#Allocation

UnusualValue

unusualvalue

0/n. Thread on various investing beliefs. My analytical style is to find value in duration by finding assets which have high barriers to replicate. Usually when there is some 'flaw'

Benjy Renton

bhrenton

Most vaccine trackers by media outlets have been focusing on one metric: what percentage of the population has been vaccinated. However, the single-most important metric for us to currently watch

𝗧𝗲𝘀𝗹𝗮 𝗙𝗮𝗰𝘁𝘀 🔋

truth_tesla

If we revisit the TSLA volume comparison between the +$200 stock-split rally back in August and the current S&P 500 addition one, it's striking how much lower trading volume TSLA

“Celia”

_celia_bedelia_

There’s “low-income housing” all over the suburbs and y’all have no fucking idea where it is. I get that people who don’t know shit think they can tell but you

John 'America First Nationalist' Salisbury

5Strat

1) Let's talk about what the President can and can't do for this Omnibus Bill. There's a lot of discussion both ways so let's examine how money gets allocated &

George Monbiot

GeorgeMonbiot

I'm sorry to deflate the mood, but I think it's now time to face some cold realities. 1. It's brilliant that Trump lost, but Biden epitomises the reasons why Trump

Andy

bizalmanac

Old Dominion, $ODFL, stands out among transportation businessesCapital allocation, operational execution, management / ownership all top notchBelow from their most recent deck More on ODFL from their 2020-08-19 Investor Deck1/

Max Olson

maxolson

This is going to be a LONG thread on how I think about active investing.They say all good investing is value investing. This is true in the sense that you're

Tom Dolphin

thomasdolphin

Here's another (long) thread about normalcy bias - this time in relation to healthcare systems breaking down.I will start by saying the worst case scenario in this thread hasn't happened

The Undercover Fund Manager

FMUndercover

Finally finished reading Nick Sleep's Nomad Investment Partnership letters, all 245 pages. Wow, what a read! I've picked out my 35 favourite extracts which I've organised into 10 key themes.

Ubaka Ogbogu

UbakaOgbogu

THREAD: Much is being made of the issue of "vaccine wastage" in Alberta. There is a memo from AHS circulating and a clarification issued by @CMOH_Alberta and @shandro. Here's an

Nick Marro

nickm4rro

1/ Lots of good analysis on China's real GDP today on supply-side factors/exports powering the recovery, absent domestic demand--and how this is bad for imbalances. Close examination of official stats,

Eric Wall 🟧🟧

ercwl

This is an obvious take but DeFi is interesting & moving forward but the profit games have gotten quite cynical-inducing and the soul-less profiteers have infiltrated the idealist since many

Matt Lasky

MattLasky

Have spent more time recently thinking about portfolio construction, risk adjusted returns, and how that translates to the capital stack and deal structure. Seems that lots of twitter is curious

vijaimantri

vijaimantrimf

Many investors ask me this simple but ever perplexing question. In MF I know the return of the fund n return of my portfolio invested in d same fund. The

Ari Paul ⛓️

AriDavidPaul

A discussion that's come up with a few fund managers recently: can altcoin profits be "recycled" into BTC (or ETH)? A surprisingly nuanced topic I'll explore here. /1 2/ First,

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