#Thesis

Talbott

talbottzink

Linde $LIN recently merged w PraxairI have great respect for Artisan Partners' global equity, and they talk Linde frequently. Here's the recent thesisLargest in an oligopoly. Strong bargaining power +

balajis.com

balajis

Thesis: in twenty years, you won’t know what most people look like other than people you’ve met in person.Everyone goes to avatars and pseudonyms to protect privacy. Already happening, especially

RS

rs3688

1) Pushpay ( $PPH ): LT Winner at an Attractive PriceExec Sum: - Clear leader in faith-based giving capitalizing on digital adoption - Strong value prop for customers with LT

Ellie Frost ❄️

BlockBytch_

1/ “Bitcoin is better at being gold than gold” - SkyBridge Capital @Scaramucci 's SkyBridge Capital released their investment thesis for their new Bitcoin Fund LP. They go a step

Dr Jonathan Downie

integlangsbiz

Why PhDs in interpreting are vital and yet risky. A thread #1nt #research #subtweeting First off, what is a PhD? Most people think PhDs are about tiny theoretical details. They

Shaun Cammack

shaunjcammack

My MA thesis on the Evergreen affair is finished and accepted! I'm trying to figure out how to best share it with folks, but for now here's my main takeaway.

SirBaby

SirBaby6

Long HY bond idea: $CURO Secured '25s 9.5% YTW. Payday lender w US (75%) & CAD (25%) operations. Net debt $600M vs. $200M EBITDA & contract to sell virtual lease-to-own

David Jr Stock Forte

thedave2006

Investors always ask me how I am able to get picks, seemingly early.1) Daily Top % gainers, losers, volume lists2) See, hear it on SM or on BNN/CNBC3) Do some

Mat Sherman

Mat_Sherman

In a world where "learning how to code" was the ideal narrative for success for people wanting to break into tech, enough people took that advice where now opposite is

John Allspaw

allspaw

An excellent overview of @LauraMDMaguire's dissertation ("Controlling the Costs of Coordination in Large-scale Distributed Software Systems") is on the Resilience Engineering Association's site. Will give the url after som

Lewis Goodall

lewis_goodall

Correctives to the rule breaking thesis form ONS. Latest data suggests:-96% using face coverings -93% avoiding physical contact with others -65% only leaving home for work, exercise or shopping (highest

LST

LongShortTrader

Today: Tesla will join the S&P 500Few days ago: Cathie Wood’s Ark Invest Rocked as Shareholder Seeks Control https://www.bloomberg.com/news/articles/2020-11-16/takeover-battle-emerges-for-cathie-wood-s-ark-in-stellar-year https://twit

balajis.com

balajis

Over the last 25 years much of the world was uploaded to the internet in the equivalent of plain text. Real names, faces, houses, addresses.For a brief moment everyone could

Jason Choi

mrjasonchoi

Retails are coming to DeFi.Core to my 2021+ DeFi thesis is the idea of vertical and horizontal integration as platforms fight to retain this new inflow.This can happen in a

SirBaby

SirBaby6

1-pager on a bank I like. Not exciting & too much jargon. More hoping it helps people think about how to evaluate a bank, beyond simple metrics (P/E, P/B). If

Funfintweets

funfintweets

Thoughts on growthI find the investors typically heavily underestimate multiple contractions + expansions in their theses. If your thesis is that the narrative will actually change as new better/worse results

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