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Smack Check
Smack_Check
1/nLet’s talk about Tesla Warranty Reserves (WR). Q seems to think Tesla is massively under-reserving for future warranty expenses with too little WR, increasing margins and net income along the
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Sam Rosati
Sam_Rosati
2020 has been constant reminder that SMB M&A is hard. Had 2 nasty busted deals over the summer...#1: industry focused test prep company, under LOI pre-covid, amazing FCF economics, reasonable
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Ian Gray
IanGrayLive
Valuation Thread for $DDOGYesterday I shared some of my thoughts on $DDOG (you can find the thread at the bottom of this thread).Today, I will be walking through why I
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Vinay Mimani
wiredmau5
As an early PM with 1-2 years of experience, one of the biggest challenges is to win the respect and trust of your devs. Here are 3 simple points that
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Shane O Leary
shaneoleary1
So this week @adidas' Global Media Director Simon Peel had some really interesting, important stuff to say about marketing effectiveness & media planning in @MarketingWeekEd.https://www.marketingweek.com/adidas-marketing-effectivene
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Flying_Rodent
flying_rodent
Not even Danny believes this of course, and we know he doesn’t because he’s spent at least the last five years pleading with his own party to calm the hell
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Dalton
daltonmabery
David Perell is one of the most prolific writers of the digital era. He's also a great coach.Here is his Ultimate Guide to Writing Well by @david_perell condensed in one
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Roseanne A. Brown 🌠
rosiesrambles
Love this. And if you are pursuing publication, the ugly truth is you are going to be jealous of your friends at some point. And they'll be jealous of you.
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Pasha M
pashaismz
Thread-Per jobs report 4.2M jobs were "added" in June. Bringing unemployment down to 11.1%. There are claims of "resurgence" which are far from the ground reality. The economic fundamentals aren't
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Wealth Mail™
WealthMail
Now let me disclose to you how it functions. You have found Money Twitter, it is an incredible framework. Presently what you need next is step by step guide or
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Kate
the_meat_lady
What cowboys think you need to build a packer: 1. Cows 2. Money 3. A building 4. A consultant who was middle management for Cargill 30 years ago What you
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Emily Koch
EmilyKoch
Lockdown & authors - a thread.Bookshops are closed and you’ve got a book coming out? I’m sorry. It’s crap. But don’t lose hope. Some things I learned when Keep Him
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Eric Clark
Dynamicbrands
1/judging by the bashing of my “be prudent and don’t be a blind momo investor+my subjective opinions of what I see all over Twitter I think I’ll tell those that
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Dave Michels
DaveMichels
Yesterday, @SlackHQ khq filed an antitrust complaint against #MicrosoftTeams. Not totally unexpected, there’s reasons why Slack CEO @Stewart is regularly asked about anti-competitive behavior. Time for a #TweetThreadz 1/14 The
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ceo plus🇨🇭, Roger Rusch
ceo_plus_ch
1/15#CarMarketSwitzerland 2020:After the great news that #Tesla achieved 500k global deliveries, I dug a bit into the 2020 car market data ofand could discover really amazing facts.Highlights:- BEV market share
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Johanna Uribe
jcu24
Why do you keep settling for the bare minimum? -THREAD- You’re willing to pour your entire soul and give people every ounce of love that you could ever offer. But
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