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Kevin A Park
KParkPlace
I am seeing a lot of discussion about cancelling student debt, not because it is a great policy but because it can be done by executive order without appropriations.FHA also
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Martin Turner
DrMartinTurner
The @BIA_UK has worked with @BritishBBank to produce the most comprehensive analysis of UK life science VC funds to date. Here's a blog all about it but if you don't
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Harsh Gupta Madhusudan
harshmadhusudan
India has to aim to have a hard currency latest by the end of the 2020s. I think it is very doable. First need an open capital account. I don’t
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Inquisitive_Grandma
Grandm_Anon
ATTENTION:? What really happened in TN. AT&T got a contract to do forensic audit on Dominion voting
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Chris Powers
fortworthchris
One of the most underrated & overlooked skills a GP in REPE (or really any GP) should optimize for is “investor experience”. Especially, early on. Investors want returns, the bigger
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TickScalp
tickscalp
Synthetic Convexity Convexity refers to non-linear returns of a vanilla option: buying DOTM wings you risk very little and lose often, but you win big when you're right (Taleb fat-tails
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Investment Books
InvestmentBook1
Maximizing Moats: Reinvestment Runways & Capital Allocation” - Pat Dorsey Thread • Economic Moats• Reinvestment• Capital Allocation What Creates A Moat • Intangible Assets• Switching Costs • Network Effects
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scientism
mr_scientism
The alternative to the 'development state' that pursues industrial policy is not the 'regulatory state' that merely regulates 'the market' but the 'accumulative state' that pursues business policy. Both are
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Jeff B., who on earth is this guy??
EsotericCD
I don't think there are many on the right (the real right, not the "oh let's make some money as TV-ready 'former Republicans') who have been as negative on Trump
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Moses Kagan
moseskagan
What We Got Right: Lessons from Adaptive Realty 2012-Present1. Choosing Los Angeles multifamily. When people ask me how we chose multifamily in LA, they're often surprised by the answer: Dumb luck. If
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Nithin Kamath
Nithin0dha
We have a habit of looking west and thinking what they do must be right. With all the craziness going on in the US capital markets, I thought it will
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Games Workshop Investor
GamesWorkshopI1
A brief thread on why I have spent recent months buying a big stake in Games Workshop/#GAW. If nothing else, I can look back at this later as a checklist
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Jo Luehmann
JoLuehmann
I get what people mean when they say you can’t be Christian and support the death penalty, I know that non-toxic Christianity cannot justify the taking of someone’s life, I
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Lyall Taylor
LT3000Lyall
Munger complained again today that "Almost everybody smart is sucked into finance by the money. I don't welcome it at all. I don't think we want the whole world trying
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socialist fraternity x
MattThomasNYC
After seeing some discussion on this among a few reporters, here's my two cents on how to distinguish between the major camps in NYS politics, if anyone in the press
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Alex Heffron
AlexHeffron20
https://unevenearth.org/2019/07/redwashing-capital/"As Marxism has long observed... tech repeatedly drives itself into a ditch. Innovations score quick profits until the new fixed capital spreads, competition intensifies, and economic
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