#Buybacks

American Compass

AmerCompass

We're live! Tune in for our conversation with @marcorubio & @RepAGonzalez, What Next: A Multi-Ethnic, Working-Class Conservatism https://www.youtube.com/watch?v=pFrqQF9-sWs .@RepAGonzalez begins the conversation with a discussion of

10-K Diver

10kdiver

1/Get a cup of coffee.In this thread, I'll help you understand Stock Based Compensation (SBC).As investors, I think we can gain a lot of insight into companies by looking at

Guy Davis

guydavisvalue

1/ I wanted to put together a thread about a unique Covid value opportunity that I've been thinking through and trying to take advantage of this year- Investing for future

Lyman Stone 石來民

lymanstoneky

so, low-key, it's worth mentioning that the relative rarity of dividend payments is the actual villain herehttps://twitter.com/jbarro/status/1354464982981877762 why shouldn't GameStop be worth $25 billion? why not $250 billion?Relat

Eric Basmajian

EPBResearch

Why Stocks Will *Temporarily* Survive Higher Interest Rates 1) The long-term performance of equities is driven by economic fundamentals, as controversial as that seems. The 20-year compounded return in $IWM

Conner Brrrrrown

_ConnerBrown_

Money printer go Brrr is a great meme, but I think there’s a lot of misconceptions about the Federal Reserve and it’s ability to print money.While the Fed is certainly

10-K Diver

10kdiver

1/Get a cup of coffee.In this thread, I'll help you understand the concept of Half Life, and how it's relevant to investing. 2/Half Life was first discovered around 1900 by

10-K Diver

10kdiver

1/Get a cup of coffee.In this thread, I'll walk you through the concept of "path dependence".This plays such a key role in deciding so many financial outcomes.And yet, most financial

Reflex Research

ReflexFunds

1) If anybody still finds it difficult to understand why S&P 500 inclusion & changes in short interest can have a significant long term impact on share price, in this

Abigail Disney

abigaildisney

THREAD/ There is a deep rot at the core of American fundamentalist capitalism. Over the years a greed-is-good mindset has taken hold across corporate culture. And CEO's have taken the

Dicky Paul

Dicky_Paul_95

1/ After looking into the research cited by a doctor from @Docs4GunControl on a local podcast, and realizing how the research was incorrectly cited, I thought I would look

10-K Diver

10kdiver

1/Get a cup of coffee.In this thread, I'll help you understand Warren Buffett's famous quote: it's better to buy a wonderful business at a fair price than a fair business

Neckar

NeckarValue

Lessons from Tom Murphy who led the Capital Cities/ABC roll-up and was profiled in the book the Outsiders. Over his 29 years leading the company, Murphy achieved a 19.9% IRR/204x

J.

PresentWitness_

Meta-economics (thread) A bailout for debtors is an anti-bailout for savers. 'Globalism' is the result of a collaborative corporate strategy to reduce international trade barriers and corporate taxes. Populist movements

Shravan Venkataraman 🔥🚀💰

theBuoyantMan

Interpretation of Financial Statements - preliminary filters.1. Looking for sustainable competitive advantage:When looking for sustainable moat, you wanna see consistency - in earnings, in having low debt, in having growing

J.

PresentWitness_

Based-economics (thread) Globalism is the result of a collaborative corporate strategy to reduce international trade barriers and corporate taxes. Populist movements are a response to the failed economic promises of

By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.