#Margins

Daniel Ahmad

ZhugeEX

With the PS5 launching in select markets today, I thought I’d do a quick thread with my thoughts on PS5 and PlayStation’s overall strategy going forward.This is from my pov

The Editorial Board

johnastoehr

My biggest hope is that this electorate sees the nature of the Republican project for what it is—a plot against a renewed America.https://stoehr.substack.com/p/the-old-regime-is-dying-hard?r=5msd&utm_campaign=post&utm_medium=web&a

Nancy Wang Yuen

nancywyuen

Waiting for #EmmyNominations but will AsAms be even in the mix? Parasite’s Oscar wins were such a high. I never expected it would win best picture even though I knew

Peter Askew

searchbound

15 yrs condensed; My thought process on buying expired domains & developing online projects:(thread)You essentially start with a domain name & reverse engineer.Before I consider anything, I require the domain

Petcash Investing

PetcashInvest

View Smart Windows $CFII 10x Investment SPAC [Thread]- Innovative Smart Glass Windows• 1000+ patents- Customer list is extremely impressive127% CAGR over next 5 years Expect to make nearly $2B in

Wokal Distance

wokal_distance

1/The Wokeness and postmodernism have come for ChristianityThe conservative Southern Baptist Convention passed a resolution allowing the use of Intersectionality and Critical Race Theory as tools for theology. So how

Matthew Cochrane

Matt_Cochrane7

1/ Recently finished My Father's Business by Cal Turner Jr. about the rise of Dollar General $DG from a small town discount store to a multibillion-dollar retail giant and really

Kiran Singh Rajput

Kiran24Rajput

Detail analysis on 'mere' 635 Crore market cap stock "Black Rose Industries Ltd"CMP: Rs 125(definitely not a recommendation to buy)Thread 2. Asia Fab Limited now known as Black Rose

gawanmac 🏳️‍🌈🇵🇸🏴🌳🦄

gawanmac

Hello, I'm your hedge fun manager. I felt like following up on this hedges and hedgelaying thread from last spring, as I've lately seen a lovely example in situ and

Krishna Kumar Murugan

ikkmurugan

LPG Cylinder Hike: Why the Media isn’t giving us the entire detail? The price of 14 Kg Subsidised domestic cylinder was increased from ₹610 to ₹710 in chennai and other

MOAT Investing

InvestingMoat

We have started to like $OPEN after the recent dip. Some analysis @jablamsky @LDRcalital @OysonMike @saxena_puru @MadMraket @chamath @Dividend_Dollar @GetBenchmarkCo @ryelvigi Business Model@Opendoor is an online real estate platform that

Packy McCormick

packyM

Mr. Market looks at everything Slack does through poo-colored glasses. It's wrong. Today, The $WORK Bulls are typing... I've written about Slack before, but I've never laid out my bull

Vadim Perelman

vperelman

$CDON is the most asymmetric investment I’ve seen in many years Any student of e-com marketplaces $AMZN, $MELI, $SE, $ALE.WSE, $OZON knows - these are incredible businesses w/ deep moats, no

Kirtan A Shah

KirtanShahCFP

A basic premier on the banking sector, demystifying commonly used terms,CASA Wholesale Banking Net Interest Income (NII) Cost of Liability Advances Growth Gross v/s Net NPA Provisions SLR/CRR Capital Adequacy

Lydia DePillis

lydiadepillis

Happy Saturday. It’s 169 days since the CARES Act passed. As Congress dithers on another relief package, I want to show you what the stimulus has done for people, from

Teresa M. Bejan

tmbejan

1) Last week, I made the case for ‘free speech’ as parrhesia — the Ancient Greek word for ‘saying it all’.https://twitter.com/tmbejan/status/1283732314657300480 2) I argued that critics of ‘cancel culture’ are

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