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Papaws
Papaws13
1- Options & Earnings - A new thread! Every option rises in price in anticipation of earnings. This is related to the increase of anticipated volatility (yo vega, she's back).#fintwit
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fabio zugman
fabiozugman
2020 was a weird one but I learned some important things and want to share it.I started the year with ~30% of my portfolio in Brazilian equities, I was already
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Mostly Borrowed Ideas
borrowed_ideas
1/ Thread: Valuation with Real OptionsToday @mjmauboussin and Callahan published a short paper on how volatility and falling WACC has affected valuation in 2020.Here are my key notes from the
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Tradeboi Carti
tradeboicarti16
BDAY #ff THREAD:Today, i turned 36, the wrong side of 30, meaning im fucking old, and one of the boomers on here. I look like im in my 20s. Best
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Adam McKay
GhostPanther
what a day! A few people pointed out the “w” on “what” should be capitalized. Also didn’t mean to imply my day is the definitive day for the world. Of
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Sidecar Capital
sidecarcap
1/ Been reflecting on 10+ years on the buy side. A few observations.... 2/ Institutional investors spend as much time managing people/the team as they do money. Not surprisingly some
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Parrot 🦜
ParrotStock
My philosophy/strategy ...I get daily questions:What's a good investment?When should I buy?Is now a good time to buy X?What should I invest in today?I hope this thread on my current
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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
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LUHG With Sense
analmylatina
Imagine moving to a new job where folks are struggling to get things done. Before your arrival, you've seen that the company's seriously failing. The supervisor's about to be sacked
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Q
q_liketheletter
$DIS may have spiked up on earnings, but I don't think it is done quite yet. $DIS reported a net loss of $4.72B while EPS came in at 0.08, their
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Jalil Rasheed
jalilword
We have many different state funds in Malaysia, and often many are confused as to what they do and how they operate. I thought I’ll make a thread to explain
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Jensen Jacob
jensenjjacob
If you delve deep into the art of investing, you'll realize that there's more than one way to do it.Every investor out there has a unique style of their own.
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Sawit Trisirisatayawong
tansawit
With $GME and $AMC live soon on @mirror_protocol and the absolute madness that played out in the traditional financial markets this week, there's no better than now to go decentralized.A
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Obligation Value
ObligationValue
1) Thread: The biggest blind spot of the Democratic Party. Even amongst the anti-monopoly segment of the party, most Democrats don’t seem to understand the significance of the monopoly problem.
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Jorge Ortiz
JorgeO
My usual opinions:- the Efficient Markets Hypothesis is bunk- r/WallStreetBets and Robinhood day traders are risk-insane, irrational, etcHOWEVER, I think:- GME stock is priced efficiently.- the crowd-sourced short squeeze of
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Walter Shaub
waltshaub
Reporters: To understand why USPS's explanation about DeJoy's conflicts of interest doesn't add up, you need a crash course in a concept related to the conflict of interest law, 18
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