#Investors

Darren 🥚

ReformedTrader

1/ The Rise of Carry (Lee, Lee, Coldiron)"Different forms of financial carry have always been central to modern financial systems."A problem arises when those that do not have the balance

Dan Held

danheld

1/ Why Bitcoin may be going through a "Supercycle"This time is different: COVID, Gold 2.0 narrative, institutional herd, and ease of use have set a new stage. Instead of a

Neckar

NeckarValue

A good time to revisit that time when legendary trader Bob Wilson got caught in a short squeeze called Resorts International (which Forbes at the time called “the most catastrophic

George Tziralis

gtzi

Thirteen years on, we have been on a mission – to help ambitious Greek founders build world-class technology companies. Today, we are excited to reiterate our mission and announce the

SandeepParekh

SandeepParekh

The case this week is from India and is interestingly connected in more ways than one to the one we discussed last week from the US. It's the bank nationalisation

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BhagwaanUvacha

#PakistanEconomy #TrainCrashInSlowMotionDespite low living std, pvt consumption in Pakistan is 82% of its GDP (same for last 3 years!). GFCF/GDP, which shows investor’s confidence in the future is DOWN from

Brian Roemmele

BrianRoemmele

1/ For the last month I have been plotting out the residual effect from the 2020 Pandemic.I studied past pandemics particularly 1919 and have ideas.I feel it useful for the

Sahil Bloom

SahilBloom

Second-Order Thinking 101We live in a world of complex systems that punish simple, linear thinking. The greatest minds consistently use second-order thinking to solve problems.But what is "second-order thinking" and

Kenneth Monahan

Foudroyant

So... for a Friday afternoon break from actual work, I'm going to tweet out a thread about another large corporate entity financed from the Arabian peninsula that came to grief

michaelsidgmore

michaelsidgmore

1/ The Index-ification of the Alt Investment Universe.Who will be the category-defining companies of the alt space?Thread belowCheck out @GoesAlt post #2 on Substack for what will define category leaders

Kirtan A Shah

KirtanShahCFP

A basic premier on the banking sector, demystifying commonly used terms,CASA Wholesale Banking Net Interest Income (NII) Cost of Liability Advances Growth Gross v/s Net NPA Provisions SLR/CRR Capital Adequacy

Mijente 🐜🐜🐜

ConMijente

Peter Thiel effectively trying to buy a Senate seat for Kris Kobach is worth reflecting on.Thiel’s millions helped to elect Trump. As 150,000+ people have died & the economy has

try jesus, don’t try me

zarimx

Beginners guide to Roth IRAs and index investing: A Thread So before I start, I want to say there are many different types of investments (real estate, stocks, bonds, mutual

Nikhil Jois

nikhiljoisr

Notes from a 'Selling Value/SaaS sales' conversation workshop conducted by @ku1deep and moderated by @sahilk on @SmolCoach (Disclaimer: errors and ambiguities are mine. The conversation was amazing. This is an

Arjun Badola

badola_arjun

A thread on the book 'The Thoughtful Investor' by @BMTheEquityDesk Before we get into it, if you want a pdf of this thread then please do join into my email

Lydia DePillis

lydiadepillis

Happy Saturday. It’s 169 days since the CARES Act passed. As Congress dithers on another relief package, I want to show you what the stimulus has done for people, from

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