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10-K Diver
10kdiver
1/Get a cup of coffee.In this thread, I'm going to show you a simple way to think about "LTV vs CAC" trade-offs.For those unfamiliar:LTV = Life Time Value of a
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Simon Menashy
simonmenashy
1/ This weekend @goustocooking announced its latest round of funding, at a valuation in excess of $1 billion https://sifted.eu/articles/gousto-uk-unicorn/I thought I would look back on Gousto when we
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Liminal Warmth ❤️
liminal_warmth
1/ Let's talk about how to live your best life today.Lately I've noticed an uptick in comments from people, usually in their teens and twenties, asking things like, "How do
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Frank™ (FS7N) | WFH 🏡
Frank_Supercell
I'd love to get a glimpse where the esports market will be in 10-20 years from now. The current situation is fairly interesting. A small collection of curious facts and
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Dawar Butt
theLahorewala
Here’s a thread on #Walton Aerodrome and why it should be preserved as it is.This is not going to be a pitch for a big Central Park style space, because
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Frog Legs 🐸
100FrogLegs
One of her top priorities (& her husband's) is to dismantle the Dodd Frank Act. The very act put in place to keep 2008 from happening again. Yet, Criminal-Kelly defrauded
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VOCAL-NY
VOCALNewYork
Cuomo cuts have decimated drug user health.'Before @NYGovCuomo was the Governor, he was actually involved in HIV and AIDS advocacy, and I’ll even go ahead and say activism. To see
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Jonah Lupton
JonahLupton
“8 reasons why every investor needs to own $FSLY for the next 12+ months”Keep reading Before we go through my reasons to own $FSLY, if you want to understand
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Real Louise Seamster
louise_seamster
New paper out with @daniellepurifoy, titled "What is Environmental Racism For?" This represents the first of two manuscripts, and many more ideas, from our ongoing collaboration on what we call
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Hindenburg Research
HindenburgRes
NEW FROM US: Clover Health: How the “King of SPACs” Lured Retail Investors Into a Broken Business Facing an Active, Undisclosed DOJ Investigation cc @chamath https://hindenburgresearch.com/clover/ $CLOV(1/x) Today, we reveal
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David Fauchier
dfauchier
Some thoughts on this super inaccurate piece.tl;dr: this is not a defence of Tether/ iFinex, who I would like nothing more than to see disappear into irrelevance. However, most of
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Secret Capital
SecretCapital_
Notes on the US District vs Visa judicial filing. This is basically a primer on the role Visa plays in the payments system. Almost everything will be in their words,
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THE CITY
THECITYNY
1/ Scammers gonna scam…New York is in its first phase of reopening, but coronavirus scammers and con artists are still taking advantage of the most vulnerable New Yorkers. Here’s a
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Ted "212 to the 817" Bauer
tedbauer2003
Are we honest about what we need from #hiring and #onboarding? Sadly, I would say we are not always open and "fully transparent" in the #recruiting context. A discussion ---
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#SOULWAR ✝
CatesDuane
It's #TIMEThread: #AmericanaRISING: A GLIMPSE INTO THE SHADOWS 02- DAGGERS ARE OUT FOR PRESIDENT TRUMPEveryone is speculating on what President Trump meant when he said the following=https://twitter.com/anonpatriotq/status/1291472627941
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Matthew Calcara 🌻🦚🌈🌊🌪🌹🦄🌾😇
MattCalcara
"WHAT THE ACTUAL F&CK WHY IS THIS NOT A HUGE STORY IN THE KS SENATE RACE!?!?"A thread.The headline would be:"Kansas Taxpayers Bailed Out Roger Marshall's Hospital in Secret Deal!"This is
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