#Thesis

Eric Laurie

EricLaurie

After reading this piece in The Athletic from @Ankaman616 on Manchester United & their lack of risk taking, I was inclined to look a bit deeper into their underlying numbers

🅐🅧🅘🅞🅜 🅡🅔🅟🅞🅡🅣™ 🌎

AxiomReport

A THREAD: Who are the Democrats?A political organization or an organized criminal operation?Want to understand how the left became the evil they are today? Here are just a few quotes

InCausaPro

InCausaPro

$NOVN DD Thread: —> Title: A comparison of correlation between Aspire CF, Remark Holdings and Novan Inc - Investment choices, a network of hedge funds and the possibility of synchronicity.(DISCLAIMER:

Karen | #영원히 함께_인피니트∞

ifntmyeongie

How was INFINITE affected your life in the past 10 years? (A thread) Even though I haven't known IFNT since debut era, it still feels like I have grown with

Durable Investments

retaox

There's no denying that creator economy and omni-channel commerce are on the rise. Cloud providers provide the picks and shovels for this new world in the making. Participating in this

Mostly Borrowed Ideas

borrowed_ideas

1/ Notes from @mjmauboussin episode at @InvestLikeBest Anyone who has been following me for a while knows I'm a big Mauboussin fan. In this episode, they mainly discuss about his

Anthony Ohayon

AnthonyOhayon

I post a lot of charts of my core holdings, but, I thought I'd do a thread of trades I am looking at! Lot of good set ups. Some could

Claire Berlinski.

ClaireBerlinski

Do Pandemics Promote Peace? https://www.foreignaffairs.com/articles/china/2020-04-23/do-pandemics-promote-peace?utm_medium=social An interesting (and plausible) thesis; and if he's right, this pandemic is a blessing. However ghastly it is, it is

Pálma Polyák

palmapolyak

Former Commissioner & austerian-in-chief Olli Rehn's Keynesian turn is remarkable indeedhttps://www.ft.com/content/05a12645-ceb2-4cd5-938e-974b778e16e0I think Finland's (forced) shift from foreign to domestic sources of growth c

Asha Rangappa

AshaRangappa_

THREAD. Great, question, @JoyAnnReid! I had the same question. And for an answer, I *highly* recommend "Let Them Eat Tweets," by @Jacob_S_Hacker and Paul Pierson, which gives a clear, if

Adi Soglowek

pbcinc

$EFCN.TA is a tiny Israeli high ROI capital allocation story, vast TAM, Global #fintech monster in the making, led by a capable, shareholder-friendly, first-class Owner Operator team offering potential 26%

KP

thisiskp_

A lot of founders I speak to are very attached to their MVP or v1They often feel proud of it and hang onto it despite signs that it isn’t giving

T. Greer

Scholars_Stage

There is a common theme to disaster response in 20th century American and European history. It goes like this: worse than the disaster will be panic and disorder. Our number

Alina Chan

Ayjchan

tldr RaTG13, the virus most closely related to SARS-CoV-2 was discovered by the WIV in a bat cave in 2013 where 6 miners contracted a viral infection leading to severe

Adriano Feria

AdrianoFeria

"#Bitcoin and #Ethereum do not compete because they have completely different purposes."I hear this from a lot of people, but I also hear that they DO compete from an

Karlo Basta

KarloBasta1

1/ I'm retweeting this because it resonates with thoughts I’ve been having over the past few days about how class and social privilege play out in academia. And especially the