#Fundamentals

Justin Oh

acouplecents

@chamath won't like this thread on Zillow $Z and Opendoor $OPEN, but here goes... (1/6) $Z owns the online home buying experience, is anchored by high-margin software revenues that leverage

Juliette Kayyem

juliettekayyem

This news regarding Pfizer and the Trump Administration is not shocking in sense that they seem to never get supply chain, surge or details. But there is no crying in

Jayanth Uppaluri

jvuppaluri

My final thread on Missouri related stuff. TOPLINE RATINGSPres: Lean RGov: Lean RSOS: Likely RTreasurer: borderline Likely/Safe RAll other races: Safe RHouse: Safe R, supermajority Likely RSenate: Safe R, supermajority

Aysha H Khoury MD MPH FACP (I-sha Koo-ree)

ayshakhoury

My pastoral counselor reminded me that “people don’t know the weight of their own stories”. So here is part of mine. On August 28, I had the most profound moment

Reuben Rodriguez

ReubenR80027912

All eyes on Georgia so here's the Peach Bowl Pre-pre GameMomentum - Very DFundamentals - Weak RCandidates - Mixed BagBase line #s:1. Trump overperformed his ’16 *margins* in ~30 counties

Piotr Gaczkowski

DoomHammerNG

Some of you asked for recommendations, so I've combined my favorite @Pluralsight courses into one .I've personally been using it for the past 2 years, very happy with results.But first

Jack Borman

jrborman13

On tonight's edition of Timberwolves and Lynx Academy "Today's Voices Of The Game", Wolves VP of Basketball Development John Thomas is being joined by Wolves HC Ryan Saunders to speak

Thomas 'Brrr' Brand

thlbr

It has been a pleasure to translate- @saifedean's book (the storyline)- @real_vijay's articles (the fundamentals)- @dergigi's articles & book (praxis)- @Breedlove22 articles (deeply philosophical)- @MartyBent newsletters (sh

George McClean

TheMCclean

REG PARKThe Man Who Inspired Arnold & A Testament To Our Genetic Potential..His training philosophy of maximising size & strength to it's fullest is timeless and his basic principles can

Julius

InvestorJulius

@Astra / $HOL Who are they? What do they do? And why do I think they have the potential to be the next 20-bagger startup?This thread will deep dive how

Jason Furman

jasonfurman

The argument for deficits & debt raising interest rates in the US is not increased credit risk, it is that interest rates are a function of economic fundamentals, flows &

Bill Laboon

BillLaboon

THREAD - @Polkadot Digest 4 Jan 2021The Polkadot Digest has been off for two weeks, so this will be a high-level review of some VERY exciting times in the Polkadot

𝐓𝐫𝐨𝐭𝐬𝐤𝐲 𝐨𝐟 𝐭𝐡𝐞 𝟐𝟏𝐬𝐭 𝐂𝐞𝐧𝐭𝐮𝐫𝐲

LTrotsky21

Let's be very crystal clear here: Members of the public banding together to "short squeeze" overextended hedge funds, deliberately, is perfectly *legal* activity. /But, all of the sudden, Wall Street

Return on Capital

CapitalTalk2

Today I want to share my (working) mental model for thinking about valuation...(Warning: this thread is slightly math-y)THREAD: A FRAMEWORK FOR THINKING ABOUT VALUATION 1/ Valuation is a tough concept

Mat Sherman

Mat_Sherman

Anyone else wonder how college grads can raise $2M on a napkin idea in SF, and nowhere else? Anyone confused why it seems like every 20-something in tech in SF

Rachel "The Doc" Bitecofer 📈🔭🍌

RachelBitecofer

1. One that values the elation that floods in from ACTUALLY saving lives/improving lives on Election Night much more MUCH MORE than the moral smugness of moral/ethical absolutism that leads

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