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Funfintweets
funfintweets
Thoughts on growthI find the investors typically heavily underestimate multiple contractions + expansions in their theses. If your thesis is that the narrative will actually change as new better/worse results
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Alex Feinberg (Sustain Gluttony)
alexfeinberg1
The Difference Between Corporate Work & Competitive Sports, and Why Many Struggle Transitioning (Thread):We were told the real world would be like sports. Survival of the fittestSounds great to a
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breakingthemarket
breakingthemark
Some of the takes lately on short sellers have been exaggerations of reality in my opinion. Short sellers serve an important roll in the markets. They dampen out volatility because
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Edward Ongweso Jr
bigblackjacobin
Lawmakers should start looking into municipalizing UberLyft. If the ballot measure fails, they're looking at wage claims and labor costs that'll eclipse market cap. Last ditch effort to stay afloat
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Dr Anna Jerzewska
AnnaJerzewska
The thing is most, if not all, of these companies have in-house customs teams. Specialists well versed in customs and other non-tariff barriers. They probably prepared an impact assessment based
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S-Curve Capital
S_curvecap
1) My investment philosophy: I invest in companies earlier in the S-curve that are winning their markets and can grow FCF per share at high rates over 3-5 years. 2)
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Sian Conway - Ethical Marketing Strategist
SianEConway
I've tweeted a lot about Oatly since they took investment from Blackstone - it's a really interesting case study in the flaws of "conscious capitalism" and their new advert proves
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Jeff Fischer
FoolJeffFischer
Thoughts I've shared with new investors: 1. View the stock market as a savings account that you keep adding to. Regularly invest money you don't foresee needing for at least
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lazymillennial
lazymillennial8
« Major companies [...] have all expressed concern that the trend could reverse, with a crackdown causing Chinese companies to move their listings to HK or countries where investor protections are
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Patrick McKenzie
patio11
I would add "Substantially improve hiring technology such that many engineers who are adequately trained as of 2020 successfully get job offers at tech companies", where "technology" is inclusive of
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Daniel Ahmad
ZhugeEX
Nintendo has acquired Next Level Games. Nintendo is extremely conservative when it comes to M&A with its last major acquisition being Monolith Soft in 2007. So why did Nintendo acquire
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Laurie Adkin
LaurieAdkin
The Financial Post reported on December 7th that “at least 68 Canadian companies have continued to pay out billions in dividends to their shareholders” while receiving the Canada Emergency Wage
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Hintman
HintMan
1/ I just want to point out that the same major US, UK and other companies coming out in solidarity and support of #BlackLivesMatter , are completely silent about
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𓍼amy⨟𓍯 SHINEE’S BACK
faeriehwa
if bighit were buying out small groups who they thought had potential it would be fine, but they’re buying out artists who’ve already established themselves independently, and will be directly
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Rasmus Kleis Nielsen
rasmus_kleis
On Trump & platforms: A decision can be welcome and still illustrate problematic situation3 Qs. 1) Consistent enforcement? Companies are often wildly inconsistent in when, where, who they enforce against.
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𝕮𝖍𝖎𝖗𝖆𝖌 𝕯𝖆𝖘𝖍
chiragdashj
Chemical Companies focussing on import substitutions with significant opportunites awaiting them in export market. Global players de-risking their sourcing strategy would propel growth going forward. India accounts for only 3%
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