#Portfolio

Amit Bhor

daamitt

Some non-obvious learnings from 6 years of building lending products as an finance outsider (tech) #Fintech - a thread 1/n At its core - lending is game of moral hazard,

Jesse Colombo

TheBubbleBubble

Let's have a discussion: I have genuine questions & concerns about Bitcoin & cryptos as a store of value.First off, I've believed in owning Bitcoin as a diversifier since it

Andrew Gluck

irrvrntVC

1/Here's my thesis on investing in DTC.Experience comes from co-founding the largest independent DMA in the US and working with DTC brands like @HelixSleep @rothys @billiebody @TommyJohn + ~50 more.

David Dayen

ddayen

The "it's just an index fund" people obscure BlackRock's habit of placing officials in top government positions around the world, to conjure up business for the company from scratchBut Matt

Sunil Dhaliwal

dhaliwas

1/ With the current wave of IPOs, many emerging VCs have the good fortune of choosing between selling their publicly traded shares or distributing shares “in-kind” to their LPs. Here

ROC Portfolio

PortfolioRoc

1/ Added a 2% position in $DJCO. This probably falls into the cheap basket that satiates my inner Graham / love for special situations and turnarounds. Usually these are 1%

Zach Coelius

zachcoelius

There is a giant fight going on right now between the bulls and the bears in venture capital around the right price for the seed and series A rounds. Rounds

Nature-based Solutions Initiative | Oxford Univ.

NatureBasedSols

In the UK, #naturebasedsolutions are a vital part of building resilience to the impacts of #climatechange, while storing carbon and protecting #biodiversity.To learn how, read our new policy brief with

Gary Black

garyblack00

Open letter to all S&P 500 benchmarked managers:On Friday 12/18 at market close, $TSLA will enter the S&P 500 Index at an approximate 1.5% weight - the sixth largest weight

TB Storrs 🎄

TheIslandInn

TIL that @FHA worked with @UNC to build a segregated subdivision for African American employees before WWII in Chapel Hill. I think I've got the correct neighborhood below. 1/10 From

Matty

DCLBlogger

So you've found an interesting NFT project, what's next?How do you go about diving deeper and investing? 1/ Let's explore 2/ NFT research is no joke.Imagine learning about Vintage

Harel Jacobson

VolQuant

Mrs. Watanabe, Volatility, and financial innovationThere used to be a famous saying in the tech sector "If you wanna have a peek at the future of technology, fly to Tokyo

Canterbury Lane

canterbury_sid

Path dependence and the uranium equities.An underappreciated dimension to uranium portfolio construction that I’ve really only seen emphasized recently by @808sandU3O8 and @JekyllCapital is the “path dependence” of the uranium

Blue Canaries

CanariesBlue

THREAD: 1. Tonya Veasey is the wife of US Congressional House Rep TX-33 Marc Veasey. She is also CEO and founder of OCG+, a public relations firm. She also serves

Variant Perception Research

VrntPerception

THE NEXT COMMODITY SUPERCYCLESpecial Report: http://vrnt.co/mmodity_supercycle We are on the cusp of a new commodity supercycle 3 big drivers of this supercycle:1. Monetary-policy dominance is over, highest inflation risks since

Credible Crypto

CredibleCrypto

Some important info on the new @BitwiseInvest crypto index fund that has just launched! The first crypto index fund that tracks the “Top 10”cryptos and gives US investors the opportunity

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