#Companies

Dave Nemetz

davenemetz

1/ Digital media companies can only win if they own the customer relationship and monetization on their own platform. They must be direct-to-consumer first companies.Here’s a thread on a key

Casey Michel 🇰🇿

cjcmichel

THE U.S. JUST BANNED ANONYMOUS SHELL COMPANIEShttps://www.nytimes.com/2021/01/01/us/politics/senate-override-trump-defense-bill.html Pardon the all-caps, but the Senate's veto override today means that the U.S. A) just eliminated the pr

Stratus Young

StratusYoung

If you're in college and/or want to do fundamental research for HFs/AM firms/whatever else, read this thread. Before doing anything else, start by reading the classic investment books: Intelligent Investor,

megan squire

MeganSquire0

After being banned from Dlive, white power streamers are implementing a host of bubblegum+duct tape solutions, some involving increasingly “niche” platforms. Others are trying to roll their own solutions. This

Patrick Heller

prpheller

Out today: Risky Bet - National Oil Companies in the Energy Transition. We dug into how NOC plans for new spending could impact global climate goals, and their economies. https://resourcegovernance.org/analysis-tools/publications/risky-bet-

Return on Capital

CapitalTalk2

1/ Quick thread on intrinsic value...How should we define intrinsic value? The academic view is the following: It is the discounted value of the cash that can be taken out

Jesse Jae Hoon 🌹

jessejaehoon

In my public school World History class, we spent a week on the Mayflower and never got to the Holocaust – most of the WWII education we got was about

Christopher Seifel

SeifelCapital

Why "Growth" stocks have, and will continue to, outperform "Value":Three structural market dynamics will continue to cause Growth stocks to outperform Value:1) ZIRP (low rates)2) Fed Put3) Business CyclesMy take

Dividends 💵 Dad

DividendsDad

Let's talk the 11 sectors of the stock market. Why are they important in building your portfolio? What are the big names in each sector? What dividends are these companies

Toronto Star

TorontoStar

This CEO has locked into a multi-year lease for his 10,000-square-foot head office, which costs hundreds of thousands of dollars.But because his staff prefer working from home, the office will

Amy Qin

amyyqin

How did Disney, one of the savviest companies when it comes to operating in a China, get caught so flat footed? Our deep dive on the Mulan controversy, w/@brooksbarnesNYT Disney

kateelder

kateelder

We truly need a global solution to ensure equity of access to future #COVID19 vaccines. Some questions to @gavi @WHO @CEPIvaccines on the #COVAX Facility that we can't seem to

Max Weinbach

MaxWinebach

So here's my hot take: The Samsung S-series phones don't need to be cheaper, Samsung just needs better A-series phones. Any company can get away with $1000 for premium phones.

NCITE - A DHS Center of Excellence

NCITE_COE

We have over 50 researchers from 18 universities in our consortium at @NCITE_COE. Each is an expert on subjects of extremist violence and radicalization - sadly relevant topics on this

Jugurtha Hadjar

jugurthahadjar

0. Form:0.0. It pays to provide services through a company. Companies write large checks to companies without blinking; not so large for individuals. 1. Contracts:1.0. Get a lawyer to prepare

DawsonSField

DawsonSField

Follow the money, it often leads to the explosives, illegal arms deals, corrupt banks, & Swampy politicians. #BeirutExplosion #ButNothingsHappening https://twitter.com/OCCRP/status/1296842313826795522 A Russian operator, explosives from

By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.