#Competitor

Patrick Jahnke

pdjahnke

Final comment on DeutscheBörse/ISS merger: stock exchanges are to corporates what proxy advisors are to investors: data aggregators and coordinating agents that help overcome collective action problems. They represent two

Christian Reshoeft

reshoftc

My high-level investment thesis on The Trade Desk $TTDStill applies now as it did back then.1. TAM is huge and growing. $TTD estimates $1 trillion in Ad Spend by 2027,

Zev Shalev

ZevShalev

The new postmaster general has a massive conflict of interest. Louis DeJoy still holds $30 M in stock in XPO. This should be enough to disqualify him but XPO

Balu Gorade

BaluGorade

Dr Lal Path Lab-Diagnostic lab sector has huge opportunity size to grow.-Dr Lal Path lab is the largest player, it enjoys 35% market share in organised market.-Generate most of their

Robert Flores

RoFlo

This Harden/#Rockets drama kinda reminds of the Hakeem Olajuwon/Rockets drama from the early 90s.Like this one, there was a coaching change involved then. Don Chaney was fired, Rudy T

Matthew Lesh

matthewlesh

“Despite my experience, I have no faith in ministers’ or officials’ ability to ‘pick winners’ even when our decisions had to be approved by external advisory boards.”- Martin Stanley, who

Karan 🚀

KaranRBeghi

Note on features for start-ups: Every new feature adds a layer of complexity to your platform that users need to learn - and more importantly - find useful. Here’s what

Zac Bowden

zacbowden

I frequently get asked who Windows 10X is for and why it exists. Microsoft internally is pushing 10X as a direct competitor to Chrome OS, driven by streamlined web and

maruthi sandeep

maruthisandeep

In sales, it is important to have an entrepreneurial mindset and to do things that don't scale. In 2015, we were building an ed-tech platform and after visiting 400 colleges

TMT (Champions of Europe🏆)

munich_times

THREAD: Comparing Hansi Flick's 2020 vs Jürgen Klopps 2020.(This trophy is for 2020, not the previous 5 years)RTs and likes appreciated. Hansi Flick took over Bayern in November 2019 while

Thomas de Phuoc

ThomasdePhuoc

Thread: So @coinbase is acquiring @BisonTrails and this is excellent news for the space 1/ Coinbase aims at having the full investment spectrum in cryptocurrency: @coinbase is for retail investors,

Rihard Jarc

RihardJarc

I just bought a new position. It's Dropbox - $DBXWhy?THREAD 1) Big User BaseDropbox has 600 million registered users; yes, that's correct.Out of that, around 15 million users are paying

H U Khan

Huk06

1/10 As football fans we have to step back and appreciate what Liverpool have done. They built this team with mostly 5th highest wages in the league. That's the equivalent

Anthony Koch

Anthony__Koch

LONG THREAD: Some facts from the 2019 election that are not spoken about enough and what they mean for Canadian and especially Canadian Conservative politics... #cdnpoli 1. Of the 20

Stephen Nellis

StephenNellis

1/ Qualcomm says it will acquire Nuvia, a chip startup founded by former Apple chip execs, for ~$1.4 billion. Link here:https://www.reuters.com/article/us-qualcomm-m-a-nuvia/qualcomm-eyes-challenge-to-apple-intel-with-1-4-billion-deal-for-c

KVP

KyleVanPelt

Blackrock acquires Aperio for 1bn. Less than a week later, JPM acquires 55IP.There will be a ton of great analysis on these and Direct Indexing as a whole, but I

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