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beyond mental models
beyond_mental
1/ Specialty cnsmr ingredient (SCI) cos r prt of an oligopolistic mkt wid ~$90bn TAM grwing @ 4%-5%.SCI stks hv bn lng-trm compounders - outper4mng chem. peers, S&P 500, &
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Jonathan Mountstevens
MrMountstevens
Some thoughts about leading CPD on assessment, arising from the fact that I'm planning on doing exactly that next week. To be honest, quite a few of them probably apply
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Adeola
Ms_Adeola_
The Pupillage Gateway is open and my DMs are full of people asking me about @outertemple from applications to my experience of pupillage and whether I would recommend applying. The
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Holly, post-apocalypse elf.
hollymathnerd
HOW TO SPEND THE HOLIDAYS ALONE: A THREAD. Thanks to COVID and its consequences (unemployment, etc.) some of you will be alone over the holidays for the first time. A
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LearnLifeWealthTravel | Dream Big, Think Growth !!
AnyBodyCanFly
Covid19 may have a significant impact on people who have hoarded land just to park cash & park black money.Here is a thread of my simple thoughts on Real Estate
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Khyaal
KhyaalFamily
Elderly care needs attention.In our increasingly busy world, caring for our elderly has become trickier than ever. The number of older people with unmet care and support needs is increasing
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John Ahern
johnrahern
Judith M. Bennett's "Ale, Beer, and Brewsters in England: Women's Work in a Changing World 1300-1600" is a fascinating exploration of the "by-industry" and commercial industry of brewing in late
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Alan Berube
berubea1
Today marks the end of four long years for many Americans who have been angered and ashamed at what the outgoing administration did to this country. (1/21) It’s been difficult
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Shouvik Das
distantvicinity
So recently, my (very) tech-challenged parents decided to get a fiber broadband connection at home. The decision was inspired by our neighbour, who enticed mum by saying that the connection
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Youyang Gu
youyanggu
A month ago, I reported on @CDCgov's overestimate of true infections in the US.It appears that last week, the CDC significantly lowered their estimates. It now closely matches http://covid19-projections.com 's latest
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Anja
FunkturmAnja
Sustainability & Fairness in cosplay - an uncomfortable but necessary thread(rt's and reposts highly appreciated)So I thought about this topic a lot in the past months and I think we
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Cudey
Cudey1
I’m revisiting Queen’s albums in chronological order. Yesterday it was the debut, which is much overlooked and underrated. Today it was Queen II, which has some delightfully batshit moments. Best
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Neil Mosley
neilmosley5
‘A “very large proportion” of university students do not like online learning and “do not wish to ever experience it again”’ - interesting report from Australia and one that shouldn’t
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Ian Bezek
irbezek
Some thoughts on $SQ and its dramatic overvaluation. 1/ Square is around 60% payments revenue today. Post-IPO Square's payments business has struggled, generating weak margins and losing many key customers.
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Hong Fang (OKCoin)
hfangca
Many people ask: How can #bitcoin be a “store of value” when it is volatile in price? Time for a thread. 1/ What makes the best “store of value”?
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Maitreya Bhakal
MaitreyaBhakal
Schrodinger's China:China is both a threat to world's peace, and on the verge of collapse. Schrodinger's response to COVID-19:China's response is both delayed and riddled with missteps - and is
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