#Optionality

Mukund Mohan

mukund

1. A thread on "Optionality". A moment for me to understand why $SDGR will do better than $CERT and $SLP, even though they are in the same market 2. Biosimulation:

Dickie Bush 🚢

dickiebush

For 500 days I've written 500 words of Morning Pages.While they're usually just brain dumps, I'll sometimes reflect on specific questions.As @tferriss says, if you want better answers, ask better

Ayush Sharma

ayushswrites

We launched a "Beginner's Guide to First-Principles Thinking" 2 weeks ago and have reached more than 80K people despite our modest following. [THREAD] on our strategy and everything we've learned

ZÉCCA

Zecca_Lehn

1/ In the startup impact investing space, there is talk about whether VC or ‘Patient Capital’ (e.g., CVC, Venture Debt, Family Offices, Evergreen Funds, PE, IB) are most appropriate, for

ztinvesting

ztinvesting

I am looking for high-growth stocks that have the potential to be multibaggers and world-changing companies over the next couple of decades. I hold for the long term and rarely

Ivo 🔑

IvayloPashov

$MWK took a deeper look yday at what they do and the company seems .The opportunity is large. Third party seller business on platforms (Amazon, Walmart etc) is ripe for

Nick Chaset EBCE

ebce_ceo

Tonight @PoweredbyEBCE took the bold step to set our 15 East Bay communities on the path to 100% clean energy by 2030. And I wanted to share a few thoughts

Ben DuBose

BenDuBose

Following Feigen's great retrospective, this is my sense as to how it all went down:It wasn't just that #Rockets lost to the Lakers, it was how uncompetitive they were.

Shreyas Doshi

shreyas

Just a few notes to myself (a driven & ambitious person): 1/ Kings are overrated and usually unhappy. It’s much better to be kingmaker. 2/Avoid labeling yourself. Labels are convenient

Shreyas Doshi

shreyas

In life, don’t mistake:1. Job for Career2. Career for Identity3. Net-worth for Self-worth4. Rewards for Purpose5. Purpose for Meaning6. Opinion for Truth7. Flattery for Friendship8. Proximity for Presence9. Intelligence for

Ram Bhupatiraju

RamBhupatiraju

Excellent in-depth article about Moats by @CBinsightsStudying the Moats/Management (real engines behind enduring growth & returns of great Co's over time) is a fascinating subject.@richard_chu97 @saxena_puru @FromValue @dhaval_kotec

Matt Willes

SkolCapital

Today in mezz threads:Finding collateral where there isn’t any ... aka, my most innovative idea (and I’m giving it to you for free)! Let’s revisit this thread from my early

Brad Laurie

Brad_Laurie

I just finished listening to @laurashin's interview with @gavofyork, and as a fellow educator & one who understands Journalistic bias, I have to say, Gav SMASHED it! I thought Laura's

LNG Allies

LNGALLIES

Counting down the top dozen #USLNG developments of 2020 (in our opinion)... 12. Magnolia. Glenfarne Group acquired Magnolia LNG from Australia-based LNG Ltd. on June 09 adding this 8.8 mtpa

Brian Feroldi

BrianFeroldi

Why did I invest in $SDGR? (Thread)Business model:Software: 1,300+ customers - enables rapid discovery of new molecules for drug development & materialsDrug discover: >25 collab programs AND a wholly-owned pipeline

ticx

TiCxara

As we surpass $1 Billion, one could make an argument $PAR is reaching fair valuation. But given excellent execution this story is FAR from finished.-Thread- We know brink is extremely

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