#Margins

James

TSLAFanMtl

Tesla's strategy is on full display, right now:1. Build new factory, localize the supply chain, eliminate import tarrifs, reduce transit costs2. Serve latent/pent-up demand in the market from local production3.

Jason ✨BeKind✨ Lemkin ⚫️

jasonlk

Twilio has long been one of our favorite companies at SaaStr, combining B2D + B2B, long-tail, SMB + enterprise, and much moreThey are >still< growing 52% at $2B+ in ARRHere

Daniel Finn

DanFinn95

This interview with one of Starmer’s aides, whiny and petulant as it is, is still worth looking at properly to see how inane and vacuous their political vision is. 1/https://www.huffingtonpost.co.uk/entry/keir-starmer-aide-left-wing-labou

enough is enough

EmilyGorcenski

There are basically two ways you can view Biden’s impending victory from the perspective of the left:1. That he was a tepid candidate who could barely squeak out razor thin

Kwiksadic

kwiksadic

Been in $SKLZ for a while now. Here's a long, meandering thread on my DD for anyone who is thinking about it as a possible investment or just wants to

Richard Chu

richard_chu97

With all eyes on $GME, seems the market missed the huge $DRIO news this morning-DRIO acquires Upright, a leading digital musculoskeletal company for $31M-Raises $70M through an oversubscribed private placement.

Tommaso Valletti

TomValletti

Let me jump in this swashbuckling fight between @matthewstoller & @conlon_chris A THREAD for academic IO (= Industrial Organization) economists interested in competition policy1. *Trends* & *aggregates* are important. They

Stringer Bell

Stringbell27

Thread on $TSLA vs $NKLANikola's business model is oposite to Tesla's business for the Class 8 trucks. The two won't work together. One will win over the other. The other

Graydon Hoare

graydon_pub

I feel many miss the underlying point here. Capitalism isn't interested in product longevity _at all_.It's not just like a small tweak to fix in incentives. The system is an

The Tycoon Mindset

tycoonmindset05

Hindustan foods (Dixon of FMCG ) concall was today at 2:30 pm"Question: Will this exceptional growth be maintained for next 2 years""Promoter: Inshallah yess. "" Decentralization in manufacturing is becoming

MI Capital

MIcapital2

THREAD $FBI see a lot of flippant bearish FB tweets. Typically they are politically motivated or lack data. I love hearing the other side, but haven’t seen a thoughtful bear

Drew Holden

DrewHolden360

1/?Okay, all my thoughts as of 8 PM on Thursday on the election. Stay with me before you get mad.1. I think they’ll call Pennsylvania & Georgia for Biden, either

BAFC Analysis

RobBAFCAnalysis

Ipswich Town - Opposition AnalysisSaturday 16th JanuaryPirelli StadiumLeague One#BAFC This could well be a very tight game with those

Scuderia Cameron Glickenhaus

Glickenhaus

Dear @elonmusk You have said that Hydrogen tech is "Mind boggling stupid.” You've also mentioned that the Baja 1000 would be a great test for your Cyber Truck. We say,

The Loose Head

TheLooseH

My thoughts on yesterday's game (a thread).First off, Billy Burns had the guts to go for what was needed.Ireland weren't going to magically conjure up a try from 20-odd metres

Sandals

winged_sandals

successful investing in any nascent industry can be summed up as 1. where along in the S-curve are you (is it inflecting positively? is each incremental datapoint de-risking the overall

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