#Thesis

Brenchley Capital

BrenchleyCap

It has been a while since the company gave an update so I’m just reviewing my #NCYT investment thesis.Key takeaways from recent updates:1) Debt free, cash richCash at 30 June

Dr Colin Keogh 🛠

ColinJ_Keogh

1. #phd Vivas are scary, preparation is key. Inspired by a recent pre #viva chat, here are some of the questions I prepped which massively help me during the #Defence,

Brandon Beylo

marketplunger1

Rightmove (RMV) is one of the decade’s top-returning stocks. Investors have generated a +1,500% total return!Studying the Super Stocks of the past helps us spot future Super Stocks today. Here’s

Jon Quast

TMFJaguar

Last week, I said you shouldn't sell a winning stock just because it's too much of your portfolio. That resonated with many people but some said you should sell "if

Gold Ventures

TheLastDegree

#silver #gold will take off whenever this positioning game is done.Given the extremelly positive fundamental backdrop & newsflow, it's clear it's not done yetWe made easy money being lonely leveraged

Thibaut J.

ghastpics

The Dream fandom is one of the only communities actually using internet codes like /j and trigger warnings. Let me be clear on this: using internet codes shows social ineptitude

EPPS Lab

eppslab

Congratulations Nick Anderson @MrEelgrass on your successful MS thesis defense on eelgrass monitoring!!! @UNH_GradSchool @NHEPSCoR @COLSA_UNH @NHSeaGrant @PREPCommunity Eelgrass provides essential forage and habitat for fish and other coast

Matthew Yglesias

mattyglesias

Chait on charter schools. I have some points of disagreement but agree with the parts of this that will make people mad.https://nymag.com/intelligencer/2021/01/unlearning-democrats-answer-on-charter-schools.html Because I'm obsessed wit

Capel Lofft

CapelLofft

I want to defend the merits of being conventional, respectable, orthodox. No society can bind itself together without basic customary standards of behaviour, & most people require stability as a

Biotech Jim

JamesEKrause

Some may say that $FSDC is an undiscovered SPAC. My view is many keeping quiet. Figure sent to me from Nik Tzoumas from "Revisiting ,,,CFH in AMD", CFH mutations in

John

veganthranduil

Thinking about Lieutenant Hodgson and hunger. Like, how he ist he character to consistently display the most intimate relationship with hunger—not the concern of the other officers about the mathematics

balajis.com

balajis

Can we quantify the negative impact of quantifying popularity? Many have observed that teens are growing up in a world of quantified popularity. What was opaque in the 90s is

Kenneth Rockwood

Krockdoc

Great question. Most key trials preceded the Clinical Frailty Scale. @GrahamEllis247 will know best, but here’s my read. (A 7-part thread; forgive me.) Back in the late ‘70s (when I

S-Curve Capital

S_curvecap

@scuttleblurb said below in chat w/ @LibertyRPF - I come back to it often (as a bull on ZT security vendors). While secular trend is obvious & cloud native cos

Ron Butler

ronmortgageguy

Canadian RE Bears: Just Wrong? To paraphrase Kermit: its not easy being a RE Bear Particularly in some big Canadian cities Prediction is a crap business at the best of

Victor Ferguson

VictorAFerguson

1/6 Interesting. When the US pulled out in 2017 the idea of China joining was floated. I'd just written a thesis on the SOE chapter (17), and felt sufficiently skeptical

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