#Model

John Hayward

Doc_0

And yet he's losing advertisers under intense political pressure, because in these totalitarian times, some corporations are more concerned with political correctness than making money or increasing value for their

Wolfgang Hutter

WolfgangHutter2

I was planning on doing a thread on Werner Sombart's "The Jews and Modern Capitalism", but I read half of it and preceded to read several articles on his career,

Tobi

Einsteinstrasse

Simplified TDG biz model Bull thesis is simple, just read the investor day. Super long duration monopoly positions across 300K active SKUs with massive pricing power in the aftermarket. TDG

David Friend

dfriend

Hollywood is watching the Canadian box office to see if the Spongebob movie and "Unhinged" can draw audiences on opening weekend. How's it going so far? Cineplex now reserves seats,

Howard Anglin

howardanglin

I’m sure this will be popular, but what a mess.In normal times if Govt is going to subsidize business, I understand such restrictions (though they’re still probably counterproductive). But airlines

Sid the Birder

siddisimple

A thread on Salim Ali The legendary Bird man of India Dr. Salim Ali was orphaned at the age of 10. He stayed with his maternal uncle in Mumbai. He

Celine Nguyen 📖 ◡ 📖

mynameisceline

Really loved this discussion with @anamarialeo & A. Herscher of the Settler Colonial City Project on architecture and settler colonialism…such a good model for moving beyond land acknowledgments towards decolonization.(still

Sunder Katwala

sundersays

It would be more plausible to take the lesson of the election being that it was difficult for the Democrats to win the Presidency. The idea it could have been

Ryan Henderson

CCM_Ryan

You might want a cup of coffee for this one.Today we’re talking nCino $NCNO& I’ll try to explain why an EV/Sales of 42.7x might not be as bad as it

Beatrice Cherrier

Undercoverhist

I’ve been teaching post-45 mathematization of econ to @Bachelor_X, so here’s a tweetstorm on the topic2 main ideas:1)debates were not just on whether to mathematize but which maths to use2)w/

Stefan Palios

stefanpalios

Some of the key players!@tinyseedfund -- year-long, all-remote accelerator for bootstrapped SaaS. Focus is on relationships, ongoing mentorship, and helping the business reach its next phase (not just explode and

Marcus Ryder MBE

marcusryder

A short thread on the @sainsburys Xmas advert:The power of the advert is that it is a rare example of UK media representation that "centres blackness". Going beyond the "positive

Brianne Fleming

brianne2k

Everything I learned about brand purpose, I learned from the Spice Girls A thread First of all, what is a brand purpose?It goes back to what Simon Sinek says

Peter Sandham

HKSandham

European colonialism doesn’t begin with Colombus or 1492. Western Europe tends to ignore Levantine colonialism: The Frankokratia left a swath of merchant colonies across the Eastern Mediterranean which were in

Michael Pettis

michaelxpettis

1/9Of course regulators worry about Ant's disruptive potential. Its overwhelming success had less to do with its technological innovation and more to do with the fact that a lightly regulated

Christof Spieler

christofspieler

In “Trains, Buses, People, I note how the Austin Red Line, as a result of political compromise, misses both the highest concentrations of population (red/orange) and jobs (the purple outlines.)

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