#Thesis

SBF

SBF_Alameda

1) Better is Bigger, part 2:No really, better is actually bigger.https://twitter.com/SBF_Alameda/status/1337250686870831107 2) NOT INVESTMENT ADVICE 3) The core thesis of Better is Bigger is basically math: that the scale of

Kyle Kukshtel

kkukshtel

OKAY - We're talking about publishers again and people are rightfully annoyed. Pubs are often VERY opaque about what they want and when, so instead of waiting for an answer

msdemonsterrat

jademontserrat

Taking part in this on Wednesday (the title prompts me to read Greene’s if the same title again which I enjoyed) and thought I’d preface it with some of the

Thought Across the Bow

ThoughtBow

A thread on short squeezes, Gamestop (GME) and value unlocks. 1/Y/D it was announced that Ryan Cohen became a 9% holder of GME. Shares ripped over 40% in a couple

The Investing Principles

TheInvestingPr1

I've long been a Honeywell, $HON shareholder. Despite having read all annual reports, I found Dave Cote's new book one of the best reads in 2020. h/t @GWInvestors I was

Ali Afridi

AliKAfridi

New Post: A compilation of Mental Models that can be leveraged for startup & venture thesis ideationhttps://medium.com/@AliKAfridi/systematic-ideation-for-startups-venture-theses-77b672ac1ae1?sk=ce4fb993462e84b48b5c16c08d3abb4e Since 20

Hardy AIM 🎯

AimHardy

#RENE Totally agree $CDAK are around 18months further advanced in the development of Exosomes (delivery vehicle)#RENE Mcap= £60m$CDAK MCap= $591m3 Companies evaluating RENE's platformCurrently snowed under with demand off other

Jacob Chapman

weebservations

You know, now that DARLING in the FRANXX has finally tipped its hand as right-wing propaganda (I fucking called it), it's interesting to see how it contrasts with our Western

Gautam Govitrikar DMD

Gautaamm

#thread From a very young age, whenever I would lie down, I would get a dry cough. Occasionally on eating butter chicken at Avishkar (Green Park and Raviraj pale in

Jose Jorge

josejorgexl

And the series continues!Last week was about the history behind one of the greatest discoveries of all times: Gödel's theoremsToday, I'm going to explain those theorems along with some misconceptions

Ram Bhupatiraju

RamBhupatiraju

Coffee Cans & Multi-baggers.Reflecting on a concept that helped me a lot over the yrs & the gains it produced in some po's.What do u have in your coffee cans

Matthew Ball

ballmatthew

A thread on my most-read essays of 2020 and my thoughts 3-11 months later. Thank you everyone for the reads, feedback, support, follows, notes, edits, gripes, responses, more! #1: 7

Anna Gifty is on IG and says #SACE2021

itsafronomics

One hundred years ago, a 23-year-old Black woman changed the course of history forever.In @TeenVogue, on her birthday, I honor the legacy of Dr. Sadie Alexander and why her becoming

Akala

akalamusic

Nope... they’re more interested in pretending that the children of University educated West African civil servants doing better than the children of yorkshire coal miners (and English-Jamaican plumbers for that

Value Downunder

DownunderValue

Treasury Wine Estates $TWE $TWE.AX is a global premium wine producer, owner of Penfolds Grange – a collector’s item. Recently it has been hit hard by Covid-19 and China-Australia trade

Dr. Alexander Hamilton | Alter Ego: AHAM

DrAlexHamilton

1/25WHEN MORALITY BETRAYSI am no Democrat. I am no Republican. In general, I am not of the perspective that there is any salvation for black people in politics. To the

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