#Retail

Frontline Llama

valley_llama

Gold stocks.Commodity inputs, commodity output.Poor capital allocation.Poor governance.Growth capex > depletion.Upside operating leverage dampened by resource nationalism.LT fair multiple for an average stock: 20.Fair multiple for a gold

Peter Foster

pmdfoster

As #brexit talks drift towards the rocks, trade groups say plans for Irish Sea trade border after Brexit are ‘in a mess’ via, my latest via @FT ...this is an

Richard Moglen

RichardMoglen

What is a True Market Leader / TML (Thread)(And how to find them) In one sentence a TML is an institutional quality stock in a leading industry group with superior

Mark_Coughlan

Mark_Coughlan

Mega thread on seismic few days of the pandemic in Ireland. The govt implemented level five.More info about the UK variant.And NPHET held one of the most important briefings in

sockjig

sockjig

Top 25 Worst of the Year in the World of Sneakers Thread.Recapping everything wrong, dubious, scummy, or just plain dumb in 2020. This is not a worst shoes of the

Petcash Investing

PetcashInvest

The @LucidMotors DD you’ve been waiting to see Know what you’re holding after $CCIV blesses us with this merger Lucid > $TSLA > $NIO > all other EV’sPotential 10x Investment

Private Chad

Privatechad_

My Chads, the rotation from majors to low-caps is starting. $YAM started as a rebase meme coin, but has transitioned into a full-fledged ecosystem developing 4 new products. Not many

Ali Afridi

AliKAfridi

New Post: A compilation of Mental Models that can be leveraged for startup & venture thesis ideationhttps://medium.com/@AliKAfridi/systematic-ideation-for-startups-venture-theses-77b672ac1ae1?sk=ce4fb993462e84b48b5c16c08d3abb4e Since 20

Sophie

MSovay

We're in lockdown again, so here is a story of what can happen when you're a part-time medievalist and are in the habit of frequenting small parish churchyards on your

Andrew A. Gill

andrewagill

OK Y'all want me to write this thread, I guess. I do not want to write this thread, but I guess I gotta.Here's why QAnon isn't a Russian disinfo campaign.Here's

David Rodenhiser

drodenhi1

My #thread summary of this new paper: ‘Face Masks Against COVID-19: An Evidence Review’ @Ldnontmayor @st3v3turn3r @ElizabethPeloza @MohamedMOSalih @shawnwlewis @jesse_helmer @MaureenPCassidy @JoshMorganLDN @AnnaHopkins11 @ArielkeK @Heal

Marc Gayle

marcgayle

This article by @drnigelclarkeja is such an important article about the recent BOJ Amendments Act & establishing the Independent Fiscal Commission that I feel compelled to do a thread explaining

Gbénró Adégbolá ن

GbenroAdegbola

The tragic Beirut blast the other day is still in the news. It provides a good opportunity for us to take a look at a demographic group of Nigerians many

Tay

TaylorQuant

NOVACYTBlackRock are currently buying Novacyt.But in which funds, and what does any of it mean?It means a lot, so...Thread #NCYT #ALNOV #NVYTF #GDR #AVCT #SNG #SYME #QGEN #FAB First thing

Token Daily

tokendaily

1/ Issue #42 Is Yield Farming bringing new users to DeFi? by @mohamedffouda With the rise of Yield Farming, billions of dollars flooded into various DeFi protocols. In less than

Anil

anilsaidso

If you’ve ever had trouble explaining #Bitcoin to someone, you’re not alone.Some tips:Ditch complex definitions & jargonMeet people where they standUse words & concepts they already grasp0/ Here's a

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