#Expansion

Daniel Bar 丹尼尔 🐧

danieltbar

Unpopular opinion:Decentralized Governance is a memeMost “DeFi” projects that use “DAOs”/dGov as a tagline have superficial interest or understandingWhat they’re after is much simpler: minimize exposure to regulatory risksThread

L'investisseur Raisonné

LRaisone

[THREAD]Résumé de mon analyse de Restaurant Brand International (RBI), propriétaire de 3 chaines de fast food bien connues. #RBI #Investir #Bourse RBI est une société possédant Tim Hortons, Burger King

CCINVEST

ccinvest2

TRULIEVE CANNABIS THESIS$TRUL $TCNNF-Top holding since 2018-Grown to over 50% portfolio weightingThread below 1. Investing With An EdgeNot often can retail get in before big $$$. Still listed on

Antonio Fatas

AntonioFatas

The idea that the US economy can reach full employment in a short period of time and generate inflation runs contrary to what we have seen in any previous cycle.

Hypermodorean

Hypermodorean

For my first thred, I will discuss the nature of the frontier, how it relates to civilizational cycles, and why it is necessary for the future of the right. When

HRouge

hareng_rouge

A few thoughts here on the $INS FY20 results / call I think it's helpful whilst looking at some of the specifics, to bear in mind three points around the

Bill Cynecki (PTONgainz)

Wild_Bill32

The 5 largest retail mortgage lenders only issued 17.3% of all retail mortgages in 2019, a MASSIVE shift from 2009, when the top 5 retail mortgage originators issued 62.4% of

Fangirl Jeanne

fangirlJeanne

I think this is a pretty good breakdown of shipping and does a decent job of pointing to how it can lead to conflict with other fans and even creators.Though

Rajan Venkateswaran (സ്വാമി)

swamy64

I posted a Medical Charity Request yesterday. Am sure many responded. Thank you. Have a bit of good news that the child started taking in milk intravenously today which is

Zach Weinersmith

ZachWeiner

I feel like we're just now completely at the end of a cycle that started in the early 70s with the belief that open/free/easy info sharing would result in better

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

Capybara Capital

capy_capital

If you only have to read one book on investing, make it "100 Baggers" by @chriswmayer. It is direct and completely changed my investment mindset for the better. My takeaways

Modelio Equity

Modelio_Sthlm

1.Evolution is our top pick heading into February. We assess the company’s moat and long-term growth rate as highly misunderstood and often viewed upon with, in our view, undeserved skepticism.

Paul Mason

paulmasonnews

On Starmer's "reset" speech 1/ Tone better than content. He's genuinely indignant over the health inequalities Marmot points to, and with concrete language and examples - and policies - this

Spigot (Agenda Contributor)

BullOfHeaven_

Dumping a bunch of info and dates to do with transits affecting Trump & Biden. This is a way of observing how the planets work in our lives. There are

Johnny Rich

JohnnySRich

It'd be easy to pick holes in @GavinWilliamson’s speech on #FEReform to @SMFthinktank, but in many important aspects his goals are right. We DO need to radically revivify our FE

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