#Pricing

Anuj Abrol

nujabrol

The IPO is dyingHere’s a thread on why SPACs (special purpose acquisition companies) are disrupting the IPO 2/Traditional IPOs are designed to pop on the first dayIt gets us

Richard Chu

richard_chu97

1/ My 2021 Runner-Up Pick: $GDRXIt’s no secret that access to affordable healthcare still remains out of reach for many Americans. When ~66% of personal bankruptcies are due to medical

Caitlin Smith

Caitlin0903

I told @joshdr83 that my plan for engaging in #energytwitter is to tweet in the morning the main clarifications I made more multiples times the day before. Starting with: A)

Jo Maugham

JolyonMaugham

So how much did Government overpay? How much did Ayanda/Prospermill/Andrew Mills make? THREAD The Ayanda contract was entered into on 29 April 2020 (source Govt letter to GLP of 29

Kris

KrisAbdelmessih

Just wrapped a 3 hour drive back from Tahoe. Listened to the December @LeitnerJim interview on MacroHive that led to some investing strategy discussion with the wife. Here's a bunch

🚀 Matt Verlaque

MattVerlaque

I wonder if CRMs for SaaS companies are fundamentally broken. Or maybe it's just the way we think about it?Hear me out If I told you that I had

Ioannis Lianos

IoannisLianos

Disappointing article in the Economist about antitrust.https://www.economist.com/schools-brief/2020/08/08/what-more-should-antitrust-be-doing It only reports the rather populist debate between "Chicago school" style libertarians,

Jason Thorne

JasonThorne_RPP

Cities evolve over time. And it’s not just random. A city’s evolution is guided by its DNA, made up of its policies, bylaws, regs, standards, etc. It takes time, but

Ben Sears

bsears_

This will probably be a controversial thread, but I think lifetime SaaS deals are not a good idea.Here are three reasons why you may not want to offer a lifetime

Steve Place

stevenplace

HOW I USE THE TURNING POINT INDICATORcase study in $TSLA The TPI shows the rate of change over a certain time period, along with the standard deviation over a longer

Andy

bizalmanac

Old Dominion, $ODFL, stands out among transportation businessesCapital allocation, operational execution, management / ownership all top notchBelow from their most recent deck More on ODFL from their 2020-08-19 Investor Deck1/

FIRE Journey

FIREJourney4

7 lessons from the classic book "Psychology of Persuasion"These can be applied in almost all aspects of lifeThread 1. Consistency/CommitmentTry your best to be consistent in what you doVisualize

Gita Gopinath

GitaGopinath

[1/N] My interview with @MESandbu in today's @FT covers a range of issues facing policy makers. My views on...https://www.ft.com/content/9dd38ca3-a07b-4905-813d-39261dbc3c91 [2/N] Fiscal Policy: Immediate need is health spending, widesp

Matty

DCLBlogger

The genius behind the @beeple drop explained,$600k from open editions, (5 mins to buy)21 Auctions of 1/1's, (currently top bid is $6.6k, they'll prob all go for $15k+ min -

PolicyError

policyerror

1/x RQOTW: As mentioned last wk, this wk is a summary of the responses for discussion. @R_Perli @MagnusMacro @AMKcm @JorgeCalderonMx @darioperkins @DomWh1te @naufalsanaullah @peterdwilliams @sassyscrofa @EffMktHype @MarketInterest @paulelua

Mohammad Akbarpour

akbarpour_

Accepted in Econometrica, Redistribution through Markets (with awesome coauthors, @skominers and Piotr Dworczak).Link: https://stanford.io/3gJQxbT We have multiple takes on how to present this, with no optimal one. Here's one take,

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