#Headwinds

L

larissafernand

Rupal Bhansali says it so well. Rules of investing are not just different, they are asymmetric. In investing, it is not enough to be correct. If there is a consensus

Jason Kint

jason_kint

Great report, good statement by Apple on Facebook’s deceptive advocacy. Happy to back it up on behalf of publishers. “We need the world to see those arguments for what they

Dana Mattioli

DanaMattioli

A WSJ investigation into a decade of Amazon's business practices reveals how the tech giant competes and targets rivalshttps://www.wsj.com/articles/amazon-competition-shopify-wayfair-allbirds-antitrust-11608235127?page=1 In the story:

Daniel McCarthy

d_mccar

[1/8]Given all the uncertainty swirling around it, I put together a detailed analysis of $DASH's unit economics. As it turns out, a relatively simple model captures most of the customer

Beth Kindig

Beth_Kindig

Enterprises spent $35B on cloud software & services in Q2, up nearly 30% YoY. However, many SaaS companies reported a Q1->Q2 deceleration in NDR and YoY revenue growth, indicating that

Mostly Borrowed Ideas

borrowed_ideas

1/ Notes from $FB 2Q'20 call1.8 Bn DAU/2.7 Bn MAU (+12% YoY) 9 mn active advertisers180 mn businesses who use FB products"...the tech industry is an American success story. Products

Gary Black

garyblack00

As an analyst, you learn to look for inflection points. If a company you own and love suddenly struggles after blowing away estimates for several quarters, you owe it to

𝕮𝖍𝖎𝖗𝖆𝖌 𝕯𝖆𝖘𝖍

chiragdashj

Don't let PE ratio and suppressed ROCE fool you in Screener.1st half was affected by Lockdown where as second half and FY 22 could see substantial recovery in demand from

Jordan Elist

jordanelist

On 09/17/20, $U (Unity Software) priced its IPO at $52/share after filing its S-1 at a $34-42 price range. The stock traded up +31% on its first day, and has

matt newberg

thenewb

Just released a podcast w/ the CEO of @RebelFoods1, the OG ghost kitchen pioneer of India. The Sequoia-backed company started as a QSR chain w/ 73% of customers having never

Grow Opportunity

GrowOpportunity

George Smitherman (@G_Smitherman) of @Cannabis_Canada will take the Virtual #GrowerDay stage in a few moments for his keynote on the state of the Canadian #cannabis industry and how to recover

Dave

djr8519

This chart is the clearest representation of the immense damage that emanated from the GFC on the US economy.In the ~60 years following WWII, US real GDP seemed to grow

Roshan Kishore

Roshanjnu

1/n: A (pessimistic) thread on political economy of the Supreme Court staying the 3 farm laws: On the face of it, the court had indicted the govt for not doing

It takes two to contango

2Contango

THREAD #OOTT $STNG $ASC $TRMD New York-listed Scorpio, a major product tanker owner, said Australia would need to import an additional 236,000 bpd of refined products to replace lost production

kain.eth

kaiynne

It appears that “you are just a VC project” might become this cycle’s “no token, no ICO” both of these statements are just counterproductive virtue signalling imo. The no token

Ingrid M

iMusing

god I loathe the sound of Frydenberg trying to orate Liberal Party lies. It is so grating and cringe. Every gulp. The cascade of bullshit. I guess this MYEFO is

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