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#Reinsurance
Jamie Njoku-Goodwin
jnjokugoodwin
THREAD 1. Incredibly proud to launch @UK_Music's #MusicByNumbers report today. A fascinating report that is relevant for those working in our industry, for policymakers and officials, and for the wider
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Darren 🥚
ReformedTrader
1/ Thread: Bubble stock anecdotes"Reminder: You can lose money in a good business if you overpay."$CSCO doubled revenues and gross profits from 2000-10."The stock was flat from 2000-10 with an
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The Tycoon Mindset
tycoonmindset05
Berkshire Hathaway AGM: 1994 @dmuthuk @FI_InvestIndia @Prashanth_Krish @Gautam__Baid @NeerajMarathe @Vivek_Investor Key Takeaways Thread 1. Minimum FCF required when buying a company at IVWarren - We would conceivably buy a
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Tom Kindlon
TomKindlon
[Thread]PD White has just co-authored a #MECFS paper which has a dubious, wishy-washy recovery definition: not a complete remission of symptoms & a return to premorbid functioning" but where basically
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Shefaly Yogendra, PhD
shefaly
In these first two days of #RWRI14/ #RWRI my key takeaways relate to avoidance of ruin, #risk layering, dynamic assessment of risk, and fat tail risk awareness.For us practitioners, these
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Dr. Shadow 🚀🚀🚀
megadave5000
I worked at a multi start hedge fund and the head ABS portfolio manager would steal all the breakfast muffins every day. He had a company driver bring him and
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mmnjugâ„¢
mmnjug
Jacob Juma was boisterous to a fault. He was not only emotionally dishonest but also wore the mask of a whistleblower in public. - @johnKamau1 Soon, the mask became his
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Mukund Mohan
mukund
A thread on $RTP - @hippo_insurance from Bloomberg. There are multiple threads on the company, and I wanted to give you my own experience in the space and
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Call Paul's Boutique
modernhomesla
Hold up Hades!Pardon.Paul's gotta unpack.Robert J. Ruttenberg:Manhattan Research, LLC - Think Tank √Gryphon Development - Leslie "Cats!" Wexner √Warner Cosmetics|Warner Communications - Blavatnik √Cosmair - L’Oréal -
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Darren 🥚
ReformedTrader
1/ The Rise of Carry (Lee, Lee, Coldiron)"Different forms of financial carry have always been central to modern financial systems."A problem arises when those that do not have the balance
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