#Shareholders

HP never stopped innovating. From its origins in the 1930s as a leading electronics manufacturer to its role in the birth of PCs and performance servers, it has always demonstrated
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A hundred thousand dead! A wake-up call. The shared wet dream fantasy of Tory cabinet ministers is for a right-wing coup and a population cull. Both are already well under
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In our paper, @LHSummers and I argue that the *decline in worker power* is behind many of the major trends that have shaped the American economy in recent decades [1/N](WP
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How did some top SaaS companies get from 0 to 1000 users?Summary:Grammarly -> Reverse MonetisationDropbox -> ReferralsGainsight -> Finding Blue OceanNotion -> CommunityRoam Research -> Power Users Of course these
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THREAD: A full-blown newspaper war is happening right now in South Carolina involving its 3 largest papers and their owners. Newspaper wars are as old as papers themselves, but over
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BREAKING: @tZERO is being spun off from parent company @Overstock.This could be a watershed moment for the ATS to scale without public market pressure. Don’t know the history between tZERO
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A couple days back, I wrote up my best understanding of what happened with /r/wallstreetbets and meme stocks like Gamestop, trying to show how all the different, seemingly contradictory takes
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A small yet important thread on how an absolutely flawed system put in place by @asianpaints and their dealer networks ensure that most customers never end up with the exact
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A thread on "badwill" in banking M&A: important, given the upcoming sector consolidation activity. Badwill in bank M&A is an odd concept. It is also, regrettably, misunderstood What happens when
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I hate DRM. A lot. And while I started off hating DRM because of the ways it restricted fair use, the more I worked on the issue, the more I
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In my novella Unauthorized Bread, I explore how "smart" devices can be turned into rent-extraction services, enabling firms to convert the property we own into systems that we license, with
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THREAD #ELOP "THE BIG PICTURE"Keeping concrete structures safe, sustainable and financially viable. The world’s first rolling, ultrasonic scanning solution for concrete inspection Elop is a green-tech company that has developed
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So apparently the studio thinks a standalone #Superman movie would be impossible to make nowadays, and as someone who spent many a day in childhood running around the house with
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Long awaited $FISV investor day took place today. The 5 hr long deep dive, 100+ pg presentation did not disappoint! Some initial reflections here to augment prior musings, more to
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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
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Frankly, it breaks my heart to see so many people I grew up with--who I have such incredible memories with--peddling disinformation meant to undermine faith in our election. A THREAD
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