#Profitability

Principles of rigorous backtesting. I'm at the point where I think backtesting has no positive edge - but failing to do it well can lose you a lot of money.
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Motilal Oswal Wealth Creation study Live on - https://www.motilaloswalwcs.com/live/login.aspx Will share notes in this thread:(1) This year the team has done study for last 25 years.Mr. Agarwal says that he is
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Yesterday I gave a speech @LSE_SRC about the sovereign-bank-corporate nexus generated by the broad-based governmental support during the pandemic, in particular in the form of loan guarantees. 1/10https://twitter.com/ecb/status/135484114969
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1) $NIOX one of the few tokens that continued trending upwards effortlessly this past week and avoided a Christmas dump.$NIOX only goes up. The chart doesn’t lie.Why? The team keeps
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In late 2020, a coalition of predatory, money-losing, private-equity backed companies ran a $200m disinformation campaign that resulted in the passage of California's #Prop22, legalizing worker misclassification and mass-scale labor
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Thought on my mind this morning, that honestly I just keep coming back to.Netflix paid what, $50 million per film to Disney for their streaming deal back in the day?
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The least told founder story in startup-land: Eight years in Product being lapped by new entrants Good not great revenue, moderate growth Teetering on edge of profitability Team is antsy,
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THREAD: The most common rebuttal to my Politico article has been “Yes but what have R’s done for rural America?!?!" and "Why do you blame it all on D's?!?" Here
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Dennis Gartman has become a bit of a joke. While TV appearances and social media were not good for his career, there was a period where I read his letter
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Another article that incorrectly links melting ice to increasing oil & gas development and an economic "race" in the #Arctic, this time from otherwise reputable @DiscoverMag . This boom is
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1/ The Bitmain Antminer S9 (13.5T, 1400W, 2% pool fee, base firmware, adj. block reward of 7.17 BTC including TX fees) has a breakeven energy rate of ~11.2c. It is
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In 2020, I opened my law firm. I learned a lot about business and here are some unsolicited thoughts:1. The only metric that matters is profit margin. I'm not sure
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Role models are important (see @KamalaHarris as the most recent example)! While looking for inspiring female investor role models, I revisited some of my favorite episodes of the 20VC podcast
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Quick thread on word count for debut epic fantasy novels, because there's a load of terrible advice out there and it's hard enough trying to write a brilliant book without
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Every big success in emerging CPG brands can pass what I call the “Dinner Party Test"Thread Imagine a consumer tries your product for the first time and a week
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Thread: $IPOE $SOFI $SOFI @SoFi is going public via reverse merger with @chamath led $IPOE. Financials:Revenue growth 75% YoY 2021 Estimated EBITDA + 2020 revenue: $621m2021 estimated revenue: $980m
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