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bullnbaisse
bullarbaisse
1/x Short thread on compounders and selling winners. I was inspired by Howard Marks latest memo released earlier today. Hopefully provokes some thought into current >20x sales valuation environment. Oh
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Josh Schultz
joshuamschultz
The problem for many of the businesses I have talk to lately is not generating demand for product and services, but having the resources and ability to capture more of
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Arash Kolahi
ArashKolahi
Among the most pervasive lies about capitalism is how capitalism rewards workers.Capitalism does NOT reward:• Productivity• Value• Hard work, effort, sacrifice or duration of workAs we will prove, these lies
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Garret Wassermann for PA 🌻
VoteGarret
Today is Juneteenth, the day in which the last of the Black slaves was released in Texas after the end of the civil war.The national black caucus of the Green
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Katie Moussouris (she/her) is getting vaccinated
k8em0
Entrepreneurs often tell people to go start their own companies, that it’s the only way to go if you want your big dreams to become bigger realities.Fact is, it sucks
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Shared Ownership Resources
ResourcesShared
A thread on the @HousingMagazine article – below - outlining housing associations' responses to Gov proposed reforms of #SharedOwnership.1/8@Gavhollander https://www.socialhousing.co.uk/news/news/government-proposals-on-shared-ownersh
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Chris Murphy
ChrisMurphyCT
THREAD: Yes @ABlinken and Biden’s national security team have loads of experience, but they are open to new ideas.That’s key, bc U.S. foreign policy has become dangerously sclerotic, and progressives
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RMT
RMTunion
January 2020 - @RMTUnion releases results of survey of Tube cleaners: 68% struggle to make ends meet; 76% said passengers would benefit more if their jobs were brought in-house; 91%
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Tobi
Einsteinstrasse
Simplified TDG biz model Bull thesis is simple, just read the investor day. Super long duration monopoly positions across 300K active SKUs with massive pricing power in the aftermarket. TDG
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Stephen Punwasi
StephenPunwasi
It is INSANE is bringing back prisoners as slaves for private companies.They argue prisoners producing goat milk for export to China is "rehabilitative."Experts say it's a lie, and it
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Maria Napolitano
maria_regina39
so this article is basically an ad, but that doesn't mean the criticisms of amazon/audible are invalid.https://twitter.com/librofm/status/1287833557784649728 exclusivity with amazon/kindle/audible can be rewarding or productive for an a
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leChuck the halls with boughs of SheRa
SheRa_Marley
A thread of ways to a give a charity donation at xmas as a gift: please add your ideas belowThis is great: a certificate for Refugee Community Kitchen, which tells
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Elizabeth (Bit) Meehan
bitmeehan
Following @AnnaMeierPS, I attended "From CV to Resume: Translating Your Skills for an Applied Career in Political Science" from Tanya Schwarz. Presentation here: https://drive.google.com/drive/folders/1rCNFymfGytiDdISEe8YPqNzim-5h
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Barbara Crowther 🏳️🌈
chocoholix
THREAD: My fave choc-coated ways to show some to #cocoa farmers & the planet. 1. Perfectly named @ChocandLove organic #Fairtrade cocoa from Madagascar, Panama & Dominican Republic & every bar
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Peter Cronau
PeterCronau
There was a pandemic before Covid - it’s called Neoliberalism. It had already taken a toll.It deindustrialised our economy - it propelled income inequality - it impoverished our public schools
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Jerry Shannon
jerry_shannon
Today's opinion piece in the @ajc by @GStaples_AJC makes the argument that dollar store bans are elitist and counter-productive. I'm not unsympathetic, but have some thoughts. 1/ On the one
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