#Growth

Randy

Randy_Anglo

There is a viable position forming on the right rn but it's getting drowned out by all the noise.It's one where we fundementally question the way we live now. We

Logan Mohtashami

LoganMohtashami

Breaking down the state of the U.S. housing market since we now have a full V shape recovery on all data lines. Time to look at each sectorhttps://www.housingwire.com/articles/are-existing-home-sales-showing-a-housing-bubble/ Obviously, tha

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

Peter Kalmus

ClimateHuman

Why is hunger skyrocketing, when almost half of food produced is thrown into landfills and the stock market is soaring? Why is it so hard to get healthcare for all,

Cole

coIecp

The emergence of the DeFi sector exemplifies what happens when preparation meets opportunity.Its growth and sustained expansion is inspiring to say the least.Here’s some data showing just how far the

Sen. Jeff Jackson

JeffJacksonNC

It’s becoming clear that one of the biggest COVID concerns for North Carolina isn’t just what’s happening in our state - it’s the cautionary tales we’re seeing in other states.In

Return on Capital

CapitalTalk2

1/ Quick thread on intrinsic value...How should we define intrinsic value? The academic view is the following: It is the discounted value of the cash that can be taken out

James Ho

jamesjho_

Thoughts on common misconceptions about “value” vs “growth” investing.Learnings from letters over the years by Buffett, Oaktree, and Third Point - and my own investing career.Thread below 1/ Many

Doug Rand

doug_rand

"If Miami launches a crusade to resurrect the [International Entrepreneur Rule] and succeeds, it could become the world’s premier magnet for Latin American & European entrepreneurs. It could happen." —@oppenheimeraTrue

Snir David (long term investing)

snird

Net dollar retention is a dangerous indicator.Snowflake $SNOW showed in their S-1 filing an amazing 158% retention. The highest ever for an IPO.BUT - we have to understand what it

Johanna Uribe

jcu24

Sometimes people or experiences come into your life to shake up things. Something about them challenges everything about you. They force you to level up in all the best ways.

Eric Basmajian

EPBResearch

Inflation is coming, inflation is coming!Last month I wrote about the distinction between long-term secular inflation and shorter-term cyclical inflationIt has been clear for several months that we are in

Debtlifts

Debtlifts

How to get wealth and keep it.//Thread// Any fool can make money.Keeping it requires intelligence. After accounting for inflation, median household income has increased by 15% since 1970.That's an average

Victor Chernozhukov

VC31415

Came across this paper that does panel regressions of Y (Covid growth rates) ~ P (adopted polices) + fixed effects. The elementary modeling mistake is not to control for

Pe:p Laja

peeplaja

"Plans are worthless, but planning is everything." - Dwight EisenhowerAnnual planning is here. You need a plan to drive more growth next year.I spent many years fumbling about, trying various

American Solidarity Party

AmSolidarity

He wasn't wrong. This is true! Certainly, the relative share of the economic pie is not the same thing as the size of the pie. And policymakers should bear incentives

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