#Wholesale

Krishna Hegde

PositiveGamma

Kotak Bank has commanded higher multiples than other Indian banks & stands out coz of high quality earnings & good disclosure. Its quarterly earnings call transcript is a treasure trove

Palak Zatakia

palakzat

How Diamonds became a symbol of love.The story of - De BeersA thread The thread below is a collection of stories and data from various sources mentioned here: https://docs.google.com/document/d/1NVdLjXMse2i0rUSqLvOhxOEKy18WDIY8vSasXOcXpYA/

Secret Capital

SecretCapital_

Carvana Case Studyby @scuttleblurb x @AndrewRangeley this was excellent - a thoughtful and balanced thesis, Includes: overview of the problem $CVNA solves, how they delight customers, their competitive advantages, unit

msandifo

reprosci

Latest AEMO quarterly update reports electricity prices plunge to lowest levels in 5 yearshttps://www.aemo.com.au/news/qed-q2 The AEMO presser fingers COVID-19, but really it isreally a text-book example of market power (ie monopolisti

Grady Teske

GradyTeske

It's my birthday so I'll come clean. Changing direction in your late 30s is as mentally and physically challenging as you expect. But the results are definitely worth it:A quick

Dom White

DomWh1te

There’s been lots of handwaving about the surge in money supply data recently. Here's a short thread on what I think it means. First thing: there’s no doubting how unusual

Doctor-Baron 17cShyteposter, DDS

17cShyteposter

Imagine believing that changing the basic method through which the vote is conducted would have no meaningful impact on the way the vote turns outMeanwhile, http://buildbackbetter.com is Biden's "transition" site,

Raphael Auer

RaphAuer

CBDC architectures, the financial system, and the central bank of the future: https://voxeu.org/article/cbdc-architectures-financial-system-and-central-bank-futureNew @voxeu / @cepr_org column summarizing the motives for #CBDC issuance, pos

David Rothkopf

djrothkopf

We do not fully appreciate how grievously costly the President's and the GOP's politically-motivated rejection of science has been, is being or will be. It will cost hundreds of thousands

Enviu

Enviu

Last year we joined @PACEcircular to drive fundamental circular change. With the PACE network we have just published a Circular Economy Action Agenda for Food - here's how we'll be

TheCheshireBrewhouse

TheCheshireBrew

@RishiSunak Rishi, yesterday I awoke, happy and full of hope. I went to bed full of dread. I now lie awake wondering what the Treasury and your party. Have planned

Shreyas Doshi

shreyas

PM Career Skills Map:Analytical, Execution, Product SenseCommercial SensePM Mentorship & ManagementProduct Vision & StrategyOrganizational Design & DevelopmentCompany Strategy & ExecutionTech, Design Sense is niceInfluential

Matt Staub

staubio

I was critical of the ordinance intended to provide more affordable housing, fearing the unintended consequences and depressed overall housing supply. But it's here and we should do everything we

Chris Rutherglen

CRutherglen

Comments on CME Silver Futures:1) The market does operate with a ~18% fractional reserve backing with 168k contract open interest backed by 30k contracts worth of registered silver. 2) Prior

Sargoon

SargoonK

True that all the people cherishing the support of IMF or WTO for farm reforms need to cool it down a bit, because that is a model we do not

Jessica K. Lowe

jessicaklowe

Even though some republican theory suggested that pardons were incompatible with republican government (Beccaria, Montesquieu), the consensus at the founding was that, practically, they were necessary and even indispensable. /1https://twitt

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