#Earnings

Jamin Ball

jaminball

Digital Transformation Reality Check: Not all SaaS companies have benefited from Covid! In fact, I'd argue only 3 (Zoom, Shopify, Fastly) have truly benefited. With Q2 earnings mostly under wraps,

Mark Towhey

towhey

SPOILER: Honesty ahead.Most people in #LTC are there until they die. That’s the point.We all die. Get over it.What matters is when and how.How many seniors are spending their final

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

Dougie Kass

DougKass

Speculative, heavily shorted gewgaws zoomed higher -- perhaps taking the oxygen from traditional high octane/growth equities.Meanwhile, some of my fundamental shorts like ($PTON) (-$9.35) and ($CVNA) (-$11.44) cratered today. I

The Secret Financial Adviser

SecretFiAdviser

Tax free investing for UK investorsThere are numerous things you can do to invest tax-free in the UK. Here I will look at pensions but I will consider other options

Secret Capital

SecretCapital_

Structure of 3 write-ups on VIC that turned out well (Amazon in 2011, Trade Desk in 2017 and Carvana in 2018).The 2011 AMZN one is probably top 5 in write-ups

Cade Invests

cadeinvests

Didn’t catch the Ark presentation?No worries here is a recap.- Bond bubble- Autonomous taxi networks- Value traps- DNA sequencing- Bitcoin- DronesHere is what the most popular fund manager had to

terryd

terrydresbach2

Let’s talk about privilege and what defines it... I think I have privilege because I am white.For most of my life I did not have a pot to piss in.I

Gayatri Jayaraman

Gayatri__J

My maid just called to let me know her daughter got 83% in the state board exams. Much celebrations here today. She's fought tooth and nail to educate her against

Shawn Wenzel

shawnwenzel

One area the US has been very short-sighted in its efforts over the years is in the Jamaican banking system. Their legitimate concern is a significant volume of illegitimate transactions

Weng

AznWeng

$ROKU reports earnings today. Two factors that will determine whether Roku will be a $100B company is the Roku Channel and international expansion. Here's some data to give a rough

Dan Francis

DanFrancisBand

Friends, if you have more than one child - even if they’re twins - you intimately understand concepts like fairness, equality, greed, revenge, theft, falsehood, sloth, merit, and many others.

david_mcnair

David_McNair

THREAD: When I heard this I didn’t believe it: 99% of Nigeria’s Federal Budget was spent on debt relief in Q1. So I asked my team to check and it's

𝗧𝗵𝗲 𝗝𝗼𝘆𝗳𝘂𝗹 𝗧𝗿𝗮𝗱𝗲𝗿 🎄🎁

TheJoyfulTrader

Quick show of handsWho doesn't like free money?!What's the catch?You'll have to invest your money for a LONG timeTake a look at"Living Off Dividends"~ THREAD ~ 1. First offWhat's a

Maurice Rahmey

mrahmey

Today's messaging from Facebook was shared with high level details, but if you dig deeper, there's a lot to be concerned about. There's also some potential reasons to NOT be

Brad Allen

BradAllenNFL

Tuning into the $DKNG investor call now. They lost nearly $350m in Q3 and shares are up 10% pre-market! (They acquired a lot of customers) Expects to complete migration to

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