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Vaibhav Kabdwal V.K
VaibhavKabdwal
(1/n) A thread on why #Gold is a must to have in your portfolio esp. in #India.Apart from the stark difference between India's and China's real yield, this graph is
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Murali Shankar
Muralishankar_
Some bubble thoughts It's the season of calling bubbles. I don't claim to have any special insight on the market. I'm in this day and age, one of those endangered
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modest proposal
modestproposal1
Want to expand a bit on this thought, and try to synthesize some thoughts going through my head.https://twitter.com/modestproposal1/status/1246099863575633921 Prior to covid, I had a conversation with one of my smartest
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Yellow Lab Life Capital
YellowLabLife
Thinking about the role of sizing in a portfolio. Some PM's size on conviction (not valuation, but quality of thesis, set up, path to getting paid), others purely on valuation
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Bobby Fijan
bobbyfijan
For ground-up development the "NOI Margin" & "Operating Expense Ratio" (mathematically related) are very important. In fact, other than the Return on Cost and the Rent/SF, it's probably the MOST
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THE Rick Lowe | Dad 👊🏻 Entrepreneur💡 Mentor
thericklowe
HOW DO YOU SPOT A LIAR?With as many anonymous accounts, as regular accounts on Twitter, sometimes it’s hard to tell who’s real, and who’s not. Here are some of the
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Pat Stares At Yoshi Being Fired Into Space
PatStaresAt
Now that I have a little more time, I'd like to go into detail as to why this is such horseshit. -39 Seconds- The implication that the PC release was
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Neckar
NeckarValue
A few notes on professional poker players and parallels I see with investors from the book The Professor, the Banker, and the Suicide King (about a series of high stakes
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Elizabeth Yin
dunkhippo33
Random musing this AM: structured data on startup investors. Something that has plagued startup ecosystems for so long is entrepreneurs simply don't trust investors. (I know - I was/is one
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DeFiGod
DeFiGod1
1/ New AMM @BreederDodo (intuitive name) launched recently. Claiming they solved impermanent loss. Most people don't really know what IL and frequently describe it wrong. So I'll clear it up.
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YoreMTG
YoreMTG
Thread: For anyone wanting some insight on whats going on with Gamestop stock and hedge funds.Before I start I want to mention that I am a regular WSB user for
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No Beer Left Behind
nobeerleftcast
Thread 1: If you've been following Wall Street these past couple of days you've likely heard several stories about the GameStop (GME) short squeeze that's actively taking place. You've probably,
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Fundoo Professor
Sanjay__Bakshi
Very valid points made by you. In the class, the example is a bit more elaborate. For example, I include "hafta" as a necessary expense. Now let me try to
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Zeeshan Syed
zeeeshansyed
Having a proper investing style is a culmination of WHO you are and WHAT you want to achieve.It's about the alignment of your Goals with your Personality which is unique
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OddsTrader
mr_c23h
I won’t lie. I get being a professional trader comes with friends and what not messaging and calling you regarding anything that happens in the markets. I get it. That’s
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SPAC Shack
ShackSpac
Many of us have been at this SPAC game for < 6 months. When you see someone posting about 3-4x gains, don’t get discouraged if you can’t say the same.
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