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10-K Diver
10kdiver
1/Get a cup of coffee.In this thread, we'll cover *State Quantities* and *Flow Quantities*.This mental model can help us analyze many different entities -- from complex engineering systems to publicly
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Phoenix Capital
phoenixcapindia
#RACLGeartech- A Microcap GemBlog Link : https://phoenixcapital.home.blog/2020/12/28/racl-geartech-a-microcap-gem/Cmp-135Market Cap- 150 crIndustry- #AutoAncilliaryRACL Geartech - Company Overview> Revenue Contribution> #Luxury Segmen
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athreya
athreya49
This proposal has kick started a vigorous debate and that’s very important. I think there’s some merit in what @Sabya_K is arguing in that fiscal and monetary policies have to
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Lunsam
Lunsam96
#EQT @eqtec A company with a unique, patent-protected and scalable business that will help to solve one of the largest global problems in waste accumulation in landfill, while creating green
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John T. Bresnahan
john_bresnahan
I've been spending more time getting to know my neighbors, as it were.Same industry but quite different...$STERV.FH Stora Enso
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NETSUM
netsum3
Pt 1/4 - Today I read the @WorldNuclear report 2019 extended summary. It is excellent, thank you @brandon_munro et al. Here are some key #uranium takeaways from my (first) read.
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Myles McNulty
MylesMcNulty
A thread from last October when I previously began buying #HZM.For Araguaia, I think the securing of the debt facility for $325m / ~73% of upfront capex pushes fair value
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Shreyans Salecha
shreyanscb29
#ITC has divided market opinion like few companies.I think it is at an inflection point with potential to create massive wealth over this decade and next.Disclosure: Invested & (obviously) biasedHere's
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n jayakumar
jakesprime
The extremely low level of a. Single stock futures rollovers - open interest in terms of stock fut at multi month lowsb. Carry forward charges on rollovers - NIFTY premium
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Pythia Capital
PythiaR
So basically (if I'm reading this right) $GFL did an IPO in order to delever so that they could get their hands on 2 big assets they knew were coming
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Staffan Qvist
QvistStaffan
[1/x] Happy to announce the publication of “RETROFIT DECARBONIZATION of COAL POWER” (open access https://bit.ly/38NihtV , @energies_mdpi). A riveting 39-page article (+ 44p S.I.), obviously makes for excellent holiday/wknd reading
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Piero Carlo dos Reis
ReisPiero
Some notes on white paper below (24 Nov)Topics:* future H2 market in EU* future green H2 supply costsI did not dig into demand costs (assumption on future H2 market) &
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Ed Clissold
edclissold
With the election less than 5 months away, we're getting more questions. A common one is on corporate taxes.The $SPX's effective tax rate was already at a record low in
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contrarian 8888
contrarian8888
$oxy. I was on a Goldman Asian commodity call today where they made a few interesting points. 1 they mentioned this deal referenced below by @SStapczynski and as a result
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Deepak Shenoy
deepakshenoy
The Big Massive Thread on #Budget2021 - our take at @capitalmind_in From the economic survey: India's debt situation isn't that horrible. Total debt, which includes debt taken from abroad, is
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Jesse Harris
elforesto
Generally a fan of the work from R Street, and I feel like it's important to qualify what this scorecard means. It weighs three main areas: right-of-way access, franchise agreements,
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