#Investment

Mostly Borrowed Ideas

borrowed_ideas

1/ Thread: Valuation with Real OptionsToday @mjmauboussin and Callahan published a short paper on how volatility and falling WACC has affected valuation in 2020.Here are my key notes from the

Brett MacDonald

TweetBrettMac

Trump pardoning a foreigner who came to this country to convince Americans to spy for Israel. This entire list is an insult. Armed bank robbery: Commutations are marginally better than

Paul Krugman

paulkrugman

Why has Trump apparently blown up the economic relief deal? I don't care, and neither should anyone else. In 24 days we can stop worrying about this terrible person's motives,

KP

thisiskp_

1/ I want to shed light on the underrated types of capital that no one is talking aboutThere is so much chatter about Venture Capital all around the Internet but

Parrot 🦜

ParrotStock

My philosophy/strategy ...I get daily questions:What's a good investment?When should I buy?Is now a good time to buy X?What should I invest in today?I hope this thread on my current

Michael McCarthy

its_mccarthy

This is a very interesting piece from Richard Lachmann in the latest issue of @jacobinmag on the weak capacity of the American state to discipline elites. /1https://jacobinmag.com/2020/11/the-new-american-exceptionalism It makes the

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

Sandeep Vaheesan

sandeepvaheesan

1. Inspired by the New Yorker's damning portrait of WeWork and American capitalism today, a thread on how law unavoidably shapes business strategy, for better or for worse 2.

Wendi C. Thomas

wendi_c_thomas

Yeah, I'm going to have to push back on this. The solution to poverty is... wait for it... More money. Virtually nothing in @MayorMemphis plan directly addresses how little $$$

Celestial ✞

CelestialAgent

Everybody is trying to get rich quick with Crypto, the stock market, etc.There's no such thing as a surefire "get rich quick" pipeline.But there is a real solid way to

Bob Kopp

bobkopp

I had a great conversation with @kmac as she prepared this column, much of which could not make it into her 1000 words. So here are some more thoughts:https://twitter.com/bobkopp/status/1360224071250755584 The

Sam Pearson

Sambrondanw

Stoked to be the FIRST in the UK working with @TE_FOOD to market our farm produce!! Almost finished being on-boarded. Ultimately we will be capturing the elusive value from our

Truth

1foreverseeking

August 6 & 7, 2019Consul General Huang Ping invited to Pensylvania capital & met Governor Tom Wolf, who welcomed his delegation. PA government attaches great importance to developing relations w/

Fidel Ca$hflow$ 🔨🔨💰💰

rafaqazi

A thread for new investors on how SPAC valuations upon merger work:I recieved many comments on the $CCIV valuation thread which misunderstoood how pro forma equity ownership works. If that

America First

AmericaFirst_DT

#BREAKING: Starting today @AmericaFirst_DT will publish names of the highest level globalist conspirators, those working WILLINGLY for the New World Order/GREAT RESET and enslaving of humanity. We will expose EVERYONE

Ma/ya Zehavi

mayazi

My 2020 theme is that money has lost all meaning with crypto market mannerism diffusing other more conservative markets due to the Covid era macro & late stage capitalism. A

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