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#Growth
Noah Smith đ
Noahpinion
1/Alright, let's talk about Southeast Asia! One of the most interesting stories in the world that tons of people are overlooking!!https://www.bloomberg.com/opinion/articles/2020-12-03/what-singapore-can-teach-africa-about-economic-growt
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B | Financial Liberation
FinancialLiber5
This thread is focused on what self actualization looks like and/or how to get there: 1: Training Your Perception Skills:Ability to judge situations/people accurately and detect inconsistencies.Helps to determine what
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Gary Black
garyblack00
Why $TSLA will likely go to $800.1/ Given long EV runway - 3% adoption today going to 20% by 2025 - and holding TSLAâs current 25% EV share, I can
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Gokul Rajaram
gokulr
0. The importance and prevalence of âlead generation investingâ has never been higher than it is today. (thread) 1. I define Lead gen investing as investing ahead of your âcoreâ
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BVDDY
BvddyCorleone
Itâs my birthday today but I canât resist commenting on the big moves in Growth/Value...Todayâs rise in the 10Y to above 1% has coincided with a massive blowout in the
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Frank Peelen
FrankPeelen
1/12Tweet thread with my thoughts on $TSLA earnings.A bad ER for investors focused on the short-term (financials), but it contained some really great nuggets for long-term investors.Let's start with the
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Dilmurad Yusupov
d_yusupov
Seems like a response to @bkhoshim's op-ed @gazeta_uz on democratisation as a reason of economic growth. Experts at the Center for Economic Research warn that democracy may not be a
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Shales From The Crypt
ViscosityRedux
Itâs all the same tradeUS $A top down look with thoughts on implications for Energy Some context â the USD smile theoryThe USD holds both domestic and intâl elements driving
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Ganesh
RPGanesh11
If socialist principles of FinTwit influencers engulfed the real world, PEs will be capped by FinTwit law on either end. Most commentary sadly obsesses on PE than its drivers much
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buggeroaf (BO)
buggeroaf
So because I have 20 mins and all my threads take 20-ish mins to write, here's some thoughts on "Skipping a Round"to preserve equity for founders../Thread Pre Product Market Fit,
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Sridhar Vembu
svembu
1/ The Salesforce - Slack acquisition demonstrates the "operating system" of the technology industry. The assumption is that professionals in Slack and professionals in Salesforce can nicely blend together to
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Nelson | Build It HQ â©ïž
BuildIt_HQ
LET's GO! IT'S A MINDSET!Ok honestly let's talk about what it is and why everyone mentions it daily[Thread time] Mindset actually refers to your beliefs and how you handle situationsYou
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Jim Gleeson
geographyjim
Is faster house price growth in the UK just about financial factors such as interest rates, or has it got something to do with real supply constraints? Comparing historic trends
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Theo Sanderson
theosanderson
1/ A sense of why, even if cases aren't rising, more restrictions may be needed outside tier 4. Here is a simple model of a region that starts off in
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S-Curve Capital
S_curvecap
@scuttleblurb said below in chat w/ @LibertyRPF - I come back to it often (as a bull on ZT security vendors). While secular trend is obvious & cloud native cos
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Gregg Lintern
GreggLintern
Toronto: grows by the size of a fair sized Ontario town every year, dare say absorbs the growth while working to maintain & grow necessary infrastructure, address social inequity and
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