#Margins

Dennis Hong

DennisHong17

Jeff Bezos: “There are two ways to build a successful company. One is to work very, very hard to convince customers to pay high margins [the Colgate, Nike, Coca-Cola model

Palmer Report

PalmerReport

Trump-appointed judge just struck down Trump’s election appeal in Pennsylvania. No surprise. Judges’ biases only come into play when a case could theoretically go either way. If you go into

Gary Black

garyblack00

At $1,500, $TSLA valuation is mind-boggling cheap. Nothing against Bernstein - I used to work there, and I have highest respect for Toni S. But he’s using auto mfrs as

TheValuesVoter

TheValuesVoter

The big picture of the Presidential race that people may not be seeing:Trump’s margins decreased in 25 of the 30 states that he won in 2016. He’s underperformed all over

Benjy Sarlin

BenjySarlin

It's hard to pinpoint, but there's a soft argument of "Well, this is silly, even if he tossed out votes in one state, he lost in these other ones." That

Plant

plantmath1

Looking to see if $FUTU is over its skis after a quick 100% run. I think $FUTU is still OK up here?Analysts have $621M for `21 sales on a $14.3B

Adam Klasfeld

KlasfeldReports

"A Judge Just Shot Down 25 of the Trump Campaign's Conspiracy Theories in Nevada"Shooting down their baseless claims, the Nevada judge wrote the challengers “did not prove under any standard

Voss_Capital

CapitalVoss

Gartner estimates $RMNI has 86% market share and the market will grow to >$1B by 2023. Adding AMS more than doubles the TAM. This is an interesting new slide...showing market

Alex Roarty

Alex_Roarty

As we wait on Pennsylvania, one interesting development to take a look at in the returns: Trump didn't get the share of vote he needed in a lot of the

Abhishek Kar

Abhishekkar_

𝗘𝗙𝗙𝗘𝗖𝗧𝗦 𝗢𝗙 𝗠𝗔𝗥𝗚𝗜𝗡 𝗖𝗛𝗔𝗡𝗚𝗘𝗦 𝗢𝗡 𝗜𝗡𝗧𝗥𝗔𝗗𝗔𝗬 𝗙𝗥𝗢𝗠 𝗡𝗘𝗪 𝗬𝗘𝗔𝗥Writing thread to make you all understand abt the possible c

Austin Rief ☕️

austin_rief

What's the future of Peloton?@howardlindzon has me thinking. Could Peloton become a clothing company A media company? I think both are very possible.Currently Peloton only makes ~1% from branded apparel

Malcolm Harris

BigMeanInternet

You might think the "worst economy in history" wouldn't have near record profit margins, but you would be incorrect https://www.wsj.com/articles/should-you-borrow-to-the-hilt-and-put-it-all-into-stocks-11608134838 You might al

Ryan✌️

IngeniousFooty

I think trophies are overvalued in a strange sense in football, they're an outcome that very often depends on fine margins. Take Messi's international career. An oft repeated canard is

Mick McAteer

MickMcAteer

Bit of a nerd thread-CMA State of UK Competition reportIMHO civil society doesn't pay enough attention to how CMA, FCA approach competition policy.It is critical because dominant approach is hugely

Pradeep Elankumaran

pradeep24

Supermarkets in the US have such low gross margins.Kroger - 23%Publix - 28%Albertsons - 29%Walmart - 25%When we first saw this data at @farmsteadapp, we couldn't believe how low the

David 'cyberdunk' Ruddock

RDRv3

The reason we won't get the OnePlus Z in the US isn't fun, but it is obvious: OnePlus has no reason to offer it when it has phones with much

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