#Discount

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

𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 𝐇𝐲𝐩𝐞

EffMktHype

ℂ𝕒𝕟 𝕨𝕖 𝕥𝕒𝕝𝕜 𝕒𝕓𝕠𝕦𝕥 𝕣𝕖𝕒𝕝 𝕣𝕒𝕥𝕖𝕤 𝕗𝕠𝕣 𝕒 𝕓𝕚𝕥?1/ I mentioned previously that real rates are a great asset to trade and that you would have made good money on

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

Chamath Palihapitiya

chamath

The growing short case on $FB and $GOOG:1. New product experiences2. Regulation3. Taxes4. Anti-trustIf you have the capital/stomach for a 5yr+ bet, here’s how I’d build the short case... BigTech’s

Kyler Hasson

kylerhasson

(1/n) Short thread on the $BRK 10-Q. Like many others, I was very encouraged by the $9bb buyback.$BRK, with its financial conservatism, business diversification, and rational management, is a tremendous

jason wong ☁️

EggrolI

𝗠𝘆 𝗨𝗹𝘁𝗶𝗺𝗮𝘁𝗲 𝗲𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲 𝗕𝗮𝘀𝗸𝗲𝘁 𝗼𝗳 𝗚𝗼𝗹𝗱 𝗡𝘂𝗴𝗴𝗲𝘁𝘀 I want to make a thread of all the eCom tips that I've learned over the years

Aviral Bhardwaj

Viral_in_Canada

A biased investment thread from a LT #telcoin investor. What constitutes success for any business? Robust Business Model, Easy2use Product, & Outstanding Customer Service. $Tel by partnering w/ blue-chip Telecom

Cat Scutt

CatScutt

A short thread on @educationgovuk Early Career Framework. At @CharteredColl we've been supportive of the policy from the start (provided funding and support is in place!) so it's good to

Carolyn Brost Strom

carolynstrom

“But the problem has been a ship’s captain unwilling to alter course even when virtually everyone can see the iceberg in the distance.”1/https://twitter.com/mmandryk/status/1337390671217344517 Health care workers have been yelling at

Jawwad Farid

rebootdude

1/ A few friends posed questions on production timelines and process we use for putting together our @YouTube videos.The amount of time and effort that goes into getting a video

Guv999

Guv999

Hi folks, since the TSXC Stk SP is already going up we will discuss it now, kindly note this is not a buy recommendation but only a Stk discussion.We discuss

Juan Sebastian Lozano

Juan_Lozano__

My sense as an outsider is that political psychology is inextricably influenced by The Authoritarian Personality, even though most people in the field regard this work somewhere between deeply flawed

Ezra Klein

ezraklein

What we're seeing from Trump and his allies today is an autocratic attempt. It's not a competent one, and it probably won't be an effective one. But that's what it

Liam Gender? Fucked!

LiamDel

Aside from hormones/surgery, transitioning used to be almost free. Sometimes it was just the cost of materials and shipping, but often not.The trans community has a long history of providing

Galaxy Blockchain

galaxybchain

My answer to the question: "so why are LPs not trading near parity with locked value? the discount is the priced risk of core devs not delivering the product offering?"Answer

Hell hath no fury like a PUF mother scorned

EstelleRhianna

Today, Jason, I am writing you with an important statement on behalf of most Albertans. I know it might not have gotten through you already considering how you didn't even

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