#Positioning

Sam Trabucco

AlamedaTrabucco

The most popular narrative surrounding the crypto rally for the past few months has been clear and consistent: U.S. institutional buying is fueling everything. And I agree that this narrative

Juliette Kayyem

juliettekayyem

THREAD ON REPUBLICAN GOVS AND NEW MASKING RULES: Last night, Iowa's Kim Reynolds became another Rep. Gov to go from "never" to "now" masking rules since Biden won. Rep. Iowa,

Eric Seufert

eric_seufert

Lots of FUD being dispensed regarding IDFA deprecation. Here's what I think changes in the post-IDFA world: (1/X) 2/ There is no room for MMPs in this new paradigm. Google

Managing Barça

ManagingBarca

@sidlowe, who watches the games as a journalist in empty stadiums, made some really interesting points about Barça on a recent episode of @tsf_podcast. He noticed some things this year

Clay Staggs

claystaggs

So a few years ago, I was fat, out of shape, & miserable in my own skin. My doctor wanted to put me on a third prescription because I kept

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midwingba

Aaron Wan-Bissaka is the worst RB in the Premier League. A thread:Watch this space. The fullback role has evolved massively. In the modern day, fullbacks are expected to be much

Barry W. Enderwick

thebarrywe

1/ I want to provide a bit more color around my reply to @JuiceboxCA's tweet last night about @tiktok_us response to @instagram announcement of Reels. To be clear, while I

Brother Eddy⚡

waronweakness

18 PAINFUL TRUTHS EVERY 18 YEAR OLD NEEDS TO KNOWWhen you're 18 you're free to live life however you want. But the plan you've likely been given is a plan

#ASRnow

ASRomaNow

I’ve watched yesterday’s game over again, like I usually do and I always break down the game from a tactical point of view with my buddy(Milan fan but he’s a

Poppy McPherson

poppymcp

The situation in Myanmar is now very tense. Ruling party lawmaker Zin Mar Aung said police were patrolling the parliament compound and there was a need for caution."We cannot pretend

Tony Aaron II

TonyAaronII

.@HBO The fuck? Where is "The Little Things". It's 3 AM. Your search feature has crashed. My entire schedule was built around this. Make the shit live so I can

Rahul

halfspace8s

Chelsea vs City analysis: A THREAD City completely dominated Chelsea at the Bridge and it was a Pep masterclass. So far the best performance this season, defensively solid, attacking wise

Eric Seufert

eric_seufert

Personalized ads are a public good. Apple and Google are throwing the baby out with the bathwater by dramatically impairing the personalization of advertising on the mobile web and in

Sk Nasim Akhtar

Nasimmm11

Hyderabad FC have already made two major signings in Joel Chianese from @PerthGloryFC and Halicharan Narzary from @KeralaBlasters.This thread will look at Narzary's abilities and what can he bring to

Lyall Taylor

LT3000Lyall

Australian iron ore producer Fortescue (FMG AU) is a great example of how value investing often works in practice. In 2018 the stock was trading for A$4. It was cheap

Patrick

Patrick_Invests

$SPLK While the ticker is still hot, I reread the brilliant (hindsight is great) UBS sell call from late October. A couple of key quotes related to competitive positioning and

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