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MI Capital
MIcapital2
THREAD Thoughts on Software I don’t post on individual names I own professionally unless they are > $100bn in market cap. This means I rarely post about individual software names
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Mike Nicholls
Mikenicholls88
Last year I presented to the Advance roundtable on Semiconductors & how Australia is missing out on a $USD450 billion pa businessThey say Software is eating the world but software
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The Narrative
TNB_Research
Going through S1 information -- stumbled across what I believe to be another IPO that's going to blow up -- $UPSTLet me just go through a few things that I
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Sleepwell Capital 🛏
SleepwellCap
A Distant Force: Teledyne Thread (yes, THAT Teledyne) $TDY Teledyne gained some fame among value investors given it was profiled in The Outsiders. Long-time CEO Dr. Henry Singleton was
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TheMaskedMan
bigfundu
A few people keep asking me this question as to why #Isha takes money for some of their #yoga programs. Why can't yoga be offered free to everyone? I would
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Noah Smith 🐇
Noahpinion
1/Today's @bopinion post is about debt and green investment. There is no reason to fear deficit spending for this kind of investment.https://www.bloomberg.com/opinion/articles/2021-02-02/the-federal-deficit-is-no-reason-to-fear-biden-s-
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Albert Pinto
70sBachchan
Coal towns all across the Ohio river valley shifted towards Republicans compared to 2016. The valley is ground zero of a massive energy transition. Oil giants are banking on fracked
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Tirivahera
tirivahera
1.CHASI Story : This thread is not meant to portray @fortunechasi as a saint but his story works as a perfect case study that clearly exposes the politics of patronage
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Bloomberg Opinion
bopinion
It’s happened: Tesla is now the most valuable automaker in the world.The 16-year-old Silicon Valley upstart has just overtaken the 82-year-old Toyotahttps://trib.al/hfygd4m Tesla has appreciated 170% so far in 2020
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Benaam Niveshak
AnonymousInves7
Before discussing this company let us first understand the meaning and basic difference between some words which are often used interchangeably. The need of such players arises as the R&D
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Pausa Fútbol
PausaFutbol
The European Super League – what the proposed league means for football & how will it change the sport as we know it.[THREAD] In October this year, Sky News released
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Cory Doctorow #BLM
doctorow
Accountancy is more likely to be mocked than celebrated (or condemned), but accountants, far more than poets, are the unacknowledged legislators of the world. 1/ Though "bean counters" are employed
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Larry Cermak
lawmaster
1/ I haven't done a thread like this in a while but seems like with the influx of new people, now is a great time to do a comprehensive data
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Peter Kolchinsky
PeterKolchinsky
This one might tweak your brain. There would be MORE interest in developing new antibiotics if NO ONE needed them today. Huh? Yep... let’s think about it. Today, no one
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Azhar Jafri
zhr_jafri
A South Indian restaurant making big losses because of the 1975 emergency decided to pivot their business model and ended up becoming a global 1000 crore INR brand.A thread on
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DHH
dhh
Machiavelli would be so proud of Apple. Trying to split the App Store opposition with conditional charity concessions, they – a $2T conglomerate – get to paint any developer making
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