#Thesis

Wiseman Capital

CapitalWiseman

The $47B SMB public cloud spend market is a focused opportunity for new IPO Digital Ocean $DOCN, with attractive valuation in a competitive marketPrice: $44.34Market Cap: $4.6B52 W L –

Zero HP Lovecraft 🦅🐍

0x49fa98

We have need of a supreme antidote to realism. "I am a rational person" — has a rational person ever believed this? Strictly rational or empirical theories of knowledge can’t

History Under Your Feet

HistorifyToday

Today is the Jayanti of G.N. Ramachandran, another of the great Indian scientists of modern era, known for his discovery of the collagen structure.And apart from being a scientist of

Growf

pinchedforgrowf

Did a tour through the RBLX S1, and couldn’t resist jotting down what I learned about an amazing business and company that I think is among the most interesting in

VIVEK

vsvivek93

The power of online writing and blogging is that it compounds. After re-reading this piece of @cdixon, I decided to just glance through his archive. Ended up reading almost

Tiho Brkan

TihoBrkan

1/ Thread on the US technology sector. $QQQ $XLKEvery man & his dog know tech is outperforming other sectors, the market cap of several tech companies has exceeded the GDP

Jill Carlson

jillruthcarlson

In case you missed it, yesterday Goldman published a research piece on inflation, gold, and bitcoin.*deep breath*Some thoughts... When I worked at Goldman the running joke amongst those around me

Sayshu Medicherla

Sayshu_MM

Took the weekend to revisit and write down my #cannabis thesis. Company commentary at the bottom. $AYRWF $GTBIF $VRNOF $TCNNF $CRLBF $CURLFBest ETF: $MSOS(This post is not investment advice) TL;dr:-

t e q | ceo of loving nico di angelo

existentlqueer

a semi-controversial(?*) shuake thread, regarding two things i've been meaning to talk about: shuake canon, goro's canonical feelings for akira & what the true ending of royal actually means*(controversial only

Willem Middelkoop

wmiddelkoop

ThreadSo what is a Big Reset?Probably not a one-time event, but a series of important changes coming to the International Monetary System (IMS), which started in 1944 (Bretton Woods Conference),

Dr Raul Pacheco-Vega

raulpacheco

Having now finished reading "Bird by Bird" by Anne Lamott, I am now ready to write the thread I was thinking of, comparing memoir-type writing advice books. So buckle up,

Ram Bhupatiraju

RamBhupatiraju

I guess there's a reason for why IE-commerce so much. These lessons are as important as the returns.Sharing with few Fintwit friends. @saxena_puru @FromValue @dhaval_kotecha @richard_chu97 @adventuresinfi @BahamaBen9 @TMFJMo @7Innovator

Cory Doctorow

doctorow

"It was in the summer of 2020 when financial capitalism finally broke with the world of real people, including capitalists antiquated enough to try to profit from producing goods and

Feminist City

feminiscity

WOMEN + PUBLIC HOUSING: Women under Fire: Public Housing Activism in Los Angeles - Jacqueline Leavitt (1993) https://www.jstor.org/stable/3346732?seq=1 Resident Activism in Public Housing: a case study of women's invisible work

Thomas M Keck

tmksyracuse

Joshua Braver is out with a thoughtful new paper on history of Court-packing in US. I highly recommend, though I remain unpersuaded by its central thesishttps://papers.ssrn.com/sol3/papers.cfm?abstract_id=3483927 Braver defines Court-packing as

Garrett🌟⭐️🌟

SportsBraaa

This is a time for understanding. There are 19 countries that have closed their borders, most of them are in Europe. They have a strong military presence. The US sent