#Equity

Erik Torenberg

eriktorenberg

Book notes from Thomas Piketty's "Capital in the 21st Century" Curious to hear critiques & responses to the book.https://www.amazon.com/Capital-Twenty-First-Century-Thomas-Piketty/dp/0674979850/ref=pd_bxgy_img_2/130-690528

Peter Ganong

p_ganong

new working paper “Why Do Borrowers Default on Mortgages? A New Method For Causal Attribution” with @pascaljnoelTwo theories for why:1) strategic 2) life eventsFor 30 years, economists have been trying

paul andersen

paul_d_andersen

When I first heard that sports cards are "an investible asset class" I thought it was pretty dumb.Fast forward to today & I now own a tiny slice of a

The Tycoon Mindset

tycoonmindset05

BlueStar ltd. concall was yesterday evening "We are witnessing a huge investment in manufacturing sector consequent to domestic demand growth and localization under atma Nirbhar bharat programme."Here are the concall

Joe Pompliano

JoePompliano

Robert Pera became the youngest owner in NBA history while building a $15 billion company.The part you didn't know?Pera risked everything, taking out $30,000 in credit card debt to make

Legal Defense Fund

NAACP_LDF

WATCH LIVE: https://www.youtube.com/watch?v=7CNTDaOrldULDF President and Director-Counsel @Sifill_LDF and singer and actress Audra McDonald host an important dialogue at @BLKTheatreUnite's inaugural event "Activating Black Artists

Public Defendering, Esq.

fodderyfodder

Just got off the phone with a client who hasn’t been able to call because the jail has been taking his money for his meds. In jail pretrial, they won’t

Robot James

therobotjames

Shall we do some analysis on a *really dumb* factor which might predict relative returns in stocks?"Are cheap stocks expensive?" A research thread Options on stocks with a low

Kirtan A Shah

KirtanShahCFP

In this #IPO frenzy market, lets talk (Thread) about some basics around -Angle/VC/PE -Allotment process -IPO Funding-Grey MarketHit the ‘re-tweet’ & help us educated more investors (1/n) Why do companies

Cao Cao 🏁🐍

MacSmiff

Because culturally speaking, white violence is widely regarded as either "necessary" or "celebration".https://twitter.com/ZakirSpeaks/status/1327822649045651457 OK let's talk about white violence a bit. Why is it cel

Tim Cook

doctimcook

Some reflections after a weekend on ICUMost importantly, despite distractions like Brexit, COVID-19 remains our most pressing matter......and vaccination our most pressing priority.There are major threats & real opportunities The

Dr. D

DrDaniels_A

I am 2 days late in posting this thread but I thought to post it anyway. Just over 7 years ago to this day, exactly July 29th 2013, I met

Elke Babiuk

ElkeBabiuk

1) Conservative Premiers & #cdnmedia are blaming PMJT for vaccine delays & want to see Pharma contracts.Some are accusing PMJT for taking vaccines from poor countries (COVAX) which is not

Zack Subin 🥑 🏳️‍🌈

zack_subin

I have a topic for #EnergyTwitter and #urbanism twitter to collaborate on.In debates about the relative emphasis of EVs and VMT reduction (we need both!), analysts are flying blind. I

Return on Capital

CapitalTalk2

Today I want to share my (working) mental model for thinking about valuation...(Warning: this thread is slightly math-y)THREAD: A FRAMEWORK FOR THINKING ABOUT VALUATION 1/ Valuation is a tough concept

Lalit Keshre

lkeshre

A lot of new investors are entering the stock markets. That’s good. But a lot will burn their fingers too. If you are a new investor, here are a few

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