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Patrick OShaughnessy
patrick_oshag
1/ GameStop is one of the most fun businesses to study for both its success and failure. Relative to other specialty retailers, it dominated up until the financial crisis, but
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Starting to collect important questions for 2021 and beyond in this thread. Please send questions you are interested in too!1. Will demand for compute continue to double every few months?
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Woods thread to be added to the rest of the year. Hopefully these will cause a few people go to the woods that wouldn’t have otherwise. Found a tree down
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For the last year at @OSAMResearch, we’ve been building. Excited to share this new post that shares the lessons we've learned. We now believe the future of asset management will
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