#Companies

Enjoyed this post from @DubraCapital Seeing that BCG study that essentially concludedsustainable revenue growth = the best returning stocks triggered my last major investment philosophy change (on the long side)
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This decade will be known for the rise of the sportspreneur. Based on 3 major trends colliding The sportspreneur is someone who is able to monetize their knowledge of sports.
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In 2012, The Trade Desk was worth $70 million. Today, they're valued at $37 billion. How did they grow over 500x in 9 years?THREAD 1. Catering to the needs
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The healthcare worker resistance was entirely predictable. The fact that it has been glossed over has itself been a major red flag. Lots of grand plans detached from reality, if
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Here are some quick tips for businesses entering into a contractual relationship with another business. (Thread) If you are entering into a contract with another company you should make sure
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I've sat in my office, for a number of days now watching with baited breath the US election. Some people, including myself, have asked why? You're Canadian, why are you
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[PREDICTION]A THREAD; I HAVE A PREDICTION THAT ALL OF THE 23 TRAINEES WILL DEBUT BUT NOT IN A SAME GROUP. THEY WILL BE DIVIDED INTO THREE.HOW WILL THAT HAPPEN?? LET
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THREAD: Seeing a trend in the drama abt Zhang Guo James Willy et al: "You can't find him, he's in Pyongyang" "DPRK spies" etc, just a general lack of info
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1/The woke are trying to take over every business.Companies like Coinbase and Trader Joes that reject wokeness thrive; companies like Yelp and Spotify that don't face backlash and woke employee
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A lot of people are saying they don’t understand what’s going on with GameStop and AMC stocks right now so open this thread if you want an explanation. Hedgefunds are
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Are you taking nootropics? The scientific backing supporting their efficacy in healthy adults is virtually NONEXISTENT and, we know VERY LITTLE about long term side effects. Esports orgs, stop partnering
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The @FT is kicking off its #RunawayMarkets series today. We'll be examining the frothy conditions in many corners of the global financial market. I'll be rounding-up the stories in this
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New data from Novavax vaccine just showed that UK & esp South African variants are more problematic in real world than lab experiments suggested. Implications are profound for 2021 and
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State Capture - Thread:Many people think that state capture is the relationship between private companies (Guptas) and SOEs - it is not.The real state capture happened in 1997 with the
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For the record. I think Tulsi does a *very* good job at using the media to drive a message that is much larger than her natural platform.But I see a
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The Wistron case is an interesting paradox. The regime seems to have thought that letting companies exploit their workers at will, and doing away with labour regulation will help "investment".
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