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The Long View 🍥
HayekAndKeynes
Curious how many of the commodity price spikes are due to supply chain interruptions from sidelined workers. Clearly the Biden agenda and reopening are going to usher in strong growth
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John Engle, Almington Capital Merchant Bankers
AlmingtonCap
1/ My latest for @gurufocus, 'Tesla: The High Price of S&P 500 Inclusion', just went live."A closer review of what Tesla had to do to gain admission to the S&P
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Ian Gray
IanGrayLive
I walked into a Five Below $FIVE looking for some masks the other day. I’m not much of a shopper, but for some reason I was really impressed.I took a
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contrarian 8888
contrarian8888
This looming gap between supply/demand for oil- not that dissimilar for Uranium (supply 120m, D 180m lb) will lead to a sea change in the investment climate. 1. This gap
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Dinesh Sairam
Dinesh_Sairam
1/ Many beginners in investing wonder about the word "Compounding" in relation to Stocks. What is Compounding, exactly? Is it in the Stock price? Is it like Interest payments in
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Betty Rubble
danika43160994
Latest from Mr. Milton.Chose to go public so their company could have more oversight to not end up like WeWork, which was scammed by its insane CEO.https://youtu.be/SH-zhlqvJWM "Weight is everything
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Aditya Mehta
aditya942000
#LAURUS LABS -A HYDERABAD based pharma co. having presence in 4 VERTICALS - API’S, GENERIC–FDF(fixed dosage formulations), Synthesis and Ingredients.- founded by Dr. Satyanarayana Chava (CEO) around 2007- R&D spend
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Seun Smith
seunsmith
Using the additional Jul & Aug data from the 2021 Budget presentation, my FY2020 deficit “no frills” forecast stays flat at 5.59 Tn (previously 5.62 Tn).Using the more optimistic numbers
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E.J.
Enwagboso
.@GovernorIkpeazu , looking at the State Accountant General's report, and there are many unanswered questions.The detailed capex section of the report. All actual expenditures. We need to get a detailed
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Robin Wigglesworth
RobinWigg
Going to tweet some of the eye-catching charts in the latest note from Goldman Sachs's chief global equity strategist Peter Oppenheimer, where he argues that the coming era will be
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Cody Hill
cody_a_hill
Unsolicited long-duration energy storage thoughts:1. round trip efficiency didn't matter much for project economics when doing ancillary services or real time energy trading, matters a lot for long duration storage
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Iqbal Rafi
IqbalROfficial
The last MCO made online food delivery a new trend.But, let me tell you about the new “Cloud Kitchen” concept that will further change the F&B industry as the new
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Shravan Venkataraman 🔥🚀💰
theBuoyantMan
Interpretation of Financial Statements - preliminary filters.1. Looking for sustainable competitive advantage:When looking for sustainable moat, you wanna see consistency - in earnings, in having low debt, in having growing
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Jesse Livermore
Jesse_Livermore
THREAD: New Toy1/x Just finished building a new toy in python, gotta share. How it works: you type in a stock, group of stocks, index, sector, industry, factor, WHATEVER, plus
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𝕮𝖍𝖎𝖗𝖆𝖌 𝕯𝖆𝖘𝖍
chiragdashj
Chemical Companies focussing on import substitutions with significant opportunites awaiting them in export market. Global players de-risking their sourcing strategy would propel growth going forward. India accounts for only 3%
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Sam Rosati
Sam_Rosati
Been getting the 'how do you buy a portfolio of micro SMBs?' question a lot recently, esp from 1st time searchers. My answer: simple math makes it hard, but if
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