the market cap of the universe of
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Tiho Brkan
TihoBrkan
1/ Real estate chit chat.Got off a phone call with a multifamily GP from Southeast USA today. Great guy, with a solid track record, who I been following for a
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Gniewomir Flis
gnievchenko
Everything you wanted to know about the hydrogen economy, but were too busy to research.A summary based of my work @LiebreichAssoc Part 1: Path to emission-free Hydrogen at 1$/kg In
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BBN
BigBiteNow
1/On 25th Sept 2018, BKT signed a Strategic Cooperation Agreement with Yantai Jinyuan Mining Machinery Ltd, which eventually led to an equipment supply contract, a tie up with China Railway
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jonstokes.com
jonst0kes
There are two really important, globe-spanning, real-estate-occupying, tax-break-soaking-up reasons why these things are not like now: datacenter & (related) warehouse/delivery infrastructure.https://twitter.com/AlecStapp/status/1288524
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Yossi Edelkopf
EdelkopfYossi
Why you should never ever buy a condo as an investment or for personal use.Florida version - here you go.https://twitter.com/AlbaumMichael/status/1287980743595929600 Typically a condo association is responsible for exterior, roof, lawn,
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jeevan patwa
jeevanpatwa
#Suven – Journey of my first 50 bagger…I bought #Suven first in Apr 2013 around Rs 20…today after almost 7.5 years, its Rs 1000 (Suven pharma 920 adjusted for bonus
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