#Model

Plamen Tonchev

TonchevPlamen

The 17+1 flop THREAD1/6Yesterday’s #China-#CEEC summit was an embarrassment for #Beijing and, to a large extent, a waste of time for Europeans. Nearly a decade after this format was

UK Smallcap Investor

stocks102

My biggest position is Calnex #CLX. Background: it provides devices to telecom operators like Verizon. Verizon uses these devices to make sure their telecom systems can deal with the huge

Lenny Rachitsky

lennysan

What to look for when evaluating a start idea1. Product-Market Fit2. Market size3. Why now4. Distribution5. Team6. Moat7. Business model(read on) 1/

Return on Capital

CapitalTalk2

Today I want to share my (working) mental model for thinking about valuation...(Warning: this thread is slightly math-y)THREAD: A FRAMEWORK FOR THINKING ABOUT VALUATION 1/ Valuation is a tough concept

Dr Duncan Forbes

UrbanMinistryUK

Disappointed to see this in a commentary, 'We should keep in mind that Paul is dealing with very few educated and political elites in the congregations he founded... the Ephesian

Len Markidan 👋

LenMarkidan

Should you hire the $25/hour freelancer, or the $250/hour one?It depends!Here’s how to use “Minimum Viable Quality” to figure out what’s right for your project People say “you get

Ramneek Kundra

iramneek

I became part of the Fintwit when I actively began tweeting about stocks in Apr 2019. I'm grateful to this community; as lazy and laid back writer I am, I've

Ryan Coleman

ryanycoleman

Which infrastructure-as-code vendor moved the needle on community repositories/hubs in 2020 and why? Puppet’s done some interesting things to visually spruce up the discovery experience and incorporate learning guides into

Brett Chang 📈

bchang

In today’s @readthepeak I wrote about Farm Boy, a Cornwall, ON grocer that was bought by Sobey’s for nearly a billion dollars.Here’s a thread about their incredible rise 1/

Mick Leucasch

leucasch

What is brought into focus in #2O2O is how much 'following the money' leads to Identity Politics. Just as Edward Bernays turned cigarettes into symbols of female independence, Cloth Masks

Jacques Crémer

jcremer

In a nutshell, I think the DMU (Digital Market Unit) is preferable to the DMA approach in the following dimension: clarity, enforceability, flexibility and progressivity.I will try to expand, but

Matt Gonzales

MATTtheG

While this is not enough, it represents the 1st systemic action to desegregate @NYCSchools. This is significant, and a reflection of work led by youth, parents, and advocates. That it

FKA lowendtheory

touchfaith

working on my chapter on the angela davis case, so thought it'd be worth mentioning this again: davis was a grad student at UCSD when hired as a prof at

Dr Robert Bohan Artist

RobertBohan

Thread (Cont’d) John Singer Sargent (1856-1925) was not only the greatest society portraitist of his time but also one of the finest watercolour painters. Roses (c1901), Tommies (1918) & Self-portrait

Memorial Device

memorialdevice

The MD guide to the 30 greatest model vehicles of our youth list. Number 30The Pink Panther Number 29The Thunderbird Mole Number 28The Mystery Machine Number 27The Noddy Car Number

James Martin, SJ

JamesMartinSJ

Happy Feast of Our Lady of #Lourdes! Do you know the story of Our Lady appearing to St. Bernadette Soubirous in 1858? It's a beautiful story of Mary appearing to

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