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Pythia Capital
PythiaR
So basically (if I'm reading this right) $GFL did an IPO in order to delever so that they could get their hands on 2 big assets they knew were coming
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Gideon Yago
gideonyago
A couple thoughts on the passing of Sumner Redstone, my old boss and the mogul behind Viacom/MTV Networks. There is a gaping hole in his obituaries right now and it
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Christine Benz
christine_benz
From today’s @WSJ “[Robinhood] differed from most major brokerage firms in a critical way: It wasn’t part of a well-funded colossus that had myriad sources of cash and sprawling compliance
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Ian Bezek
irbezek
Some thoughts on $SQ and its dramatic overvaluation. 1/ Square is around 60% payments revenue today. Post-IPO Square's payments business has struggled, generating weak margins and losing many key customers.
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Alpha OmegaEnergy "The Energy Kraken"
AOECOIN
Something most don't understand about Trump & Epstein.Trump is a 5 Star hotellier. What is the JOB of a 5 Star Hotellier? It's to wine, dine, sell to, market to,
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Chasse Rehwinkel
chasserehwinkel
For whatever reason *COUGH* GameStop *COUGH* I'm getting a lot of questions these days about what actually is a hedge fund. So I figured I'd just provide a quick primer
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Joey Gaskins Jr.
JoeyGaskinsJr
Thread: The Government of The Bahamas (GOBH) has begun talks with the British government to establish a new economic partnership agreement (EPA) between the two nations. Why is this important?https://twitter.com/JoeyGaskinsJr/status/1288544
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Alex Hillman @Home 💛🏡
alexhillman
Okay some folks are like ‘wait, what exactly does your wife do and why do you have so much food in your kitchen right now?”At @mjwhansen’s suggestion, a quick thread
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Tony Rodd
TonyRoddUK
Lots of talk of opening dates for hospitality and leaked “rumours” from the press. Not only does this cause extra anxiety for business owners and operators, but it also creates
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Ali Davis 🏳️🌈
Ali_Davis
I mailed a package this morning and I got some tea straight from a deeply frustrated postal worker. Louis DeJoy only took over in June, and she says she's never
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Mario “I have a model for that” Platt
madplatt
In the Challenger accident report, the “information environment” was found to be a significant contributing factor to creating the conditions for the costly (money & lives) consequences.Can the information environment
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Cory Doctorow #BLM
doctorow
Kroger is one of America's largest, most profitable grocery chains, with $2b in profits in '19. Ohio just gave it a 15-year, 75% tax subsidy in exchange for locating some
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Faisal Islam
faisalislam
The Starmer economic speech is important moment for macro policy...With new administration in US “going big” on fiscal stimulus, borrowing rates remaining super-low - Opposition could choose to lean further
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Tarek ⚡️
tareksales
Are you looking to sell to another business?There's a nice cadence you can use to get to close.First find the decision maker of the department you are trying to sell
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Rick Honkter
honkter
A quick update about what people like to think of as "the market": three different multinational insurers confirmed to me over the past weeks that they are not making any
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Tricia Pendergrast
traependergrast
The sentiment right now that I'm seeing a lot of is 'thank goodness for the vaccine, now things can return to normal' and while that is a completely understandable sentiment,
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