#Portfolio

Elizabeth Yin

dunkhippo33

Saturday thoughts on market pull. What is it? How is it different from Total Addressable Market (TAM)? And what ideas tend to have strong market pull? A thread >> 1)

Mike O'Boyle

oboylemm

1/ Electric utilities are planning to build 235 new natural gas power plants in the next 18 years. This creates huge stranded asset risks, exacerbates climate risks, and portends electricity

Eleanor Warren-Thomas

ElliWoTo

1/n As I wasn't sure if/when I would read through all 700 pages of the #DasguptaReview on #biodiversity and #economics, I joined two webinars on it today via @_UKNEE (Emily

Cory Doctorow #BLM

doctorow

When you think of the @rcmpgrcpolice, you probably imagine the romantic sight of guys in archaic red brocaded uniforms doing close-order drill on horses while waving Canadian flags. 1/ The

Beejoli Shah

beejoli

Apologize in advance that I'm doing a thread on what is bugging me about @a16z and its recent positioning in the “tech vs. media” debate (a false, and dumb, equivalency

Frank van Lerven

Frank_vanlerven

NEW BRIEF: Decarbonsing the @bankofengland's Pandemic QE: "Perfectly Sensible?"We @DanielaGabor @M_Nikolaidi @YannisDafermos show there is a significant CARBON BIAS to Corporate QE. We offer 2 alternative strategies that would

CanadianAussie

mater_dura

The Intelligent InvestorThis is the first book I read when I started investing. I’ve always considered it a bit dry and outdated; however, going through my notes I’ve clearly underestimated

Sahil Bloom

SahilBloom

Dunning-Kruger Effect 101In a year when the markets have minted many new self-proclaimed geniuses, it is worth remembering the Dunning-Kruger Effect.But what is the Dunning-Kruger Effect and how does it

Datapreneur 🇨🇲

lmessi00

Today, I read 2 crypto trading success stories with 1 person turning $800 to $1million+That prompted me to share my 2020 crypto playbook. Yes, WE know many people get

T.K. of AAK!

AskAKorean

Thread on the new things I noticed in S Korea this time. Please keep in mind: (1) this is just what I noticed, it could have been there for years

Sandeep Patel

innovationwonk

I can smell bold, aspirational thinking wafting through the DC air. Truth is, govt has always been a visionary trailblazer, market shaper, and innovation catalyst. It’s time to channel that

Darren 🥚

ReformedTrader

1/ The Rise of Carry (Lee, Lee, Coldiron)"Different forms of financial carry have always been central to modern financial systems."A problem arises when those that do not have the balance

HeWantsWealth💰📈🏡🇯🇲

hewantswealth

***BUYING PROPERTY THROUGH LTD COMPANY***I spoke to a CHARTERED accountant yesterday & asked a bunch of questions about buying property through a Ltd company vs Buying personally to rent out.

Matthew Ball

ballmatthew

A thread on my most-read essays of 2020 and my thoughts 3-11 months later. Thank you everyone for the reads, feedback, support, follows, notes, edits, gripes, responses, more! #1: 7

Unichad.eth

unichadeth

coming out of retirement (yfi pool1 U JELLY?) for the new 's of Defi - derivatives and options.a Degen-style (@DegenSpartan) thread with @HegicOptions $HEGIC with inside look at thought process,

Ron Caruthers

roncaruthers

1. Do you know the hidden fees inside your 401k and mutual funds? A Twitter White Paper.So, here is the deal. Recently, I posted a thread showing the difference between

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