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#Growth
Adam Baltner 🌹
schaumahaltmal
De-growth will probably need to happen to stave off ecological collapse, but “de-growth” as a principle around which to organize a politics feels like discourse gaming to me. Under capitalism,
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Growth Tactics
GrowthTactics
Building a growth team? Read this before you hire.Most growth marketers are not great. They never learned the frameworks underlying growth.Here's how we suggest hiring a growth marketer.(Thread) 2/6 Look
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AKF Partners
AKF_Partners
Happy New Year to all our followers.Here are some of our most popular posts in 2020 Leading the pack (again) was our newly-updated technical due diligence checklist https://akfpartners.com/growth-blog/technical-due-diligence-checklists Unde
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Gary Black
garyblack00
@CNBC should make their commentators take a basic finance course before being allowed to comment on growth stock valuations like $TSLA. @CNBCnow talking heads keep saying TSLA wildly overpriced and
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Prof Juju 🌍🌹🌱💙 #FreeDishaRavi #FarmersProtest
JKSteinberger
So there is a kind of circular argument I want to expose. Neoclassical economists & neoliberal ideologues have successfully argued for a social consensus around economic growth on the basis
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Jim Bianco
biancoresearch
CRB Raw Industrial Spot up 25% since April.It is made up of largely non-fut traded commods, so should not be subject to speculative money flowsHides, tallow, copper scrap, lead scrap,
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SonaliRanade
sonaliranade
Yesterday, I had indicated how NEER over values the INR compared to REER since the former doesn’t account for inflation differentials and how this over-valuation builds up over time.I have
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Branko Milanovic
BrankoMilan
During the past 50 years, India and China had played key roles in influencing, and then reducing, global inequality. One way to look at their role is to see how
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Andrew Leach
andrew_leach
I just gave a talk with a few dozen slides on oil demand, supply, prices, Alberta's budget and any number of related topics. I think this is the one that
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Yannick Kalantzis
kalantzis
Growth and the natural rate: In std models, r* increases with trend growth, but the reason for that is not as simple as it seems: it actually comes from the
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Gary Black
garyblack00
In theory, a stock’s value is the present value (PV) of all future cash flows. The theoretical correct P/E is the PV divided by next yr’s earnings. If $TSLA ‘s
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Shubham Agrawal
SAgrawal101
1/n Back of the napkin comparison between a few streaming/entertainment players. ( $ROKU is undervalued) New to the investing community/twitter and just another Robinhood investor, so please take numbers lightly
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Michael Pettis
michaelxpettis
1/3Yes, Eugene, which is why I stress pro-cyclicality. We saw this in Japan in the 1980s. When the economy is expected to grow rapidly, the future benefits of current infrastructure
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Timothée Parrique
timparrique
Here is a thread to summarise the "Degrowth: Socialism without growth" paper I wrote with @g_kallis. https://braveneweurope.com/timothee-parrique-giorgos-kallis-degrowth-socialism-without-growth#sdfootnote1sym/THREAD 1/ Claim 1:
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Livius Capital
FGaap
1/n $FTOC - 9% YoY rev growth (31% ex two travel marketplace expenses)- 53% GMV growth YoYPursuing growth through strategic M&A and an expansive ecosystem. They also have an attractive
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Eric Basmajian
EPBResearch
An update on bank lending from commercial banks: an open question in 2021...Signs of stability can be seen in various key segments. While total loan growth is declining in nominal
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