#Margins

jeremy day

jeremymday

A Thread on the Top 10 Solar Stocks...$SPWR $RUN $ENPH $SEDG $CSIQ $DQ $NOVA $FSLR $JKS $MAXN Will talk briefly about what they do and where they stand in the

CTHGPRO “Speculation” Global

Alonzo_CTHG

As we head into the 4C season I thought it might help newbies to know what I look for when a 4C lands on the ASX. First let me say

Eric Basmajian

EPBResearch

Re-levering a broken economy. A tale of stagnating economic growth and financial engineering. A thread (and an article).https://seekingalpha.com/article/4354112-chosen-path-re-leveraging-over-leveraged-economy-what-happens-next After the 20

Santiago Velez

Santiag78758327

1/ Research has shown that credit expansion by banks in emerging markets may be significantly constrained by the inability of the banks to reduce the liquidity risk associated with nonsecuritised

Mark.

IrishEcom

Marketing Your Brand Using Tik Tok (Thread)If you have an eCommerce Brand or Dropshipping Store, and your target demographic is 13-26 year olds...Make time in your day to create content

Gene Munster

munster_gene

1) $TSLA Great top line and free cash flow (FCF of $1.9B was double what the Street was looking for). While EPS looked bad, $0.80 vs. $1.01 expected, it was

Josh Schultz

joshuamschultz

Some thoughts on owner comp based on a few owners I helped this year.Owner comp should be set at market value. The tax benefit of setting it low is more

K. Louise Neufeld 🇺🇸

ninaandtito

Correct.We don’t need a new Fairness Doctrine. We need to update FARA laws for the modern age. We need to teach media literacy. We need social media algorithm transparency. We

TheValuesVoter

TheValuesVoter

Trump lost the election because he lost five states he won in 2016.Here’s the thing: since Trump was elected in 2016, his party has lost Senate, House and/or Gubernatorial races

Screening Stocks Enjoy 'My StressBusters'

Coolfundoo

Q&A #Thread 44#Nestle vs #Britannia #Stock #investmentQ->1/n Me-> Both are great companies.1) Britannia Sales & Profit growth CAGR has been better than Nestle for last 11 yrs. 2) Operating Profit

Matt Smith

MatchasmMatt

Tesla Q3 2020 Earnings Estimate (Thread)I’m projecting $0.79 of Adjusted EPS on deliveries of 143,000. This is higher than street estimates, but not nearly as drastically as it has been

Will Schreiber

breakfastbybill

Southwest & Trader Joe's are very similar businesses.1/ Focus on throughput2/ Pay employees well3/ Own the product4/ Operating innovation5/ Friendly personaexpanded: 1/ Focus on throughputSouthwest's avg turn time is 42

Daniel

DPogrebinsky

Overall thoughts on $amzn:1) while aws growth missed little this q the backlog up to 50B (up 68%) implies acceleration2) e-commerce internationally beat big & could be getting more entrenched

STEMtheBleeding

STEMthebleeding

Just so everyone understands - these "leaks" aren't coming from the Biden campaign. Or even his allies. They've all been washed up Dems who left the party forever ago. And

Blank Slate

blankslate2017

Another @ccadelago piece that should be disposed of. Arguably, despite some inflammatory negative quotes, this piece is the most grudgingly accepting of Harris’ strengths than any prior piece from his

David French

DavidAFrench

When you hear increasing right-wing (I refuse to say "conservative") calls for government oversight of social media speech policies, it's vitally important to understand some of the career/economic context. Many

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