#Margins

Siro

SiroCapital

If Warren Buffett were in his 20s today and just getting started, what he be up to?I’ll go first: I think he’d be acquiring digital assets like blogs, newsletters, and

Emily Badger

emilymbadger

The president and Republicans have heavily focused their claims of election fraud on Philadelphia, Detroit and Milwaukee.But those cities did not cost Trump the election. Voters *outside* of them did.https://www.nytimes.com/2020/11/16/upsho

Xavier Helgesen

XavierHelgesen

Did you know that 30% of funded search funds end up not making an acquisition? We have bought eight beautiful businesses this year and learned a lot about what works

SouthernValue

SouthernValue95

Broken clocks are right twice a day and Jeremy Granthams perma bear calls are right once a cycle. A timeline and cautionary lesson for investors:2010: Grantham sells stocks out of

Raoul Pal

RaoulGMI

Honest question is search of knowledgeable answers?I understand Robin Hood needed urgent cash as t+2 settlement became immediate settlement in the market conditions to avoid issues at clearing house level.People

Brandon Beylo

marketplunger1

Rightmove (RMV) is one of the decade’s top-returning stocks. Investors have generated a +1,500% total return!Studying the Super Stocks of the past helps us spot future Super Stocks today. Here’s

Chris Hayes

chrislhayes

Part of what makes so much political analysis so confounding and frustrating is that the deep structural polarization means that almost everything in electoral politics happens on the margins. 1/x

From Growth To Value

FromValue

According to the Buffett Indicator (total market cap divided by the GDP) the market is significantly overvalued. But the Buffett Indicator may not work anymore today. 1/10A thread to explain

Myles McNulty

MylesMcNulty

#ARB @ArgoBlockchain really going from strength to strength.In the most basic of terms, using January production numbers and assuming no move in $BTC price / network hash rate / mining

Ajey Pandey

AjeyPandey

A part of the IPR job discourse (a part) has stuck to me, which is that I’m genuinely unsure how many TTRPG shops are making full-time (50-80k USD/year, depending on

John Leavitt 🌹

LeavittAlone

This conversation seemed to come up every eight months on tumblr and no one mentions the elephant in the room : cafes have dogshit profit margins compared to bars which

Jason ✨BeKind✨ Lemkin ⚫️

jasonlk

Qualtrics is a favorite SaaS co. at SaaStr Co-founded by father-son team, run by brothers, bootstrapped most of way in Utah ... they did it their wayJust before IPO, SAP

Steve Vladeck

steve_vladeck

I see folks have discovered the 12th Amendment and the (well-known) role of the House when there is no electoral college winner.But the mere *existence* of litigation or recounts doesn’t

Aodhán Michael Connolly

MichaelAodhan

OK. Let's fact check this. Will tariffs impact on shop prices or not? Well on the the amount we trade now with the EU Supermarkets & their customers face £3.1

Pythia Capital

PythiaR

Now that I'm getting more involved in running our wealth management business, I agree wholeheartedly with Buffett's take that being a business owner made him a better investor and vice

Neil Warner

NeilWarner_

If you compare the 2020 election in the mid-west US to 2004, when Kerry won most of the states by a similar margin to Biden, you get some v interesting

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