#Growth

James Camp 👨🏻‍💻

JamesonCamp

Sometimes copying people is the fastest way to $8.2 BillionScrew being originalHere is the story of 3 brothers, who are some of the best copycats the world has ever seenA

George Goncalves

bondstrategist

Fed B/S UpdateDanger, danger will robinhooders! This week B/S shrunk -$74bn, largest reduction since May 2009 (when it declined by -$100bn). I knew there would be weeks like this! Main

Vala Afshar

ValaAfshar

Dear managers,Your job is not to make people work harder.Your responsibility to help your team achieve their goals, let them know that their work matters, and then recognize and reward

SonaliRanade

sonaliranade

1. Raging virus thru the hinterland + industrial centres.2. GDP shrinkage of about 10% minimum for this fiscal & no growth next year.3. Fiscal deficit at 15% of GDP +

BlueToothDDS

BlueToothDDS

More thoughts on $FISV, digging into the Payments & Network segment (~40% of FISV revenue)TLDR: Lots of moving parts but this is where the most synergies and growth optionality can

Flywheel Research

flywheelfunds

1/12 Valuing a Disruptive Businesses: Naked Wines ($WINE) Case Study. In my intro last week, I promised examples of using ROIIC & reinvestment rate to value disruptors. $WINE is an

Daily Dose of MG⁸☀️🌻

dailydoseofMG

(1/8) Just finished #TharnTypeSS2EP2 and even with the subs being very off, I enjoyed this episode so much. Type has shown so much character growth in 7 years. I love

Sarah Mills

smillsSK

SK COVID update:The sadness continues I'm afraid.One resident in the South zone, who tested positive for COVID-19, has died.The person was in the 80+ age category. 259 new cases, 9,244

Paying for the Green New Deal

payforgnd

1/#Thread 2: Paying for the #GreenNewDealThe Federal Budget, pt. 2Fadhel Kaboub @FadhelKaboubThe Green New Deal will be a massive endeavor, but so was World War II. We know how to

mark doppelgänger 🛰

DoppelMark

Gig economy (#AnalysisThread) favors hard work and offers little to no protections to those who want free gibs.The state of California deems that very racist & sexist (see what they

Seb Gray

SebJGray

The members magazine written by members for members. Edition number 5 and past the 1 year mark for #RCPCHMilestonesThanks to the wonderful @AislingBeecher for her leadership & keeping @HLB27 @DrDita

JonBovi

realjonbovi

nice article from Damodaran in latest FAJ on "The Big Market Delusion." takeaways are:* "big markets" (big TAMs) attract intense competition & overconfident funders who don't make clear how competition

Tiho Brkan

TihoBrkan

Hedge funds and other speculators are holding over $35 billion in net short positions, betting against further declines in the US Dollar.Often, that has led to a short squeeze and

Andy Gee 📊🤑

TheStacksMarket

Stock Research Newmont GoldcorpTicker: $NEMSector: Basic MaterialsCurrent Price: $68.91Market Cap: $55.34BMining company that primarily acquires, develops, explores for, and produces gold, copper, and silver. It is the world’s largest gol

Jon Ma

jonbma

Here's the bull case on Zoom 1/ At $3.1b ARR 366% y/y, Zoom is THE fastest growing SaaS company historically and currently Growth is COVID driven so the question is

Pushing The Needle

pushtheneedle

Most of Shoreline (first "city" north of Seattle) is zoned for 1 home per 10,000 sq ft. And, of course, their density is on arterials only. Lake Forest Park, just

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