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Matthew Sheffield
mattsheffield
Republican politicians condemning the #TrumpCoupAttempt who are also not calling for his immediate removal and irrevocable prohibition from holding any federal office are nothing more than rats leaving a sinking
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Stanley Pignal
spignal
Quick thread on Europe's "strategic autonomy" and how it relates to "industrial policy".A year ago, a (French) private-equity fund wanted to cash out of its stake in Photonis, a mid-sized
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balajis.com
balajis
Thesis: the crypto version of any product ends up being far more valuable than the original.Bitcoin is already more valuable than PayPal and will eventually be more valuable than gold.And
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Nicolas Galtier
GaltierNicolas
Academia pays 10 billion dollars every year for publishing, maybe ten times the real cost; the major part goes into shareholders' pockets. What can each of us do in order
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N I C 🌨 L E
nicoleamurray
DID YOU KNOW a girl from the sunrise movement in philly was a contestant on Queer Eye for the Straight Guy? This is what she had to say about driving:
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10-K Diver
10kdiver
1/Get a cup of coffee.In this thread, I'll help you understand the concept of "Look Through Earnings". 2/Imagine that you're Mack, the truck driver.You work, of course, for Lightning McQueen
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Brian Altano
agentbizzle
Here is the team behind Cyberpunk telling you they knew their game was a broken mess on consoles but they shipped it anyway - without showing it to anyone -
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just another patsy
jzanotherpatsy
Coincidentally I was also looking at $ROOT recently. It does raise too many question marks for me. Some additional thoughts below.But first, please consider subscribing to @BearCaveEmail @StockJabber.https://twitter.com/StockJabber/status/1
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Balaji Vaidyanath ⚡️
nbalajiv
Here’s a non exhaustive list of Indian MNCs along with their unlisted subsidiaries. Price to sales assumption marked in red to give a sense of what the ballpark valuation could’ve
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Ferg
trader_ferg
ThreadCharles Ellis had the idea of the "losers game"Professional tennis is a "winners game" i.e. you win by hitting winning shotsAmateur tennis is a "loser's game" i.e. you win by
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Richard Zhu
richardzhu96
So I recently read @PeterKolchinsky's book, "The Great American Drug Deal". Great read, full of valuable insight into the biomedical industry. Here's a few tidbits: (1/10) The drug industry as
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Wendell Potter
wendellpotter
Many are asking my view on the “surprise billing” fix that Congress passed last night. There are many details to review, but put it this way: The stock price of
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Dinesh Sairam
Dinesh_Sairam
1/ The simple funda is to "follow the cash".https://twitter.com/rohitchauhan/status/1324091489497026561 2/ Check one: Is Operating Profit getting converted into Operating Cash? Has Working Capital requirement increased / decreased
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Najib Jutt
NajibJutt
We are led to believe that #yegcc is different than other org structures where Boards govern a publicly held corporation. The responsibilities may be different in some respects but the
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Bill Hogseth
billhogseth
1) It would make it a lot easier for me to organize in a rural area to elect Democrats if this party would take on these industrial giants in the
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Christopher Bloomstran
ChrisBloomstran
The water is chummed. @elonmusk already hooked a whale, an endless supply of dumb money in the S&P committee that compelled its passive followers to buy $TSLA shares at any
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