#Margins

Dan Hockenmaier

danhockenmaier

Most strategy books are a waste of time, but 7 Powers by @hamiltonhelmer gave me a genuinely new mental model for thinking about how to build a moat.Here is a

Rev. Dr. Kate Hanch, PhD

katehanch

1 like=1 theological take. Wow, i need to catch up. We'll, @NickScutari, all theologians would benefit from reading Sojourner Truth Mechthild of Hackeborn is underrated. "authenticity" as a category perhaps

Sam Leslie

SamtLeslie

11FEB2021 DealTake:A thread(Refer to the image)Call Or Pass? First thing I look at is revenue/margin.Rev: 1,200,000 (round number-not specific)EBITDA: 544,595 (very specific and EBITDA not a great way to judge

James Stephenson

ICannot_Enough

@elonmusk will be footing the bill, Charley, as he has since the beginning.If Elon succeeds in growing $TSLA by >10x for all shareholders as of the date he agreed to

Joe Pompliano

JoePompliano

With retail stores all over the world closed during the COVID-19 pandemic, consumer brands have suffered tremendously.The interesting part?Nike is thriving.Time for a thread 1) What if I told

Kelly is CLOSED to queries!

LitAgentKelly

Y'ALL.WE NEED TO HAVE A CHAT......about word counts, because I'm starting to think I'm just getting spammed. So listen up! Word counts are IMPORTANT when querying, so let's make sure

Brandon Beylo

marketplunger1

[THREAD]Fevertree (FEVR) has everything you’d want in a long-term, high conviction bet. The company’s led by founders who own ~10% of the company. They make a differentiated, premium product in

Robert Monson

robertjmonson

I say this gently-I wonder what it will be like upon dying for those who have been used to privilege, power, and taunting the marginalized here in America. For those

Eugene Kan

eugenekan

1/ The agency apocalypse was knocking on the door pre-COVID, and now I don’t see how any mid-tier and more prominent agencies continue to exist. I see the whole agency

Samantha Pritchard

thucydiplease

Progressive policies are not popular with racists lol. Some racists like them, but they’re far *more* popular with people of color and whites with low racial resentment. Social Security literally

Christopher Miller, MDiv, PTF

Miller_Simul

Here's a completely random thread.Thesis: Rural areas have lots of opportunities to grow their economies and populations, but two things need to happen: one from without, and one from within.

Together Louisiana

Tog4LA

When it comes to corporate welfare, elected officials in Louisiana are on a DIFFERENT PLANET from the voters they represent. A thread. On Tuesday Louisiana voters rejected Constitutional Amendment #5.

Brad Dunkley

BradDunkley

1/ Short thread inspired by @10kdiver on one of the most important skills a PM can have — using un-correlated and inversely correlated bets to improve sharpe ratio. When correlations

Dr. J Robson

JenniferRobson8

Put me in the camp of the "both and". The CCED has lots flaws & was designed, explicitly, using an outdated breadwinner model of Canadian families. Moving from the deduction

Helen Rosner

hels

apropos of various other news I just want to mention that the ChowNow app is just as minimal-human-interaction/anxiety-friendly as the Gr*bH*b/D**rdash/S**mless apps except that restaurants pay a flat $150/month to

SouthernValue

SouthernValue95

Bull case for branded hotels w/ successful loyalty programs ( $mar, $hlt )Airbnb pressures RevPAR at low end, esp. unbranded hotels. These units are dependent on OTAs to drive traffic,

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